Onboard, Verify, and Manage Your Trading Clients
Automate onboarding and identity verification. Reduce delays so your clients can start trading right away.
Complete Your Account Setup
You're just a few steps away from starting to trade
Identity Verification
Please upload your identity documents to verify your account
Government ID
RequiredUpload Passport, Driver's License, or National ID
Supported: JPG, PNG, PDF (Max 5MB)
Proof of Address
RequiredUpload Utility Bill or Bank Statement (within 3 months)
Supported: JPG, PNG, PDF (Max 5MB)
Uploaded Documents
Document Requirements
Your Data is Secure
All documents are encrypted with 256-bit encryption and stored on secure servers. We comply with GDPR and international data protection standards. Your information is only used for verification purposes.
⏱️ Estimated verification time: 2-4 hours
Simplify Admin Tasks
Automate time-consuming processes, eliminate manual effort, and reduce administrative errors.
Meet Compliance Standards
Lower fraud risk and avoid fines. Access robust compliance tools to protect your brokerage and clients.
Build Client Trust
Let clients manage their own accounts securely. Help them feel in control, cutting down their need for support.
Reduce Time to Trade
Allow clients to start trading quickly by simplifying account setup and minimizing waiting times.
Customize Client Portal
Create a branded experience with custom logos, domains, and compliance settings—all in one place.
Brand Identity
Customize your client portal by setting up your brand name, logo, and favicon for browser tabs.
Domain Configuration
Set up a branded URL, configure subdomains, and secure your domain to protect client interactions.
Email Setup
Customize your email addresses and send branded emails directly from the client portal.
Localization Options
Choose from 24 languages to activate for your portal and set one default language for onboarding.
Custom Legal Pages
Add branded URLs for your privacy policy, terms of use, and brokerage risk warning.
Compliance Form Builder
Create and customize compliance forms, or activate a ready-made template for new clients.
Client Account Dashboard
Real-time portfolio overview and account management
Total Balance
$125,847.32
Today's P&L
+$2,347.82
Available
$98,245
In Positions
$27,602
Total Equity
$125,847
This Month
+$13,247
Total Trades
2,847
Quick Actions
Recent Transactions
Saved Payment Methods
Learning Resources and Market Insights
Create a resource hub for your clients. Provide the insights they need to make better trading decisions.
Educational Videos
Upload tutorials to help clients understand trading basics.
Daily News
Keep clients updated with real-time news relevant to trading.
Economic Calendar
Display key economic events to support trading decisions.
Technical Analysis
Provide tools for market analysis, including interactive charts.
FAQ
How long does it take to onboard a new client?▼
With our automated system, clients can complete registration and verification in as little as 10-15 minutes. The entire process from sign-up to trading-ready typically takes less than 24 hours.
What happens if a client fails the verification process?▼
Our system automatically notifies both the client and your team. Clients receive clear instructions on what's needed, and your agents can review submissions to either request additional documents or provide guidance.
How does your system integrate with other platforms or APIs?▼
We offer seamless integration with major KYC providers (Credas, Sumsub), payment gateways, and trading platforms through our REST APIs and webhooks.
What happens if a document is uploaded incorrectly?▼
Our system provides immediate feedback if a document doesn't meet clarity or format requirements. Clients receive specific instructions on how to resubmit, and agents can manually review edge cases.
Can I send notifications during onboarding and verification?▼
Yes, automated notifications are sent at every step: registration confirmation, document receipt, verification status updates, and approval. You can customize these notifications to match your brand.
What ID verification providers do you support?▼
We support Credas, Sumsub, and other major KYC verification providers. You can connect multiple providers and choose which to use for different regions or client types.
Ready to Streamline Client Onboarding?
Reduce time-to-trade and meet compliance standards effortlessly.