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
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.
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.
Take a Personalized
Platform Demo
The Technology Provider to the Global Financial Services Industry.
