IB Portal Features

A powerful Traders/IB portal that empowers traders to manage operations from trading account opening to earning insights.

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Instant Account Setup

Easy and quick onboarding for IBs and their users with immediate access to live and demo trading accounts with automated KYC verification.

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Flexible commissions

Configure custom commission structures and manual balance adjustments, and track transaction history that maximizes incentives and revenues.

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Real-time Insights

Generate detailed reports with live data analytics, including account openings, deposit and withdrawal statistics, commissions, and performance metrics.

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Manage Integrated Account

Seamlessly integrate IB and client accounts with MT5, VERTEX, and Match Trader for streamlined trading operations and synchronized data flow.

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Financial Management

Manage transparent transactions, wallet-to-wallet transfers, deposits, and withdrawals via multiple methods such as Bank, UPI, and Crypto with detailed history.

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Ticketing Support System

Handle user and internal queries effectively 24/7 with a built-in ticketing system that guarantees faster solutions and organized assistance tracking.

User-Friendly Dashboard

Smart Dashboard

User-Friendly Dashboard

Quickly navigate through a simple, intuitive, and mobile-friendly interface designed to simplify complex operations in a few clicks

Verification Status

KYC Verification

Verification Status

Track KYC verification status, required document validations, and pending activities directly from the unified dashboard.

Live Alerts

Real-Time Notifications

Live Alerts

Get instant notifications on key activities like KYC approvals, account openings, financial operations, and support responses.

Powerful admin dashboard

Smart Dashboard1

User-Friendly Dashboard

Quickly navigate through a simple, intuitive, and mobile-friendly interface designed to simplify complex operations in a few clicks

KYC Verification1

Verification Status

Track KYC verification status, required document validations, and pending activities directly from the unified dashboard.

Real-Time Notifications1

Live Alerts

Get instant notifications on key activities like KYC approvals, account openings, financial operations, and support responses.

Let’s bring your vision to life

Vast CRM is committed to ensuring a smooth and successful experience. Reach out anytime—we are here to make sure you feel confident and secure in your journey with us.

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