Business Services — Money.net

Everything You Need to Launch a Regulated Investing Product.

No broker-dealer license required on your end. money.net handles the infrastructure, compliance, and regulatory overhead so you can ship faster and scale with confidence.

Service 01

Brokerage as a Service

Launch a fully regulated, branded brokerage in a fraction of the time it would take to build from scratch. No broker-dealer license required on your end. Or bring your existing FINRA-registered BD and plug directly into our infrastructure and Green Pier clearing agreement — skipping months of bilateral negotiation. Money.net provides the entire back-office — execution, clearing, custody, and compliance — while you own the customer experience and brand.

Our cloud-native, event-driven platform handles everything from account opening and money movement to order execution and client reporting — scalable to over one million trades per hour, with 60+ APIs for seamless integration into any tech stack.

Account Management

User profile creation, permissions, and approval workflows

Money Movement

Secure fund transfers with automated workflows and verification

Trading

Order execution with dynamic order types and fractional shares

Clearing & Settlement

Transaction processing and settlement via established prime brokers

Direct Indexing

Personalized index-based investment strategies at scale

Client Communications

Integrated portals, statements, and automated reporting

Talk to Sales About BaaS
BaaS Architecture
Your Brand & UX
Web · Mobile · Excel · White-label
BaaS Layer
Account Opening · Order Execution · Money Movement · Compliance · Reporting
Market Infrastructure
Green Pier Clearing · Custody · Exchange Connectivity · Tax and Bookkeeping
Time to Market
Weeks
vs. Building
2–3 Yrs
Your Brand · Money.net Infrastructure
YB
Your Brand Platform
SPY
582.10
+0.61%
AAPL
211.54
+1.22%
BTC
68.2K
+2.31%
Powered by Money.net
Data Coverage
10M+ Instruments
Platform Uptime
99.9% SLA
Go-Live Time
Days, Not Months
Platforms
Web · App · Excel
Service 02

White-Label Application

Offer your clients a world-class financial data and analytics platform under your brand. Fully customizable with your logo, color scheme, and website links — indistinguishable from a purpose-built solution.

Connect the platform to your existing market data vendor relationships, or opt for a fully turn-key deployment powered by Money.net's data infrastructure. Either way, you're live in days, not years.

  • Fully branded: logo, colors, domain, and links
  • Web and Excel versions
  • Real-time quotes, charting, news, and screener
  • Connect to your existing feeds or use Money.net's
  • Custom user access tiers and permissioning
  • Single sign-on (SSO) integration with your existing auth
  • Private cloud or Money.net hosted deployment
  • Ongoing platform updates and new features included
Request a Platform Demo
Service 03

Enterprise Market Data API

Integrate real-time and historical financial market data directly into your applications, quantitative models, and automated workflows. Built for high-throughput, low-latency production environments.

Our API supports both REST for polling and WebSocket for streaming, giving you the flexibility to build any financial application — from algorithmic trading systems to portfolio management dashboards.

  • REST API & WebSocket API
  • FIX protocol connectivity for trading systems
  • Global multi-asset: equities, FX, crypto
  • Tick-level historical data dating back years
  • Reference data: corporate actions, dividends, splits
money-net-api
# Real-time quote — WebSocket
const ws = new WebSocket(
  'wss://api.money.net/v2/stream'
);
ws.send(JSON.stringify({
  "symbols": ["AAPL", "MSFT"],
  "fields": ["price", "volume"]
}));
# Response
{
  "symbol": "AAPL",
  "price": 211.54,
  "volume": 2147832,
  "timestamp": "2026-05-27T14:32:01.004Z"
}
REST WebSocket FIX Python SDK Node.js SDK
Compliance Dashboard
FINRA CAT Reporting
Daily submission — automated
✓ COMPLIANT
Best Execution — Q2
Rule 606 quarterly report
✓ FILED
Trade Surveillance Alert
Unusual volume pattern — NVDA
⚑ REVIEW
KYC/AML Screening
47 new accounts — automated
✓ CLEARED
Audit Trail Export
Immutable log — 7-year retention
✓ ACTIVE
Service 04

Compliance & Regulatory Solutions

Navigating financial regulation is complex and costly. Money.net's compliance suite automates the reporting, monitoring, and record-keeping obligations that financial firms must meet — reducing risk and operational overhead simultaneously.

Designed for broker-dealers, RIAs, and banks operating under FINRA, SEC, and global regulatory frameworks, our compliance tools integrate seamlessly with your existing operations.

  • Regulatory reporting automation (FINRA, SEC, CFTC)
  • Trade surveillance and pattern detection
  • Best execution monitoring and analysis
  • Real-time risk management dashboards
  • Client suitability and KYC/AML workflows
  • Immutable audit trail and record-keeping
  • Customizable compliance rules engine
  • Integration with existing OMS and risk systems
Discuss Compliance Solutions
For Technical Teams

Built API-First. Designed for Your Engineering Team.

60+ REST and WebSocket APIs covering account opening, order execution, money movement, bookkeeping, compliance, and recurring transactions.

API documentation and sandbox access available to qualified partners. Contact our team to begin your technical evaluation.

Request API Documentation
account-open.json
POST /accounts/open
{
  "firstName": "Jane",
  "lastName": "Doe",
  "email": "jane@example.com",
  "accountType": "individual",
  "fundingSource": "bank_link"
}
// Response
{
  "accountId": "acc_8f3k2p",
  "status": "pending_kyc",
  "kycRedirectUrl": "https://kyc.money.net/..."
}

Let's Build Something Together

Tell us about your use case and we'll design a solution around your specific needs. No off-the-shelf packages — everything is tailored to your firm.