Client Portal
Designed by Wall Street experts.
Engineered by Silicon Valley technologists.
Manage your clients & partners seemlessly.
Take charge with our reporting suite that covers everything from HR to Marketing, Sales, and even Risk Management.
21+
13+
100,000+
100%
Easily tap into technology from our partners.
We can integrate with top trading platforms.
Our trading platform integration solution uses the best in class technology making our CRM feel the native solution.
(New integrations can take between 10 to 25 business days depending on the Platforms APIs.)
and many more...
We integrate with top global Payment Service Providers (PSP).
(New integrations are free and take between 5 to 10 business days depending on the PSPs APIs.)
We can link directly into major digital marketing and advertising platforms enabling you to manage your budgets and campaigns directly from the CRM. Leads are automatically imported.
All of this is topped by our reporting suite that enables you to monitor the entire client journey from Acquisition through KYC, Funding, and all the way to trading and P&L.
(New integrations are free and take between 5 to 10 business days depending on the Service APIs.)
Our CRM is extremely flexible and dynamic. It can easily tap into greatness from other services and bring all your data into one place saving time and eliminating human error.
A few example services are VoIP (Cloud) communications, news & RSS feeds, webinars tools, HR, cloud storage, and so many more.
(New integrations are free and take between 5 to 30 business days depending on the Service APIs.)
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.