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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
Wallet System
Deposits & Withdrawals
Management Fees
Smart Verification
CRM Integration
Unlimited Accounts
Simple & Easy to Understand Interface
Create Property Prospectuses
Adaptive and Responsive
Clear Focus on Risk Management
Documents Module
Registration Form
Special Purpose Vehicles (SPV)
Next Steps Wizard
Transparent Reporting
Affiliate & IB Programmes
Appropriateness Testing
KYC & AML
Cross Selling
Downloads Centre
Secondary Market
View trading history
Sales funnel based model
Video Compliance
Internal transfers
Affiliate & IB Programmes
Trading Platform Integration
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