Introduction

Our Customer Relationship Management (CRM) System consists of 2 portals: Client Portal (Front-End) and Back Office (Back-End)

Front-End

For client's and Introducing Brokers (IBs) to manage their trading accounts and fund operations.

Back-End For brokers to handle client requests, manage approval processes and other business operations.

Latest Updates

V7.44.0 - 2025 Q2 Quality of Life (QOL) Update Part 3: Daily Operational Efficiencies in Focus

This QOL update brings purposeful enhancements designed to improve your daily workflows. From expanded language support to smarter account management with safeguards against operational missteps, these upgrades deliver impact where it counts.

Whether you're integrating external tools, monitoring referral activity, or evaluating financial insights, you'll experience greater convenience—without added complexity.

To read all our previous patch notes, please click here.