Feature

Platform features

Feature set for broker-branded trading operations.

TPDesk combines investor access, agent-assisted workflows, white-label delivery, and market connectivity direction into one broker platform.

TPDesk Investor Terminal and Agent Terminal connectivity

Investor Terminal

Client-facing market access, account visibility, and trading activity in the broker brand.

  • Broker-branded investor interface
  • Trading activity and market workflow access
  • Account visibility inside the broker experience
  • Designed to work alongside assisted trading operations

Agent Terminal

Broker-team workflows for assisted trading, account support, and operational service.

  • Assisted trading support workflows
  • Investor service and account support use cases
  • Controlled access for broker representatives
  • Designed to complement the Investor Terminal

Core capabilities

TPDesk is structured around the workflows a stock broker needs to commercialize a trading terminal: brand control, terminal access, assisted workflows, and market-facing readiness.

  • White-label trading platform for stock broker brands
  • Investor Terminal for client-facing market access
  • Agent Terminal for assisted trading and support
  • Architecture aligned with NASDAQ Matching Engine connectivity
  • SaaS delivery model for scalable deployment

One platform, two terminal workflows.

The Investor Terminal and Agent Terminal are features inside TPDesk, not separate products. Brokers can offer investors a branded trading experience while giving internal teams the tools to support assisted trading and client service from the same platform story.

TPDesk terminal workflows for investors and broker agents