A client portal that builds trust from the first login
Dashboard, wallet, deposits, withdrawals, documents and security in one place. Every action shows up instantly in your CRM.
Self-service that reduces tickets
Clients manage their money and documents themselves. Your team sees everything.
Portfolio dashboard
Portfolio value over time, a notification feed, an account-manager card and a one-click callback request.
Multi-currency wallet
Balances across currencies and crypto, with USD-to-crypto swaps at live quotes and a full activity history.
Deposits
A deposit-method picker your desk configures, with card deposits integrated.
Withdrawals
Multi-currency withdrawals with a bank directory of 370 banks in 26 countries, plus an address allowlist and delay for crypto.
Documents & statements
Activity timeline, numbered contract notes, PDF statements with charts, and secure KYC upload.
Support & live chat
Support tickets and live chat with your desk, including file attachments.
Verification that tells clients exactly what to fix
Each document shows its status: in review, accepted or returned with a reason. The fix sits right next to the problem, so clients finish KYC faster and your compliance desk gets fewer tickets.
- Proof of identity, address and source of funds in one place
- Clear rejection reasons with one-click re-upload
- Guided onboarding tour, language switcher and display currency
- Light, dark or auto appearance
Bank-grade account protection
Clients sign in with an email one-time code, can add an authenticator app, and see every login and device in their Security Centre.
- Email OTP and authenticator-app 2FA
- Security Centre with login history and trusted devices
- Anti-phishing phrase shown in every email
- Web push alerts for account activity
Multi-currency wallet with instant swaps
Balances across fiat and crypto, instant swaps at live quotes, deposits and withdrawals, plus downloadable PDF statements.
- Instant swap between USD and crypto
- Wallet alerts for low balance, large transactions and deposits
- PDF statements with every transaction and holding
Deposits and withdrawals, live
Deposit
A clean deposit picker with the methods your desk has enabled.
Withdrawal centre
Card, bank and crypto withdrawals with a built-in bank directory.
Client Portal & Wallet questions
What is a trader's room?
A trader's room, or client portal, is the secure area where a broker's clients manage their account: deposits, withdrawals, wallet, KYC documents, statements and security settings.
Which deposit methods are supported?
Your desk chooses which methods clients see. Card deposits are integrated, and other payment providers can be connected as part of your project.
Can clients hold crypto?
Yes. The multi-currency wallet holds crypto alongside fiat, with USD-to-crypto swaps at live prices.
Is the portal linked to the CRM?
Yes. Registrations, KYC uploads, deposits, withdrawals, chats and tickets appear on the client record in real time.
Part of one connected platform
Walk through the client journey with us
We will walk you through the CRM, WebTrader and client portal live, discuss pricing for your setup, and plan your launch.