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.

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.
