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