Brokerage-in-a-Box – A Full-Service, White Label Brokerage Technology Stack

Brokerage-in-a-Box by Sarna Technologies is a turnkey, white-label brokerage platform designed for firms looking to launch and operate a fully branded trading experience. It provides a complete technology stack, including a mobile trading app, account management, and a full risk management suite, enabling broker-dealers to offer a seamless and powerful trading experience to their clients.

Comprehensive Trading Capabilities

·Trade stocks, ETFs, and options (up to four-legged strategies)

·Real-time or delayed market data integration

·Advanced order types, including market, limit, and stop orders

·Options trading with trade-from-chain functionality

·Portfolio management with advanced position pairing and transfers

Built-In Risk and Margin Management

·Real-time buying power calculations

·Intraday risk monitoring and margin management

·Support for Reg T and portfolio margin (coming soon)

·Block trading and allocation for institutional accounts

·Automated position pairing (coming soon)

Seamless Client Onboarding & Account Management

·Digital onboarding for individual, IRA, and Roth accounts

·ID verification with live person review

·Document management and e-signature integration

·Subaccount management with customizable permissions

Robust Administrative & Compliance Tools

·Mobile admin access for real-time oversight

·Comprehensive trade reporting, including CAT reporting

·Multi-language and multi-currency support

·Secure integrations with multiple clearing firms and execution gateways via FIX

Flexible Deployment & Customization

Brokerage-in-a-Box is designed for rapid deployment, with integration timelines as short as 3-6 months. The platform can be delivered with a custom-branded UI, Sarna’s DevOps, and direct integration with clearing firms, or implemented in a mixed deployment model for firms managing their own infrastructure.

Launch Your Own Brokerage with a Proven Technology Stack

Whether you're a startup broker-dealer or an established firm looking to upgrade your technology, Brokerage-in-a-Box delivers a scalable, feature-rich solution tailored to your needs. Contact our team today to learn more or schedule a demo.