Broker Solutions · Back Office
Powerful, and deliberately narrow.
An administrator should be able to do their job and nothing else. Every back-office capability is a named permission, assigned to a role, recorded when used.
- What it is
- The operational console: client and account administration, funding approvals, adjustments, instrument configuration, reporting and audit.
- Who it is for
- Operations, finance, compliance and support — each seeing only what their role permits.
- Why it matters
- Broad administrative access is the largest operational risk most brokers carry, and the hardest to explain to an auditor.
- How it connects
- Roles are enforced server-side across the CRM, portal and platform, not hidden in the interface.
- What happens next
- Review the permission matrix against your own team structure.
Administration
Money movement, and the obligations that come with it.
The back office is where a brokerage is actually run, and where an audit starts. Both halves work off one ledger rather than a reporting copy of it.
Money
- Deposits and withdrawals across cards, wires, e-wallets and crypto
- Forty-odd payment connectors, so a new market is a configuration rather than a project
- Internal transfers between a client’s own accounts
- Statements and tax summaries produced from the ledger rather than assembled by hand
Obligations
- KYC and AML inside onboarding, where the client already is
- Transaction monitoring with case management and regulatory filing
- Reports generated from the record, with the record still available behind them
- Every administrative action attributed to a person, with what changed
What is inside
Role-based access
Granular permissions grouped into roles. No implicit administrator.
Least privilege by default
New roles start with nothing and are granted specific capabilities.
Funding operations
Approval workflows with maker-checker separation on sensitive actions.
Adjustments
Corrections require a reason and are recorded against the actor.
Reporting
Client, trading, funding and partner reporting, exportable and schedulable.
Audit log
Who did what, when, from where, and what changed.
Bring your org chart
We will map your roles onto the permission matrix and show you exactly what each person could do.