The system your whole brokerage actually runs on.
Lead to deposit to retention to compliance, in one place. Sales, onboarding, payments, partners, marketing and reporting stop being six vendors and six reconciliations.
One record follows the client from first click to final withdrawal.
No CSV between the marketing tool and the CRM, no second identity in the payments dashboard, no third in the reporting stack. The client is one record with one history.
Acquire
Landing pages, affiliate links and campaign tracking feed leads in with full attribution intact.
Qualify
Scoring and routing put the lead on the right desk, in the right language, within the SLA.
Verify
Automated KYC, screening and appropriateness checks clear the account without a manual queue.
Fund
Orchestrated PSPs with cascading retries turn a declined card into a completed deposit.
Trade
Account groups, leverage and bonuses applied automatically to the live trading account.
Retain
Behaviour-triggered journeys, loyalty tiers and reactivation flows run without a marketer clicking send.
Eight departments, one system of record.
Every module reads and writes the same client, account and transaction objects — which is why the deposit number on the sales dashboard matches the one finance reconciles.
Lead & sales desk
01 / 08- Configurable pipelines per desk, brand, language and jurisdiction
- Lead scoring on source, behaviour and deposit intent signals
- Round-robin, weighted or rules-based auto-assignment with SLA timers
- Duplicate and recycled-lead detection across brands
- Click-to-call VOIP with recordings attached to the client timeline
- Call dispositions, callback queues and daily desk targets
Lead & sales desk
Turn traffic into funded accounts without losing the thread.
- Configurable pipelines per desk, brand, language and jurisdiction
- Lead scoring on source, behaviour and deposit intent signals
- Round-robin, weighted or rules-based auto-assignment with SLA timers
- Duplicate and recycled-lead detection across brands
- Click-to-call VOIP with recordings attached to the client timeline
- Call dispositions, callback queues and daily desk targets
Onboarding, KYC & AML
Verification that clears clients fast and satisfies the regulator.
- Dynamic application forms by jurisdiction, entity and product
- Document capture with OCR extraction and automatic expiry tracking
- Liveness and selfie matching, plus proof-of-address validation
- Sanctions, PEP and adverse media screening with ongoing rescreening
- Appropriateness and suitability questionnaires with scoring rules
- Tiered verification: trade-limited accounts unlock as checks clear
- Full evidence pack exportable per client for audits
Client area
The trader’s room your clients live in between sessions.
- White-labelled portal on your domain, matched to the terminal theme
- Self-service account opening, additional accounts and currency choice
- Deposits, withdrawals and internal transfers with live status
- Statements, trade history and tax-ready exports
- Document upload with rejection reasons written in plain language
- Demo-to-live journeys and reactivation flows for dormant clients
Payments & PSP orchestration
More gateways, fewer failed deposits.
- Multi-gateway routing by geography, currency, amount and risk score
- Automatic cascading — a declined card retries on the next best PSP
- Cards, bank transfer, local rails, e-wallets and crypto
- Auto-approval rules with manual review queues for exceptions
- Withdrawal workflows with maker-checker approval and limits
- Chargeback and dispute tracking with evidence assembly
- Reconciliation against PSP settlement files, flagged breaks only
IB, affiliate & money managers
Partner economics without a spreadsheet in sight.
- Unlimited-depth IB hierarchies with per-level override rules
- Rebates by lot, spread share, symbol group, volume tier or revenue share
- Partner portal with live stats, referral links and marketing assets
- Tracking links, pixels and postbacks for affiliate networks
- PAMM, MAM and copy-trading management with fee schedules
- Automated partner payouts with statements and dispute trail
Marketing & retention
Act on behaviour, not on a monthly export.
- Segments built on trading behaviour, balance, risk score and lifecycle
- Email, SMS, push and in-terminal messaging from one composer
- Event-triggered journeys: first deposit, margin call, dormancy, win streak
- Bonus engine — deposit bonuses, credit, cashback, loyalty tiers, contests
- A/B testing on campaigns with revenue attribution, not just open rates
- Consent and preference management wired to your privacy obligations
Reporting & BI
The numbers your board asks for, already built.
- Live dashboards for net deposits, active traders, volume and revenue
- Cohort retention, LTV and payback by source, desk and campaign
- Desk and agent performance with conversion funnels at each stage
- Custom report builder with scheduled delivery to inbox or S3
- Warehouse sync so your analysts can work in their own tools
Compliance & control
Built for the day someone asks to see everything.
- Immutable audit log across every user, record and permission change
- Granular role-based access with field-level masking of client data
- Data retention and erasure tooling for GDPR-style requests
- Regulator report exports and transaction reporting extracts
- Multi-entity separation — one instance, clean walls between books
- SSO, enforced MFA and IP allow-listing for staff access
A declined deposit is a lost client. Route around it.
Deposit success rate is the single number that moves revenue fastest. The orchestration layer picks a gateway by geography, currency, amount and risk score — and when one declines, it cascades to the next best without the client seeing a failure page.
- Routing rules by country, currency, amount band and client risk
- Automatic retry cascade across your gateway portfolio
- Withdrawal approval workflows with maker-checker and limits
- Reconciliation against settlement files — breaks surfaced, matches hidden
Partner economics that calculate themselves.
IB hierarchies go as deep as your network does, with override rules at each level and rebates defined however you actually pay them — by lot, by spread share, by symbol group, by tier. Partners see live numbers in their own portal, so nobody emails you a spreadsheet asking why the figure moved.
- Unlimited-depth hierarchies with per-level overrides
- Rebates by lot, spread share, symbol group or revenue share
- Branded partner portal with live stats and marketing assets
- Tracking links, pixels and postbacks for affiliate networks
- PAMM, MAM and copy-trading fee schedules managed in-system
- Automated payouts with statements and a full dispute trail
See it with your own funnel in it.
Bring a real scenario — a jurisdiction, a payment mix, an IB structure — and we will configure it live rather than showing you a generic tenant.
No obligation · NDA on request · Response within one business day