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Appropriateness Testing
Configure tests,
customisable
to the requirements of your regulator
Test outcome may determine available margin/leverage or even if a trading account is suitable/appropriate.
You decide
More Features
Simple & Easy to Understand Interface
Clear Focus on Risk Management
Special Purpose Vehicles (SPV)
Adaptive and Responsive
Create Property Prospectuses
Transparent Reporting
CRM Integration
Sales funnel based model
Downloads Centre
Appropriateness Testing
Video Compliance
Internal transfers
Affiliate & IB Programmes
Secondary Market
Deposits & Withdrawals
Smart Verification
Next Steps Wizard
View trading history
Documents Module
Wallet System
Management Fees
Unlimited Accounts
KYC & AML
Registration Form
Cross Selling
Affiliate & IB Programmes
Trading Platform Integration
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