Services overview 🚀
Broker evaluation, verification, and tailored recommendations
BROK offers a suite of services designed to help individual investors and advisors select brokers with confidence. Our core service begins with a comprehensive verification process that confirms regulatory registrations, custodial arrangements, and capital adequacy where disclosures allow. We then run practical platform testing to measure execution quality, latency, and order handling across common instruments. Fee analysis breaks down explicit and implicit costs, including commissions, spreads, financing rates, inactivity fees, and withdrawal charges. Each broker profile includes a usability assessment of desktop and mobile platforms, documentation of available order types and asset coverage, and support responsiveness checks. For organizations and high-net-worth investors we provide bespoke benchmarking reports and procurement advice. Our deliverables are transparent, source-linked, and designed to support procurement decisions, onboarding choices, and ongoing monitoring of platform risk.
What we analyze
BROK's analysis combines documentary verification with hands-on testing to produce a robust view of each broker. Regulatory checks map registrations against primary regulator registries to confirm legal status. Custody and client fund segregation practices are reviewed against published policies and third-party custodian disclosures. Fee analysis uses representative trade scenarios to calculate total round-trip costs and carry rates across relevant instruments. Execution testing captures fill quality, slippage, and speed under a configurable test plan that simulates real retail activity. Product analysis records available asset classes, derivatives support, and liquidity access. Platforms are evaluated for stability, crash recovery, and feature parity between desktop and mobile. Customer support tests verify response times and the accuracy of assistance. We also assess non-trading risks, including deposit and withdrawal processes, dispute resolution channels, and sanctions screening practices. All metrics include linked sources and, where possible, raw test data so users can audit findings and reproduce results.
How we deliver results
Results from BROK are delivered through clear, actionable formats tailored to different user needs. Publicly available broker pages present side-by-side comparisons with normalized scores for safety, cost, execution, product coverage, and usability. For subscribers and institutional clients we provide downloadable benchmarking spreadsheets, executive summaries, and a prioritized shortlisting tool that filters brokers by user-specified criteria. Bespoke engagement includes on-site workshops, procurement support, and re-evaluation timelines tied to regulatory or product changes. Every report includes a source index that links to regulator registries, broker disclosures, and raw test records where permitted. Deliverables emphasize reproducibility: test plans, sample order specifications, and scoring weightings are published so users can understand the assumptions behind each score. We also provide monitoring alerts for material changes such as licensing shifts, platform outages, or announced fee changes. This combination of transparency and practical tooling helps clients make operational decisions with a defensible evidence base.
Service highlights
- Regulatory verification and custody checks
- Transparent fee modeling and comparison
- Execution and platform stability testing
- Bespoke benchmarking and procurement support