Dynamic. Secure. Powerful.

Designed by Wall Street experts.

Engineered by Silicon Valley technologists.

Client Portal

CRM: Operations

Our Features

Manage your clients & partners seemlessly.


Manage all client needs from one place.

Minimize human error by 99.99%


Keep your Sales focused and effective.

Reduce your Sales wasted time by 1500%

Client Portal

One stop for all client needs.

Clean, Simple, Intuitive.

IB Portal

Manage IBs easily & control rebate programs.

Enable IBs with reports on their clients.

PAMM Portal

Take advantage of our Percentage Allocation Management Module (PAMM).

Full Reporting Suite

Take charge with our reporting suite that covers everything from HR to Marketing, Sales, and even Risk Management.

Understand your Clients
Monitor your Exposure
Review Employee Performance
Track Commissions & Rebates

Our Customers


Brokers & Institutions


Exchanges & PSPs


Requests Processed Per Second


Reliability Guarantee


Easily tap into technology from our partners.

Stay tuned for the upcoming launch of our proprietary pattern recognition, forecasting, and alerting Artificial Intelligence (AI).

WhiteLabel your solution with a click of a button.

Extend your CRM to whitelabels and manage them from the same place. Configure new whitelables from your operations center. Automate comissions, fees, and integrations.

In turn, whitelables can control their branding on the CRM, portals, and emails. Whitelabels can enjoy the full suite of products at a great discount thanks to you.