Your Nxt-Gen Client Portal
An elegantly rebranded portal designed to provide a unified and intuitive user experience for your clients, whether first-timers or seasoned professionals.
Below are some of the key highlights:
- Digital onboarding
- Intuitive dashboard
- Account management
- Multi-currency wallet
- Manage trading accounts
- Statements & reports
- Support center & automated push notifications
- Integrated with MT4/MT5 and other trading platforms
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Product Overview
Multiple
Templates
For landing page
- Select the template of your choice or build a customizable client portal template based on your branding guidelines.
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Digital
Onboarding
Seamlessly onboard your clients with an intuitive design and configuration option to meet the regulatory requirements.
Trading
Accounts
Manage them seamlessly
- Create/ manage accounts automatically based on the trading platform selected.
- View complete account details at one place.
Multi-Currency
Wallets
Based on what you support
- Enable clients to deposit and maintain funds in the currency of their choice and avoid additional conversion charges.
Managed
Accounts
Integrated
- Built-in next-generation Managed Account module to attract fund managers and investors.
Automated
Statements
Out-of-the box
- Intuitively designed statements for trading accounts, investors, and fund managers.
Notification
Center
Keep your clients informed
- Built-in interface to view notifications such as account approval, successful transactions, and pending activities.
Support
Center
Built-in support center for your clients and operations team to seamlessly interact.
Seamless Client Experience
Is The New Normal
A consistent user experience across all operating systems, devices, and screen sizes is no longer optional; it’s a given on our secure Client Portal software.
Benefits of Client Portal Software
Supports digital onboarding for both individual and corporate clients.
Seamlessly integrated with the Client Manager platform.
Multi-Currency wallet for clients, to readily deposit, withdraw and transfer funds across multiple currencies.
Integrated social pages for trade leaders to promote their profiles.
API-based integration with all major payment service providers.
Personalized push alerts and notifications.
Multilingual support.
Related Products
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Take a Personalized
Platform Demo
The Technology Provider to the Global Financial Services Industry.