Introduction

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

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Front-End
For client's and Introducing Brokers (IBs) to manage their trading accounts and fund operations. 
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Back-End
For brokers to handle client requests, manage approval processes and other business operations.
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Latest Updates
​V6.4.0 - Launch of AI Editor & Addition of Client and Leads Activity Logs​
In this new release, we are excited to announce the addition of a new application, the AI Editor, to our CRM marketplace. This application is designed to help you create stunning email templates and custom client pages with ease. In addition, we have incorporated activity logs for your clients and potential leads. This will allow you to keep track of their progress and stay up to date with their current status.
To read all our previous patch notes, please click here.

Client Portal (Front-End)

Last modified 17d ago