Client Portal Software

Working on all browser sizes including tablets and mobiles

Your clients can access the same portal and URL from desktop and mobile devices

No need to access a separate system, and worry about data synchronisation/loss – the Forex Kit CRM has it all under one roof.

Clients, IBs and Affiliates all start their journey in the same way, by registering a client account first. Because of this, a trader can easily be upgraded into a partner and you may cross-sell a partner to become a trader (and invest his commission into a trading account).

Configure tests, customisable to the requirements of your regulator

Test outcome may determine available margin/leverage or even if a trading account is suitable/appropriate. You decide

Direct integration with our CRM – there is no need for a separate system

As our CRM is web-based, it’s also adaptive and responsive meaning Clients and Affiliates can be managed from your desktop or on-to-go from your mobile device

Ability to convert Affiliates into investors – keep the commissions in your eco-system for trading!

Or, convert your traders into Affiliates. With a common Client account, many documents are already collected and approved when traders move over to be Affiliates and visa versa

Deposits via multiple Merchant Payment methods into the client wallet – integrate with Credit Cards, eWallets, Configure Bank Wires and many more

Decide rules for credits and withdrawal limitations, to and from the wallet

Easy for clients to upload documents in a drag-and-drop environment for approval.

Back office users can quickly and easily review uploaded client documents as part of a gallery, with notifications when new documents are uploaded.

A dedicated downloads area to store important documents, plugins and your trading platforms

Restrict access to certain items from download unless the client is logged in to your portal

Direct integration with MetaQuotes MT5 and MT4 Manager to view immediate results

Apply spread markup or commission to the accounts of your Clients

Clients move monies from their wallet facility into trading accounts via internal transfers and visa versa

Multiple wallets are permitted, such as for trading and partnerships

Simple document drag-and-drop upload centre, for KYC and AML checks

Easy and obvious for client what was uploaded and its status with your compliance and back office teams.

Guide your (new) clients with what to do next, such as validating their mobile phone, completing their profile, taking a test or uploading documents

As clients move down your sales funnel, use the wizard to prompt them to make a deposit, download a trading platform and start trading

Features a short, compliant registration form and flow

Form can display differently depending on jurisdiction and/or legal entity

The triggers and payments are based around the actual sales funnel you are pushing your traffic, leads and clients into

This holistic approach realigns traditional models to one based on more appropriate measurement: instead of “registrations”, you are now targeting opt-in and validated contact data.

Instead of “deposits”, and approval status or length of time as an active client or some other measurement. This places the payment triggers in the sales funnel in the best interests of the introduced party, inline with MiFID II directives.

Sell e-shares in each SPV project through the crowdfunding platform. Each e-share has a nominal price, which increases as the project moves through its milestones

Investors may put their shares on the secondary market for sale at any time, setting their own price. Alternatively, investors may purchase e-shares from other investors, if buying into a project at the start was not possible

Platform operators add a markup (spread) to the price of e-shares

PIN verification for email and mobile validation.

Ensures always verified opt-in contact details.

View full trading history including open/closed trades.

Wallet-based transfers and transactions are fully visible.

Clients may open unlimited accounts in multiple currencies.

All accounts stay linked to a single client profile.

Supports face-to-face KYC via live or recorded video.

Stay compliant with KYC requirements even without physical meetings.

Complete history of deposits, transfers, withdrawals.

Logs of all trades with P/L and position details.

Clients deposit from banks, cards or e-wallets into their account wallet.

Partners receive commissions directly into their wallet before withdrawal.