Introduction
Our Customer Relationship Management (CRM) System consists of 2 portals: Client Portal (Front-End) and Back Office (Back-End)
Last updated
Our Customer Relationship Management (CRM) System consists of 2 portals: Client Portal (Front-End) and Back Office (Back-End)
Last updated
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
Weʼre thrilled to introduce a powerful new update that enhances your IBsʼ ability to track their downlines' prop trading performance. With the newly added dashboard, your IBs will now have an integrated view of their downlinesʼ participation status, fees collected, participation fee commission rebates, and profit-sharing amounts. They will also have access to detailed prop trading reports, offering deeper insights into downline performance. These updates are designed to streamline monitoring and empower your IBs with the tools they need to optimize their operations. Dive in to explore the full range of improvements!
To read all our previous patch notes, please click .
For client's and Introducing Brokers (IBs) to manage their trading accounts and fund operations.
For brokers to handle client requests, manage approval processes and other business operations.