Introducing Broker One-Stop Solution

A one-stop solution for fully disclosed introducing brokers.

Introducing Broker One-Stop Solution

Introducing brokers can complete the entire process of customer account opening, trading, and billing without setting up their own brokerage system, and they also can use the LongPort App that provides a new generation of securities trading experience and Whale Trade Terminal for dealers.

What can I do with Introducing Broker model, the one-stop solution?

To provide services whenever and wherever your customers need them. Your team can also get support for digital transformation to adapt to a fast-paced environment.

LongPort
Support all terminals including App, iPad, Desktop, Web
Whale Trade Terminal
Professional dealer terminal for extremely fast and convenient order placement
Securities Trading
Covering HK, US, and A-share markets and Supporting the trading of underlying stocks, ETFs, IPO, international placement, pre-IPO, CBBCs, and US options
Customer Management
A complete customer relationship management system that can efficiently complete customer conversion and customer relationship maintenance
Pricing and Rates
Preferential rates and flexible commission structure

The best practice for fully-disclosed introducing brokers

Not only promoting wireless trading terminals, but also providing a faster and more precise way to target customers

With LongPort App, your customers can always get satisfied with the full experience of Discovery, Learning, and Trading no matter where they are

Covering HK, US, and A-share markets, providing basic and advanced real-time quotes for each market
Stock overview, multi-dimensional rating, unique supply chain industry chain for quick discovery of investment opportunities
LongPort news, 24*7 tracking HK, US, and A-share markets hotspots, allowing you to identify the investment trends at all times
LongPort community has over 300 KOLs sharing their professional investment opinions
Dolphin Research provides exclusive interpretation and in-depth analysis of global core assets from veteran researchers

Global Trading

Attract more customers with excellent trading capabilities

Enhance your service and profitability with our powerful securities trading capabilities. You will see a more promising tomorrow with our continuous iterations.

Cover trading of all underlying stocks and ETFs in Hong Kong, US, and A-share markets
Support HK IPO subscription, international placement, and pre-IPO trading
Support HK warrants & CBBCs trading
Support US stock options trading

Acquire accurate customer data and provide effective services: Customer management is no longer a blind test. Professional tools are available to help you deeply understand customer needs, find and locate your most valuable customers, efficiently achieve customer conversion, maintain customer relationships, and maximize your return.

Quick Search
Quick search feature for customers' personal particulars, transactions, and portfolio information
CRM System
The complete customer relationship management system enables efficient customer conversion and customer relationship maintenance
Customer Service System
The sophisticated help center and customer service system are responsive to customer requests.

Preferential rates and flexible commission structure

Commission Rates
HK stock trading commission, US stock trading commission, HK stock financing rate, US stock financing rate
Flexible Broker Commission Splitting Structure
Flexible commission structure which adjusts split ratio for different broker groups in a flexible way
Tiered Pricing
Tiered pricing mechanism for different customers provides flexibility in billing and settlement

Whale Trade Terminal

Professional dealer terminal for extremely fast and convenient order placement

Breadth
Support more than 10 order types and satisfy various trading needs
Depth
Real-time quotes of HK, US, and A-share markets in addition to professional charting, market analysis, chart drawing tools, and multi-level advanced quotes
Operating Features
Support operator side features such as IPO subscription, margin call, and trade allocation
Dealers' Customization
Flexible panel configuration makes it easy to customize the interface based on individual dealer's preference

Get in touch with us and discover the exceptional digital solutions offered by Whale

Whale Introducing Broker is a one-stop solution for fully disclosed introducing brokers. Introducing brokers can complete the entire process of customer account opening, trading, and billing without setting up their own brokerage system, and they also can use the LongPort App that provides a new generation of securities trading experience and Whale Trade Terminal for dealers.