The Client Portal empowers client connections. It provides crucial customer support to ensure a seamless onboarding process. It offers a range of payment providers integrated out of the box and a ticket system that helps reinforce your client relations.
All the comprehensive information about your trading and bank accounts are displayed in the Accounts Overview.
Create and manage trading account directly from the Back Office into your trading platforms, synchronize all transactions and balance movements.
Download the trading platform terminal for different platforms or devices such as Windows, iOS, and Android.
This feature lets you create and manage the terms and conditions and make sure that your clients are well aware of them. You can enable this feature for a specific section or for the whole client portal.
Get rid of repetitive tasks and let your clients communicate without any boundary with our requests system
Stop wasting time via phone calls, emails chasing your clients and simply let them store and upload all type of document files at any time
Choose from our variety of out of the box integrated payment service providers and accept payment worldwide. If you need any additional payments integrations feel free to contact us and we will be more than happy to integrate them into the system