Train Smarter and Operate Better Grow Faster

Empower your brokerage team with expert-led technical training tailored for the Forex industry — from platform operations to client onboarding and compliance protocols.

What Makes Our Gateway Tech Different?

Strategic Forex Business Consulting That Works.

Real-Time Routing Engine
Built for speed and logic-based decision-making — our engine routes trades in milliseconds, factoring in market volatility, account type, and LP performance.

Modular Plugins & API Access
Choose from pre-built bridge plugins or request custom logic. We support full FIX API access and third-party modules for tailored integration.

No Hidden Markups or Conflicts
We offer true STP connectivity — with transparent execution, no dealing desk interference, and full control over pricing and spreads.

Who We Help

Our technical training solutions are tailored to support Forex brokerages at every level — from first hires to seasoned teams adapting to new tools and markets.

New Brokerages Training First Hires

Launching your first team? We provide foundational training to equip your staff with the skills needed to operate your trading platforms, manage clients, and stay compliant from day one.

Growing Firms Scaling Across Departments

As your operations expand, we help upskill cross-functional teams — from IT and compliance to sales and support — to keep performance consistent across regions and roles.

Operations Teams Adopting New Tools or Systems

Implementing new CRM software, MT5 upgrades, or risk tools? We make the transition smooth by ensuring your ops team understands how to use and maintain every new component.

Brokers Entering New Regulatory Regions

Expanding into Europe, Asia, the Middle East, or Africa? We help your team align with region-specific regulations, compliance workflows, and localization protocols.

What We Offer

What’s Included in Our Technical Training

1

Trading Platform Training

Get your team fully trained on platforms like MT4, MT5, cTrader, and Match-Trader.

  • Admin/back-office training for platform management
  • Dealer desk operations and risk settings
  • Client onboarding, leverage settings, and KYC integration
  • Order management and plugin handling

2

CRM & Back Office Training

Master your CRM system and streamline back-office tasks.

  • Managing leads, clients, and affiliate accounts
  • Using reports, segmentation, and automation tools
  • Workflow optimization across departments
  • KYC/AML procedures and compliance best practices

3

Compliance and Operations

Ensure your team understands the importance of regulatory compliance and efficient internal operations.

  • Jurisdiction-specific compliance protocols
  • Transaction monitoring, reporting, and risk alerts
  • AML documentation and escalation processes
  • Data handling, security practices, and audit readiness

4

Technical Systems & Tools

Train your IT and operations teams on the tools that power your brokerage.

  • Payment gateway and liquidity bridge handling
  • API integration and third-party tool management
  • Troubleshooting system errors and coordinating with vendors
  • Live walkthroughs of plugins, trading add-ons, and server environments

5

Sales, IB, and Support Staff Enablement

Your front-line teams need clarity, speed, and precision.

  • How to communicate platform features and benefits
  • Best practices for explaining pricing, spreads, and swaps
  • Sales scripts tailored to your offerings
  • Handling client questions and objections confidently

Why Choose Rotex?

With years of experience supporting forex brokers, we don’t just do Technical Trainning— we deliver Forex growth infrastructure.

Forex-First Trainers with Real-World Experience

Our trainers have worked inside brokerages — they know what your teams need because they’ve done it themselves.

Training Customized to Your Stack

Whether you use MT5, cTrader, custom CRMs, or proprietary tools, we tailor sessions to match your exact systems and business model.

Hands-On Learning — Not Just Theory

Your teams won’t just watch slides. We walk through real systems, live dashboards, and actual processes — making every session practical and actionable.

Remote or Onsite, in Multiple Languages

We offer training globally via live video or on-premise sessions, with multilingual options including English, Arabic, and Hindi.

Ongoing Training Support Available

Your business evolves — and so should your team. Our training can be provided on a recurring basis, ensuring your staff stays sharp, confident, and up to date.

Training Modules at a Glance (H2)

Training Area

 

MT5/MT4 Platform Training

CRM & Back Office Operations

KYC/AML & Compliance Protocols

API, Gateway & Bridge Setup

Sales & IB Enablement Automation✅

Regional Compliance Guidelines

Multilingual Training Support

Business consulting for forex brokers involves strategic guidance on launching, managing, and scaling a forex brokerage. This includes licensing, market entry strategies, regulatory compliance, operational optimization, and risk management tailored specifically to the forex industry.
Both new brokers looking to enter the market and established brokers aiming to scale or expand into new regions benefit from business consulting. It’s especially useful if you're unsure about licensing, operational structure, or regulatory requirements.
Rotex provides end-to-end support — from choosing the right jurisdiction and getting licensed to setting up MT5/CRM infrastructure, choosing liquidity providers, and implementing compliance frameworks. Our goal is to get you live, legally, and efficiently.
Yes. Operating without a valid forex license can lead to legal consequences and loss of credibility. Rotex helps identify the right jurisdiction for your needs and manages the licensing process from start to finish.
With our turnkey setup and business consulting, most clients go live within 6–8 weeks, depending on jurisdiction and regulatory approvals.
We assist with global expansion, including but not limited to the UAE, Southeast Asia, Africa, Europe, and Latin America. We tailor strategies based on regulatory, language, and market-specific factors.
It includes competitor research, regional compliance requirements, localization strategies, infrastructure needs, and go-to-market plans specific to your target country or region.
Absolutely. We perform a full audit of your workflows, tech stack, staffing, and compliance processes to identify inefficiencies and recommend optimizations.
We conduct a detailed risk analysis across financial, operational, and legal dimensions. Our recommendations help mitigate exposure, improve internal controls, and enhance business resilience.
At least once a year or whenever you’re expanding, introducing new products, or entering new jurisdictions. Our consulting is available as a one-time service or on a retainer basis for ongoing strategic input.
That’s common. We assist with restructuring and repositioning — whether you need to change your jurisdiction, upgrade your tech stack, or redefine your business model.
Yes. Our consulting services are independent. We help you no matter what stage you're in or which systems you currently use.
Consulting is strategic and advisory — we help you make the right decisions. Turnkey solutions are implementation-focused — we build and deliver the full operational setup. Many clients opt for both.
Yes, we help you acquire and manage multiple licenses, and ensure your operations remain compliant in all jurisdictions where you operate.
We specialize in major forex hubs like Dubai (UAE), Seychelles, Mauritius, BVI, Cyprus, and several others. Each has different benefits — we help you pick the best fit.
You can book a free consultation through the “Book a free consultation” button on this page or contact us directly via email or WhatsApp. We'll respond within 24 hours.
You can book a free consultation through the “Book a free consultation” button on this page or contact us directly via email or WhatsApp. We'll respond within 24 hours.
Yes, we provide high-level consulting for M&A, exit planning, and preparing your brokerage for acquisition or investment.
We offer ongoing support for KYC/AML procedures, regulatory reporting, compliance audits, and adapting to changes in regulatory requirements.
Yes. Our consulting team supports clients worldwide, and our recommendations are tailored to your jurisdiction, market, and language needs.

Ready to Take the Next Step?

Schedule a free consultation and discover how Rotex can help you build a stronger, more scalable Forex brokerage.