5. Clients

The Clients section provides all tools and functions to manage your existing clients effectively. It is divided into three main menus:

1. Clients – View, manage, and update client details, including personal information, account status, and assigned sales representatives.

2. Trading Accounts – Manage client trading accounts, including account creation, modification, and status updates.

3. Wallets – View and manage client wallets for deposits, withdrawals, and internal transfers.