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E-books

Explore a library of fintech e-books and white papers for brokers, prop firms, and exchanges. These guides, written by practitioners, cover a range of topics, including trading operations and automation, market structure, UX and risk, liquidity and execution, and technology decisions. Your team can use them to evaluate and improve day-to-day workflows.

The Intersection of UX and Risk Management: Why Design Matters
Align trading platform UX with risk controls to prevent costly errors by applying efficient patterns for validation, alerts, monitoring, and safer, faster releases.
Areas of Automation for Your Stock Brokerage
Where stock brokerages can automate client support, marketing, operations, compliance, and analytics, with concrete examples and tools.
Striking the Balance: In-House vs Outsourcing
A guide for trading firms to blend in-house teams with outsourced expertise: when to outsource, how to structure collaboration, and how to keep quality, speed, and control.
Building Trading Systems for Crypto Exchanges
A guide to resilient, scalable crypto-exchange trading systems, covering RAFT + failover, event-driven architecture, rigorous testing, and migration paths to modern platforms.
Automating FX Brokerage Operations
How FX brokers automate marketing and retention, customer support, and risk management using analytics, chatbots, exposure monitoring, pricing controls, and smart order routing.
Matching Engines for Dummies
Plain-English primer on CLOBs, market vs. limit orders, price-time priority, and the core design choices behind modern matching engines: latency, reliability, replication, consensus, storage.
Exchange Technology Essentials
A guide for exchange leaders to modernize core systems, covering low-latency engines, security and risk, operational resilience, scalable growth, and build-vs-buy trade-offs.
Fractional Trading – Broker’s Side Support and Risk Exposure Limitation
How brokers add fractional and notional trading, choose routing vs. internal inventory, and limit exposure with inventory caps, fill-from-inventory, automated closures, and pre-allocated block orders.
Order Sweeping Algorithms in Forex Trading
How liquidity aggregators split orders across LPs for best execution: price aggregation, tie resolution, TIF mapping (IOC/GTC/FOK), and 18 real routing scenarios.
The Ins and Outs of Forex Liquidity Aggregation
Guide for FX and CFD brokers to aggregate multi-LP liquidity, prevent off-market pricing, handle wide spreads, rejections, shallow depth, and know when to use a prime broker.
Redefining Brokerages for the Coming Generations
How brokerages can win millennials with sentiment-driven insight, AI assistants, transparency, and education-first, mobile-first experiences.
The ABCs of Price Risk Hedging: How FX Brokers Manage Their Price Risk
Intro to how FX and CFD brokers manage price risk: A-Book vs. B-Book, markup and commissions, netting vs. position-based P&L, internalization, and C-Book tactics.