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.

​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 & eents participation
  • Social Media Management (SMM), including setup of corporate WeChat accounts
  • Performance based campaigns 
  • PR & online reputation management
  • Media buying
  • Offline seminars
  • Promo program design 

Payment Solutions

China optimized secure and reputable payment solutions for all your payment needs including:
  • ​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
  • CRMs for Brokerages 

Administrative Services


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

Technical Solutions


  • Web hosting solutions 
  • ​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
  • B2B Market Intelligence Services
  • Profitability Model Review and Optimization​

Research & Intelligence


  • ​Regional market intelligence reports 
  • Custom market studies & research including interviews and expert analysis
© 2013-2025. Trade Exact Consulting Inc. 244 Fifth Avenue, Q258, New York, NY 10001.