Assistance in preparing documentation package. Registering a business under the jurisdiction of your choice. Obtaining a brokerage license from the financial regulatory authority.
Financial issues
Registration and setting up payment systems (PSP). Setting up banking transactions for deposit and withdrawal of funds. Compliance with AML policy.
Marketing
Launch of advertising campaigns, referral programs, and mailings. Developing your company's PR strategy and implementing affiliate marketing.
Sales
Development of a modern and user-friendly website as well as providing it with up-to-date information. Setting up IP telephony, including remote offices around the world. Creating temporary promotions to boost sales.
Management
Document management. Hiring and training employees. Coaching managers on working with clients. Assistance in economic matters concerning the rental of premises, daily routine tasks, and staff comfort level.
Software issues
Configuring and securing servers. Launching of the trading platform, CRM, Back-office. Connecting liquidity providers and API of payment systems.
Handling the formalities
Assistance in preparing documentation package. Registering a business under the jurisdiction of your choice. Obtaining a brokerage license from the financial regulatory authority.
Financial issues
Registration and setting up payment systems (PSP). Setting up banking transactions for deposit and withdrawal of funds. Compliance with AML policy.
Marketing
Launch of advertising campaigns, referral programs, and mailings. Developing your company's PR strategy and implementing affiliate marketing.
Sales
Development of a modern and user-friendly website as well as providing it with up-to-date information. Setting up IP telephony, including remote offices around the world. Creating temporary promotions to boost sales.
Management
Document management. Hiring and training employees. Coaching managers on working with clients. Assistance in economic matters concerning the rental of premises, daily routine tasks, and staff comfort level.
Software issues
Configuring and securing servers. Launching of the trading platform, CRM, Back-office. Connecting liquidity providers and API of payment systems.
Handling the formalities
Assistance in preparing documentation package. Registering a business under the jurisdiction of your choice. Obtaining a brokerage license from the financial regulatory authority.
Financial issues
Registration and setting up payment systems (PSP). Setting up banking transactions for deposit and withdrawal of funds. Compliance with AML policy.
Marketing
Launch of advertising campaigns, referral programs, and mailings. Developing your company's PR strategy and implementing affiliate marketing.
Sales
Development of a modern and user-friendly website as well as providing it with up-to-date information. Setting up IP telephony, including remote offices around the world. Creating temporary promotions to boost sales.
Management
Document management. Hiring and training employees. Coaching managers on working with clients. Assistance in economic matters concerning the rental of premises, daily routine tasks, and staff comfort level.
Software issues
Configuring and securing servers. Launching of the trading platform, CRM, Back-office. Connecting liquidity providers and API of payment systems.
Our products
Trading-platform
CRM & Back-Office
Accessibility
Design
Functionality
Trading
Security
Balance
Support
Access from any device featuring a browser
Interface adaptability for widescreen and mobile screens
Independent App for Android and iOS platform version
Fast response speed and stable platform operation on all devices
Modern and well-elaborated UI-design of the system
White Label support, as well as full customization of the platform design to suit your style
Two platform theme options, i.e., light and dark.
Multiple professional indicators
Event notification module
Notifications by email and internal messaging system
History of trades, balances and transactions
A wide range of trading assets, the most popular assets traded on the world’s largest exchanges, including stocks and cryptocurrencies
Social trading — Tracking the results of successful traders along with the opportunity to copy their deals
Copy-trading — Granting the professional dealer the right to access the accounts for more effective trading on the exchange.
Protection of personal data security, transactions, and balance
Secure and resilient cloud infrastructure
Daily data backups for an even higher security level
Authorization via Google and Facebook
Creation of unlimited number of accounts
Possibility to redistribute funds between accounts
Integration with different payment systems
Withdrawing money wherever you prefer
Internal support system without leaving the platform
Email notifications for support responses
CRM & Back-Office
For an investor
For CEO
For a dealer
For partners
For managers
Dashboard (Panel) to track the activity of all company staff in real-time for complete control over all processes
Financial reports and KPIs to get an overview of the whole team’s performance
Secure financial data on the movements of funds through all your clients’ accounts
A multi-brand system that allows you to launch any number of parallel companies for different markets
Creating different employee roles and assigning them rights according to the needs and structure of your business
Tracking KPIs of selected employees or their groups
Detailed sales reports with detailed statistics
Real-time notifications for easy tracking of actions, events and progress of employees and clients
The possibility of choosing among interested traders to connect to the dealer’s trades
Management of the trading account provided by traders
Detailed statistics for risk management
Option to create several accounts for different trading strategies and tasks
Tracking of all clients referred by you
Creating a special code for adding it to your website and registering customers coming from you in the system
Report on incoming deposits of clients you brought
Multifunctional API for registering events in third-party CRMs
Online chat with clients
Full history of client transactions
Linking the trader to a specific manager
Simple account and balance management
Real-time notifications for easy tracking of actions, events, and progress of employees and clients