Accounts

Client Portal

Where your clients open accounts, fund them and trade.

The client portal is the front door of your brokerage: sign-up, KYC, account opening, funding and withdrawals, all under your brand.

Sign-up and KYC with document upload

Account opening on any connected platform

Deposits, withdrawals and internal transfers

Balances, positions and statements

Support tickets

Profile and security settings

See it running

Book a walkthrough

Thirty minutes on your own data, with the modules your desk actually uses.