Our Customer Relationship Management (CRM) System consists of 2 portals: Client Portal (Front-End) and Back Office (Back-End)
We’re thrilled to introduce a powerful new update that enhances your IBs’ ability to track their downlines' prop trading performance. With the newly added dashboard, your IBs will now have an integrated view of their downlines’ 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.
