• Client Portal Software

    An automated web solution connecting the trader with the platform. Works with all devices so your clients can manage their account any time, any place.

    Client Portal / Cabinet Software

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It has to be good, robust and scale-able, to create and cement the trust between you and your customer for the lifetime in which they are with you.

Your client portal is the business-end of your website, controlling the on-boarding process of registration, document uploading and funds management.

Control the client journey fully inside your ecosystem, with access to platforms, regulatory tests, emails, alerts, marketing other products and up selling.