Back Office

Your brokerage’s operational core - from KYC to trading and compliance. Manage client onboarding, accounts, transactions, and monitoring in one unified system, with role-based access for every team. No silos, no duplication - just seamless operations.

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Capabilities

What's Included

  • Client Profile Management — full control over documents, contacts, and transaction records
  • Automated Onboarding and Compliance with KYC document tracking
  • Ticketing system integrated directly into the CRM
  • Migration-ready APIs — import client data, documents, trading accounts, and activity history from legacy CRMs
  • Real-time analytics and reporting dashboards
Platform Preview

See It in Action

Back Office screenshot 1

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