Guides · Oct 22, 2026
What is a trader's room? A guide for brokerages
The client-facing side of a brokerage explained: what clients do there, what it must include and how it connects to the back office.
RedCherry blog
Blog
Product news, guides and practical ideas for running a brokerage.
Latest posts
Written for brokers and prop firms.
Partners · Oct 22, 2026
IB commission structures explained: per lot, CPA and hybrid
How introducing brokers get paid, the main commission models and how to choose the right one for each kind of partner.
Guides · Oct 22, 2026
How to launch a brokerage: a technology checklist
The systems a new brokerage needs working before its first client arrives, and the order to put them in place.
Guides · Oct 22, 2026
How to choose a CRM for your brokerage: a buyer's checklist
Twelve questions to put to any brokerage CRM vendor before you sign, and what a good answer looks like.
New in CRM · May 8, 2025
The RedCherry mobile app just leveled up
Traders expect everything at the tap of a screen. Here is what the latest app release adds for them.
Product · Apr 22, 2025
Five ways to speed up client onboarding
How brokers use automated KYC and onboarding workflows to get clients trading sooner.
Partners · Apr 10, 2025
Building an IB program that scales
Commission rules, campaign tracking and reporting that keep partners growing with you.
Prop Trading · Mar 28, 2025
Designing fair multi-step challenges
Setting targets and risk rules that find skilled traders without scaring off new ones.
Payments · Mar 14, 2025
Choosing payment providers for new markets
What to look for when adding PSPs for clients in a new region.
Compliance · Mar 2, 2025
Keeping KYC simple for clients and compliance
Balancing a smooth sign-up with the checks your regulator expects.
What we write about
The guides on this blog come from the questions brokerages bring to us: how to get clients from sign-up to first deposit, how to keep KYC simple without weakening it, which payment providers to add for a new market, how to run an IB program that partners trust, and how to design prop challenges that find skilled traders. Each one is written to be useful whether or not you run RedCherry, and links to the part of the platform it describes.
- Onboarding and compliance: client onboarding and KYC
- Payments: choosing providers for new markets
- Partners: building an IB program and commission structures
- Launching and choosing a platform: the technology checklist and the CRM buyer's checklist
New to the vocabulary? The glossary explains the terms these articles use, from verification levels to CPA deals.
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