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Internal transfers
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Internal transfers
Clients move monies from their
wallet facility
into trading accounts via internal transfers and visa versa
Multiple
wallets are permitted, such as for trading and partnerships
More Features
Secondary Market
Video Compliance
Deposits & Withdrawals
Internal transfers
Unlimited Accounts
Cross Selling
Create Property Prospectuses
Affiliate & IB Programmes
View trading history
Smart Verification
Next Steps Wizard
Management Fees
Appropriateness Testing
Registration Form
Sales funnel based model
Clear Focus on Risk Management
Wallet System
KYC & AML
Adaptive and Responsive
CRM Integration
Special Purpose Vehicles (SPV)
Transparent Reporting
Simple & Easy to Understand Interface
Documents Module
Downloads Centre
Affiliate & IB Programmes
Trading Platform Integration
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