Contact us
About
About Us
Career Opportunities
Company News
Contact Us
Software
CRM & Back Office
Client Portal
Affiliate Management
Crowdfunding Platform
Services
Web Design & Development
Marketing
Financial Education
Payment Gateways
Regulatory
Advisory
Accounting, Audit, Tax
Legal & Corporate
Cybersecurity
Advisory
Search
Menu
Menu
You are here:
Home
1
/
Client Portal
2
/
Crowdfunding Platform
3
/
Software
4
/
Internal transfers
Previous
Next
1
2
Internal transfers
Clients move monies from their
wallet facility
into trading accounts via internal transfers and visa versa
Multiple
wallets are permitted, such as for trading and partnerships
More Features
Video Compliance
Downloads Centre
Next Steps Wizard
Transparent Reporting
Wallet System
Cross Selling
Simple & Easy to Understand Interface
CRM Integration
Special Purpose Vehicles (SPV)
Registration Form
Management Fees
KYC & AML
Create Property Prospectuses
Sales funnel based model
Unlimited Accounts
Affiliate & IB Programmes
Smart Verification
Adaptive and Responsive
Appropriateness Testing
Clear Focus on Risk Management
Deposits & Withdrawals
Secondary Market
Internal transfers
View trading history
Documents Module
Affiliate & IB Programmes
Trading Platform Integration
Scroll to top