Our BackOffice solution is integrated with your trading platforms enabling you to open accounts, view uploaded documents and monitor trading activity.
You can also use features such as our swaps management and corporate actions tools to efficiently make changes to trading conditions.
IBs are an essential part of a modern-day brokerage firm. Our system is designed to manage multiple levels of IBs and can manage the tracking and payments to relevant parties.
Powerful reporting is key to managing multiple levels of IBs and our interface makes it easy to track:
- Trading activity
- Last trade activity so you understand which clients are active and which are inactive traders
The system automates the calculation and allocation of payouts to IBs and sub IBs.
Affiliates’ influence in the trading industry continues to grow. Any reputable brokerage firm has a strong network of affiliates as part of their marketing strategy. There are many great specialised affiliate marketing software’s available. We have integrated with many to support this important business function with powerful tracking and reporting which will satisfy all your affiliate needs.
An interface designed for management of a client’s trading activities is essential to the positive experience if your clients.
From the one interface the client can upload documents, download their trading platform, log into web platform, request support as well as run reports.