Your complete platform,
rebuilt from the ground up
A modern, secure, compliance-ready trading platform to replace your existing system. Everything you need to run PBO Invest at scale, with the Pragma handbook business and Oriel AI built into the same ecosystem.
We are building PBO Invest as three connected applications that share a single database. When a client deposits in the Traders Room, your agents see it immediately in the CRM. When an agent edits a trade, the client sees the update in real time. Everything is connected, everything is tracked, everything is auditable.
The full build covers the Traders Room (client portal), CRM (agent and admin workspace), public website, Pragma Business Outlook handbook site, Oriel AI subscription feature, mobile apps for Android and iOS, and desktop software for Windows and macOS.
The Traders Room is a mobile-first single-page application built for the 60% of your clients who trade from their phones. It replaces the current PHP/jQuery Traders Room with a modern React interface that loads instantly and updates in real time via WebSocket.
- Portfolio overview with total balance, active trades, available margin, and 7-day P&L
- Trading account cards showing individual balances, P&L, and tier badge
- Market overview strip with live prices for forex, crypto, indices, and commodities
- Assigned finance manager card with direct message link
- Economic calendar showing upcoming high-impact events
- Up to 5 trading accounts per client, each with independent balance and trade history
- Full-screen charting with TradingView Lightweight Charts (candlestick, line, area)
- Multiple timeframes (1M, 5M, 15M, 1H, 4H, 1D, 1W)
- Technical indicators and drawing tools
- Order panel with Market, Limit, and Stop order types
- Buy/Sell toggle with live bid/ask prices and spread display
- Configurable leverage (1:10, 1:25, 1:50, 1:100)
- Stop Loss and Take Profit on every order
- Open positions table with real-time P&L, close button on each trade
- Pending orders and trade history tabs
- Live price data from Twelve Data API, cached through Redis for speed
- Card deposits via Stripe (max $1,000 per transaction, 3% fee configurable)
- Crypto deposits: BTC, ETH, and USDT (ERC-20) with generated deposit addresses
- Real-time deposit confirmation via Stripe webhooks and blockchain monitoring
- Withdrawal requests submitted to admin queue (all withdrawals are manual review)
- Full transaction history with status tracking (pending, confirmed, rejected)
- Minimum deposit: $250
- KYC document upload (passport, ID, proof of address) with status tracking
- Profile management (personal info, phone, timezone)
- TOTP two-factor authentication setup
- Password change with session invalidation
- Notification centre (deposits, trade updates, system alerts, promotions)
- In-app messaging with assigned agent
- 15 transactional email types via Resend API
Every tier offers the same instruments and leverage. The tiers are differentiated by minimum deposit and the level of service your team provides. All tier names, minimums, and parameters are configurable from the CRM without code changes.
| Tier | Min Deposit | Leverage | Service Level |
|---|---|---|---|
| Mini | $250 | 1:100 | Standard support |
| Standard | $1,000 | 1:100 | Priority support |
| Classic | $10,000 | 1:100 | Account manager |
| Pro Invest | $50,000 | 1:100 | Senior manager + Oriel AI |
| Quantum System Pro | $250,000 | 1:100 | Dedicated team + Oriel Elite |
The CRM replaces your current PHP admin panel with a full-featured agent workspace. Three roles with strict permission boundaries. 28 routes, 75+ API endpoints. Every action logged, every trade edit auditable, every client interaction tracked on a unified timeline.
