Rebranded Client Portal
for FX Clients

An elegantly rebranded portal, specifically designed to provide a unified and intuitive user experience for your clients, whether first timers or seasoned professionals.

Below are some of the key highlights:​

  • Digital Onboarding​.
  • Intuitive Dashboard​.
  • Account Management.​
  • Multi-Currency Wallet​.
  • Statements & Reports​.
  • Integrated with MT4/MT5 and other trading platforms.​
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Product Overview

Digital Onboarding​

Seamlessly onboard your clients with an intuitive design and configuration option to meet the regulatory requirements.

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Manage FX Trading Accounts

Create and manage multiple live / demo trading accounts under one profile.

Multi-Currency Wallet

A built-in Multi-Currency Wallet to enable clients, to deposit and maintain funds in the currency of their choice and avoid additional conversion charges.

Managed Accounts

Built-in next generation Managed Account module is to attract fund managers and investors.

Automated Statements

Intuitively designed statements for Trading Accounts, Investors and Fund Managers.

Notification Center

Built-in interface to view notifications such as account approval, successful transactions and for pending activities.

Support Center

Built-in Support Center for your clients and operations team to seamlessly interact.

Seamless Client Experience

Is The New Normal

A consistent user experience across all OS's, devices and screen sizes is no longer optional, It's a given.

Benefits

Supports digital onboarding for both, individual and corporate clients.

Seamlessly integrated with Client Manager platform.

Intelligent, real-time analytics dashboard, to keep KPI’s front and center, on track.

Multi-Currency wallet for clients, to readily deposit, withdraw and transfer funds across multiple currencies.​

Integrated social pages for trade leaders, to promote their profiles.

API based integration with all major Payment Service Providers.

Personalized, push-alerts and notifications.

Multilingual support.

Related Products

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