Broker Solutions · Client Portal
The first thing your client ever uses.
Onboarding is where most brokerage relationships are won or abandoned. The portal is built to get a client from registration to a funded, verified account without a support ticket.
- What it is
- A branded client area: registration, verification, account opening, funding and withdrawals, statements, security settings and support.
- Who it is for
- Your clients, and the support team who would rather not walk each one through it.
- Why it matters
- Every extra step in onboarding costs conversions, and every unclear funding status costs a support contact.
- How it connects
- Portal actions write to the same client record the CRM and back office read, so status is never stale.
- What happens next
- Walk the client journey yourself in a branded demo instance.
Responsible trading
Limits a client sets, and the platform keeps.
A limit a client can lift the moment it binds is not a limit. These are enforced where the orders are, and the ones meant to hold cannot be shortened once they have started.
Limits the client sets
- Deposit limits, set by the client and enforced by the platform
- Daily and weekly loss limits, and limits on session length
- Reality checks that interrupt rather than notify
Limits that hold
- Cooling-off periods that cannot be shortened once started
- Self-exclusion that takes effect immediately, not at the end of the day
- Signposting to independent support organisations, in the product rather than the footer
Beyond the terminal
What else the portal can carry.
Education, standing and community are optional, and every one of them is the broker’s to switch on. The coach is the part worth reading twice.
Learning
- Courses with progress, quizzes and a paper-trading account to practise in
- Experience earned from education as well as from trading
- A tutor that answers from the material rather than from the internet
Standing and community
- Six tiers, badges and streaks, with the benefits at each tier set by the broker
- Weekly challenges and competitions run by the platform
- Leaderboards, shared trades and rooms, for the brokers who want a community
- Referral rewards tracked in the same ledger as everything else
The coach
- Overtrading, revenge trading and FOMO identified as patterns in the client’s own record
- Loss aversion and early profit-taking measured rather than asserted
- A weekly account of how the week went, sent to the client
- Signposting to independent support, offered in the product
What is inside
Registration and onboarding
Progressive steps with clear state, so a client always knows what remains.
Verification
Document upload, status tracking and clear reasons when something is rejected.
Funding
Deposits, withdrawals and transfers with visible processing state at every stage.
Account management
Open additional accounts, change leverage where permitted, view statements.
Security
Multi-factor authentication, session and device management, and a visible login history.
Support
Contextual help and ticketing attached to the client record.
Test the journey your client takes
Register, verify and fund in a demo instance and count the steps.