Our Client Manager platform drives efficiency, profitability and compliance across your entire brokerage business.
Retail, joint, corporate, and institutional flows with different requirements per type.
Retail, joint, corporate, and institutional flows with different requirements per type.
Configure appropriateness tests and risk classifications based on selected products and rules.
Send cases to compliance/ops with role-based approvals and decision logging.
Handoff verified clients to CRM/Client Portal and downstream provisioning systems via API.
| Step | Client Action | Operational Outcome |
|---|---|---|
| Investor Onboarding Without MT4/5 | Complete guided form + upload documents | Application created with required fields |
| Precision Allocation (Up to 0.00001 lots) | ID + liveness checks | Automated KYC/AML/PEP screening + flags |
| Multiple Fee Types + Coupon Logic | Suitability / classification | Rules-based scoring and segmentation |
| Strategy & IP Protection | — | Role-based routing + audit logs of decisions |
| Partial Top-ups & Flexible Withdrawals | Confirm/sign as needed | Provision account + CRM handoff |
Digital Onboarding is built for integration. Connect your preferred KYC providers, trading platforms, payment rails, and internal back-office systems through API-led delivery.
Role-based access, decision logs, and exportable histories help teams meet internal policy and external regulatory expectations while keeping operations efficient.
Need bespoke workflows or connectors? Use Custom & Enterprise Capabilities.
No credit card required. Set up in 24 hours. 24/7 live support.