| Capability | Super Admin | Team Leader | Agent |
|---|---|---|---|
| Client Access | All clients | Team clients | Own clients only |
| Trade Editing | Any trade | Team trades | Own client trades |
| Deposits/Withdrawals | Approve/reject all | View team only | View own clients |
| KYC Review | Full access | Team (if granted) | No access |
| Analytics | Platform-wide | Team-scoped | Personal stats |
| Agent Management | All agents | Team agents | Self only |
| System Settings | Full control | No access | No access |
| Audit Log | Full access | Team actions | Own actions |
- Client directory with advanced filters (status, country, tier, agent, deposit range, date range)
- Bulk actions: assign agent, change status, export CSV
- 10-category lead scoring system (New, Contacted, Interested, Deposited, Active, High Priority, VIP, Dormant, Declined, Closed)
- Unified Client Timeline showing every deposit, trade, call, email, note, login, and KYC event in chronological order
- Client behaviour tracking: page views, deposit page visits, session duration, actionable engagement signals
- UTM and lead source attribution from registration through first deposit
- Full trade editing: entry price, current price, leverage, side (buy/sell), stop loss, take profit
- Complete audit trail on every edit (who changed what, when, before/after values)
- Deposit confirmation workflow with Stripe transaction verification
- Withdrawal approval queue with automated risk scoring (0-100 based on 6 weighted factors)
- Reject with reason: insufficient KYC, suspicious activity, exceeds limit, custom
- Platform wallet editor for managing crypto deposit addresses
- VoIP calling from the browser via Telnyx WebRTC (click-to-call from any client page)
- Call recording stored to Cloudflare R2, playable from the client timeline
- Post-call workflow: outcome, notes, follow-up scheduling (mandatory)
- Call monitoring for supervisors: Listen, Whisper, and Barge modes
- 10 pre-seeded email templates with variable support (client name, balance, agent name)
- Custom email compose with open and click tracking via Resend
- Live chat between agent and client via WebSocket
- In-app message inbox grouped by client conversation
- Revenue over time (line chart, 30/60/90 day toggle)
- Conversion funnel: Registered to Contacted to Interested to Deposited to Active Trader
- Agent Performance Scoring: 100-point composite (conversion rate, deposit volume, response time, retention, task completion)
- Agent leaderboard ranked by composite score (week/month/quarter/all time)
- Team comparison with revenue, conversion rate, and client distribution
- Revenue attribution by lead source, campaign (UTM), country, account tier, and deposit method
- Deposits by method breakdown (Card, BTC, ETH, USDT)
- Exportable reports for compliance and management review
- Scheduled tasks auto-generated from call outcomes and system triggers
- Manual task creation with due date, priority, and client assignment
- Overdue task alerts and dashboard widget
- KYC review queue with document viewer and approve/reject flow
- Agent onboarding system with guided setup and permission escalation
- Immutable trade edit history (nothing can be deleted, only appended)
- Agent activity logging: every action recorded with before/after snapshots
- 7-year data retention in line with financial compliance standards
- Full audit log searchable by agent, action type, client, and date range
The main marketing and registration site for PBO Invest. Warm light theme designed to build trust and convert visitors into registered clients.
- Hero section with platform preview, account type overview, and registration CTA
- Account types page with all 5 tiers, features, and minimum deposits
- Client registration with email verification and KYC onboarding flow
- Legal pages: Terms of Service, Privacy Policy, Risk Disclosure, AML/KYC Policy, Cookie Policy, Refund Policy, Data Processing Agreement
- About page with company information and trust signals
- Support/contact section
- Handbook sales section cross-selling Pragma Business Outlook products
- SEO-optimised, fast loading, responsive across all devices
A standalone website for selling finance and business handbooks, registered as a US LLC in Wyoming. This operates as its own business entity but shares the Stripe account and cross-promotes with PBO Invest.
- Product catalogue for digital handbooks (PDF + ePub format)
- Stripe checkout for one-time handbook purchases
- Instant digital delivery after payment confirmation
- User accounts with purchase history and download library
- Blog section for market analysis and educational content
- Training courses section (expandable post-launch)
- Cross-platform account linking with PBO Invest (shared auth)
- Cross-sell banner linking to PBO Invest trading accounts
- US LLC entity: Pragma Business Outlook LLC, Wyoming, via Northwest Registered Agent
Oriel AI is a trade insights feature that lives inside the Traders Room. It launches as a "Coming Soon" page with a waitlist, then goes live when subscription revenue covers the AI API costs with margin. This creates a new recurring revenue stream on top of the trading platform.
