We would rather you compare us properly than take our word for it. Below is every route open to a partner, what each one costs and where we are genuinely not the right answer
| Direct with a broker | IB aggregator | Multi-broker firm | Summits | |
|---|---|---|---|---|
| Your relationship with the broker | Direct | Under them | Direct | Direct |
| Who keeps your clients | You | The master IB | You | You |
| A cut taken from your rebate | No | Yes | No | No |
| Who negotiates your terms | You, alone | They do, for themselves | Rarely anyone | We do, for you |
| A levels path | No | No | No | Five levels |
| Rewards above the rebate | No | No | No | Two programmes |
| Marketing funding | No | Rarely | No | From level three |
| Number of brokers | 1 | Several | 5+ | 1, fully focused |
| Who you call when something breaks | General support | They do | A salesperson | A named manager |
The last row is a choice, not a shortfall. A company that offers you five brokers has leverage with none of them. We introduce to one, so we represent enough volume there to actually move terms.
We are not right for you if you are starting from zero with no clients, if you want to keep your book spread across several brokers, or if you are looking for an advance before anyone has traded. In those cases we will say so in the first conversation instead of wasting the time of both sides.
Client count, monthly volume, and the agreement you are on today. We will tell you plainly whether we can improve on it