Market data, payments, partners and your own systems — OKTA Lab plugs into the tools a brokerage runs on, and grows with a clear roadmap.
Reliable real-time quotes with a resilient feed and watchdog. Your instruments, spreads and leverage — configured centrally.
Connect card & alternative gateways plus offline methods, with approvals, reconciliation and per-plan pricing.
Referral tracking, partner API keys with IP rules and duplicate control — turn the whole program on only if you need it.
Automate account onboarding and pull balances & reporting into your own systems — IP-scoped keys, full audit.
Workflow rules, lead routing, scoring and webhooks — automate the busywork across your operation.
Document review, verification states and role-based access — with a complete, searchable audit trail.
More solutions are on the way — ask us about timelines for your launch.
Let clients follow and copy top traders — a powerful acquisition & retention driver.
Money-manager accounts with pooled allocation — for managed-account offerings.
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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