Client management
Bring client profiles, account details and relationship activity into one view.
Your entire brokerage.
In focus.
Connect clients, onboarding, payments and partners in a clear operational workspace.
Workspace / OverviewJD
YOUR BROKERAGE, AT A GLANCE
This month Good morning, Jamie.
Total deposits$248,650+12.8% vs. last month
Active clients1,284+8.4% vs. last month
Trading accounts2,406+16.2% vs. last month
Capital flowDeposits Withdrawals
01 Jun07 Jun14 Jun21 Jun30 Jun
Recent activityView all
AC Alex CarterAccount verificationApprovedJust now
SL Sam LeeTrading accountCreated2 min ago
Ready to deploy. Configure your branding, integrations and workflows. Sample account data shown.
Broker CRM.
Your way.
Bring the daily work of your brokerage into one connected view. Help sales, operations and support work with a consistent picture of the client, while giving traders a branded client portal.
Onboarding & KYC
Organize documents, verification reviews and the next step in each client journey.
IB & affiliate workflows
Manage referral relationships and commission structures around your business model.
Payments & reporting
Review transaction activity, account operations and reports from a central workspace.
THE BIGGER PICTURELess friction.
Less friction.
More possibility.
A clearer view of every client
Connected teams and workflows
A client portal with your identity
LET’S MAKE IT YOURSYour next chapter.
Your next chapter.
Starts with a conversation.
Tell us what you’re building. We’ll connect the possibilities.