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