Payments, liquidity, compliance, market data, telephony and your own systems — OKTA Lab plugs into the providers your brokerage already uses, or the ones we recommend. Every service can be turned on or off per deployment.
Each integration is configured for your deployment and managed from the CRM — no scattered dashboards.
Cards, e-wallets, bank transfer and crypto PSPs — plus offline methods. Add multiple providers and switch them on or off per deployment.
Connect to liquidity providers and bridges with the routing, mark-up and risk model your desk needs.
Identity verification and compliance checks wired straight into onboarding, with a full document audit trail.
Real-time forex, crypto, metals, indices and stocks, with multi-provider failover so charts never go dark.
Click-to-call and automatic call logging inside the CRM — your sales and retention teams work in one place.
A secure, key-authenticated Integration API plus webhooks to connect your own systems, register accounts and read data.
Transactional and marketing email through your own SMTP profile, sent from a central, audited outbox.
Referral links, tracking and commission reporting built in — connect your partner network to the platform.
Need something specific? We build and maintain custom connections to your preferred providers and internal tools.
Already have a payment provider, a liquidity relationship or a KYC vendor? We connect them. Starting fresh? We recommend and set up trusted providers for you. Either way, everything is managed from one CRM.
Tell us your stack →OKTA Lab provides technology and software services only. We do not provide trading, brokerage, investment or financial services; we do not give trading, investment or financial advice or recommendations of any kind; and we do not solicit, receive or hold client funds. Any brokerage operation, trading conditions, market access, licensing and regulatory compliance are the sole responsibility of the client operating the platform.
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