16. Other Functionalities | How to Setup Your Prop Broker (Full)

How to Setup Your Prop Broker (Full)

Prop Trading Back Office User Guide

Prop Trading Client Portal User Guide Prop Trading Version Release Notes CRM Client Portal User Guide CRM Back Office User Guide (Full)CRM Version Release Notes

Prop Trading Back Office User Guide Prop Trading Client Portal User Guide Prop Trading Version Release Notes CRM Client Portal User Guide CRM Back Office User Guide (Full)CRM Version Release Notes

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

Powered by GitBook