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