- "Coming Soon" landing page within Traders Room with Oriel branding (gold hexagonal mark)
- Three subscription tiers: Basic ($29/mo), Pro ($79/mo), Elite ($199/mo)
- Waitlist signup with email collection and selected tier preference
- Live counter showing number of waitlist subscribers (social proof)
- Stripe recurring subscription setup for all three tiers
- Daily AI-generated market summary delivered in-app and via email
- Personalised trade ideas based on client trading history with confidence scores
- Sentiment analysis aggregating news and social media per instrument
- Portfolio-level risk analysis (concentration, correlation, exposure)
- Real-time push notification signals for significant price movements (Pro tier and above)
- Custom alert setup for price thresholds and volume spikes
- 1-on-1 AI consultation sessions (Elite tier)
- API access for programmatic signal consumption (Elite tier)
- Android app published on Google Play Store
- iOS app published on Apple App Store
- Windows desktop application with installer
- macOS desktop application
- All apps share the same codebase as the web platform for consistency
- Push notifications for deposits, trade updates, and Oriel AI signals
- Touch-optimised trading terminal with bottom tab navigation on mobile
- Auto-update mechanism for desktop apps
The full cost to build, run, and continuously develop your platform.
Operations and development retainer start at platform launch, not during the build phase. Your total monthly commitment post-launch is $2,450/month.
Development fee is split across four milestones tied to real deliverables. You pay as we deliver.
| Milestone | Trigger | Amount |
|---|---|---|
| Project Kickoff | Contract signing | $12,840 |
| Milestone 2 | Website + Traders Room core live (~Month 2) | $10,000 |
| Milestone 3 | CRM core + deposits/withdrawals live (~Month 3-4) | $10,000 |
| Platform Launch | Full launch + handover (~Month 4-6) | $8,000 |
The first payment includes $840 for LLC formation and setup costs (domain registration for 3 years, Google Play developer account, Apple Developer account, Windows code signing certificate).
If you were to assemble the same functionality from off-the-shelf managed services, this is what it would cost.
- MetaTrader white-label: $5,000-$15,000/month
- HubSpot or Salesforce CRM: $1,200-$3,600/month
- Twilio or RingCentral VoIP: $500-$2,000/month
- Managed cloud hosting: $500-$2,000/month
- Custom integration work and setup fees
- You never own the code or the data
- You own every line of code
- Self-hosted, no vendor lock-in or monthly licence fees
- Built specifically for your workflow and your team
- Full control over pricing, fees, and feature rollout
- One developer who knows the entire system top to bottom
- Ongoing feature development included in retainer
All specifications are already written. 23 database tables designed, 100+ API endpoints mapped, every screen documented. There is no discovery phase. This is pure execution.
Second payment ($10,000) triggers at Month 2 when the Traders Room is live. Third payment ($10,000) when the CRM core is functional. Final payment ($8,000) at full platform launch.
After launch, the $1,500/month retainer covers everything you need to keep the platform running and improving.
12-month minimum commitment. Auto-renews annually. 60-day written notice to cancel. Development hours do not roll over between months. Major feature additions that exceed the monthly allocation are quoted separately at a preferential retainer-client rate.
Your platform charges fees to clients. Every fee listed below is fully configurable from the CRM admin panel. These are not costs to you. They are revenue generators.
Card deposit fee: 3% processing fee passed to the client (covers Stripe fees with margin). Withdrawal fee: Configurable per withdrawal method (crypto, bank wire). Trading spread: You control the markup on every instrument. Oriel AI subscriptions: $29, $79, or $199/month per subscriber, pure recurring revenue.
All fee parameters are set from Settings in the CRM and can be adjusted at any time without code changes.