"White label" covers arrangements that differ enormously in scope. Two offers at similar prices can include very different things, and the gaps are rarely obvious until after signature.
1. What is actually included
Ask for the complete list, and specifically whether these are included or extra: the client portal, the CRM, the admin panel, WebTrader, a mobile app, copy trading, MAM and PAMM, and the commission engine. Packages commonly include the first three and price the rest separately.
2. How deep the branding goes
- Your domain on the client portal — usually yes.
- Your branding in system emails — sometimes not.
- Your name on the mobile app in the stores — often extra.
- Vendor branding removed entirely from client-facing surfaces — ask explicitly.
A client who sees a vendor's name anywhere in your funnel is a client who now knows you are a white label.
3. Platform arrangement
Is the trading platform bundled, or do you arrange it separately? Bundled is simpler and less flexible. Separate gives you leverage and more to manage. Neither is wrong, but you should know which you are buying.
4. Custom development
Almost every brokerage needs something non-standard eventually — a commission model, a payment provider, a local onboarding requirement. Ask whether the vendor does custom development at all, and what it costs. A vendor that cannot extend the platform is a ceiling you will hit.
5. Data ownership and exit
Get straight answers to all six
We will answer every question in this checklist for our own offering.