Keep all client details, beneficiary information, and account data in one place for instant access during client interactions and seamless service delivery.
Monitor client engagement patterns with detailed reports on transaction frequency, volume, and behavior to identify your most valuable relationships.
Send timely notifications, transaction confirmations, and updates with alerts and emails, ensuring clients stay informed without manual effort.
View the complete history of each client relationship; all communications, transactions, and interactions enabling context-rich account management.
FX is just the start. Our platform gives you the tools to run your brokerage, enhance security, and streamline operations.
Automate compliance with invitation links, verification & approval flows.
Give your team & clients access to only what they need based on user roles & privileges.
Gain insights into client activity, FX performance & revenue.
Manage accounts, track and report on trades, and issue notifications in real-time.
Securely store and access audit logs & activity tracking.
Enterprise-grade security & encryption keeps funds and data safe.
Around the clock support - White-glove service.
High commission rates available.