Brokerage Business Development in China - Trade Exact Consulting Inc.
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Service Solutions

What we do

We provide complete consulting solutions to FX and CFD brokers, securities brokers, crypto exchanges, OTC industry vendors and other financial institutions.

We help those that are already doing business in Greater China market or are preparing to make the step into Chinese markets.

We will analyze your business model and product portfolio and advise on the best market entry or market expansion approach. By doing so, we create client-tailored solutions that work.
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​Management Consulting

Based on many years of experience in doing business in China, we know how to address the most common challenges when entering or expanding your Chinese market operations. We help you identify the key pivot points, target growth areas and avoid costly mistakes. 

Management consultancy model allows us to focus on your specific needs and develop custom solutions in a transparent and cost-effective manner. 

Legal Services

  • Incorporation in China
  • Trade mark registration
  • Patenting in China
  • Trademark registration in China
  • Trademark disputes resolution
  • Obtaining ICP license 

Marketing

  • ​Competitive landscape analysis
  • Product & pricing design
  • Conference & Events participation
  • Social Media Management, including setup of Corporate WeChat Accounts
  • Performance based campaigns 
  • PR & online reputation management
  • Media Buying
  • Offline seminars
  • Publishing services
  • Promotion design 

Payment Solutions

China optimized secure and reputable payment solutions for all your payment needs including:
  • Visa/MasterCard
  • China Union Pay​ cards
  • Online bank wires
  • Mobile payments
  • Vouchers

Sales & CRM


  • Sales Team KPIs design
  • Sales policy design and optimization
  • Salesforce CRM integration
  • Salesforce CRM training

Administrative Services


  • Office space search
  • Executive Search
  • Outsourcing payroll services
  • Outsourcing accounting services
  • Translation & localization services

Technical Solutions


  • Web hosting solutions 
  • Toll-free number setup (400-numbers)
  • SMS-systems setup and API integration
  • Liquidity sourcing 
  • Trading infrastructure setup (HK3 DC, dedicated lines, cloud solutions and routing optimization)

B2B Sales Design 

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  • Introducing Broker Policy Review
  • IB Policy Competitor Landscape design
  • Profitability Model Design​

Research & Intelligence


  • ​Regional market intelligence reports 
  • Custom market studies & research including interviews and expert analysis
Contact Us
© 2013-2023. Trade Exact Consulting Inc. 244 Fifth Avenue, Q258, New York, NY 10001.
  • Home
  • Solutions
  • About Us
  • Our Clients
  • Company News
  • Articles
  • Contact Us