How To Setup Your Prop Broker (Abridged)

Prop Trading Back Office User Guide

How To Setup Your Prop Broker
1. Branding Setup
2. User & Role Management
- Role Management
- User Management
3. Client Onboarding Process
4. Client Group Settings
- Client Groups
- Sensitive Fields
5. Referral Program Settings
- Referral Program Banner
6. Deposit Settings
7. Withdrawal Settings
8. Trading Platform Settings
- Synchronization with CRM
9. IB Commission Settings
10. Email Settings
- Email Provider
- Notification Templates
11. Approval Settings
12. Promotional Link Settings
13. Prop Trading Settings
14. Coupons & Promo Codes
15. Go Live
16. Other Functionalities

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8. Trading Platform Settings

Synchronization with CRM

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Last updated 1 year ago