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
/
Appropriateness Testing
Previous
Next
1
2
3
4
5
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
Clear Focus on Risk Management
Management Fees
Registration Form
Deposits & Withdrawals
Affiliate & IB Programmes
Simple & Easy to Understand Interface
Smart Verification
Create Property Prospectuses
View trading history
Cross Selling
Unlimited Accounts
Secondary Market
Video Compliance
Documents Module
Internal transfers
Adaptive and Responsive
Transparent Reporting
Special Purpose Vehicles (SPV)
CRM Integration
KYC & AML
Appropriateness Testing
Wallet System
Sales funnel based model
Next Steps Wizard
Downloads Centre
Affiliate & IB Programmes
Trading Platform Integration
Scroll to top