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White-Label

Your Brand.
Our Execution Engine.

Deploy the full OHLCX platform under your own brand. Built for RIAs, broker networks, fintech platforms, prop desks, and trading educators who need institutional-grade execution without building it from scratch.

OHLCX is a complete, production-ready model for trading-focused products. It ships with Dockerized infrastructure, a responsive React interface, native Schwab connectivity, the TRIMMER execution engine, and a credit-based monetization system - purpose-built for firms that want an execution advantage without the engineering overhead.

Partnership & white-label overview

The same partnership overview deck includes white-label positioning. Preview below or download the PowerPoint.

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What You Get

Every white-label deployment includes the full OHLCX platform stack:

✓Full OHLCX trading platform - dashboard, orders, positions, portfolio, asset detail
✓Options + equity order forms with TRIMMER, OCO, TSP exit flows
✓Strategy builder + signals + automation layer
✓AI assistant (Support KB + Trading data modes)
✓Real-time Schwab API connectivity (OAuth)
✓Admin user management dashboard
✓Credit-based billing via Stripe (co-branded)
✓Community trading rooms
✓Mobile-responsive web app
✓MCP server for developer/IDE integration

How It Works

01
Scope & Agreement

We align on branding requirements, user volume, broker connectivity needs, and SLA expectations. NDA signed. Term sheet issued. Typical timeline from inquiry to agreement: 5–10 business days.

02
Branding Package

Provide your logo, color palette, and domain. We apply your identity across all platform surfaces - navigation, emails, PDFs, error pages, and the trading UI.

03
Deployment

Your white-label instance is deployed on isolated, Dockerized cloud infrastructure. Custom domain, SSL, and CNAME configured. Full admin dashboard provisioned with user management, billing controls, and role management.

04
Onboarding

Your team and clients are onboarded with guided setup docs. Schwab OAuth connection flow is branded to your domain. We provide a dedicated Slack channel for technical support during launch.

05
Ongoing Operations

Monthly platform updates automatically applied to your instance. Usage analytics dashboard with credit consumption tracking. Dedicated account manager. SLA-backed uptime guarantee.

Pricing

White-label licensing is custom-quoted based on user volume, broker connectivity requirements, and SLA tier. Additional revenue vectors include: API access licensing for systematic traders, and enterprise packages for trading firms. Contact us for a proposal - we respond within 1 business day.