Control, oversight and a full audit trail
The tools your operations, finance and compliance teams rely on: trading controls, money-movement workflows, reconciliation and audit, in one back office.
Operational control across the brokerage
Each team gets the view it needs, with permissions to match.
SL/TP & liquidation engine
Automatic stop-loss, take-profit and liquidation for every open position.
Symbols & market hours
Add symbols, control which assets are tradable and set market hours per symbol.
Withdrawals workflow
Review, update status and record payout details for every withdrawal request.
Trades oversight
See trading activity across the client base.
Daily reconciliation
A read-only balance reconciliation runs daily to catch discrepancies early.
Actor-aware audit log
Every action is logged with whether an admin, an agent or a client performed it.
Manage the calendar, not surprises
Market events, a news calendar and a research radar help your team plan around volatility and communicate with clients.
- Market events and a news calendar
- Deposit-method editor that drives the client deposit screen
- Offerings management for ICO/IPO listings
Back Office & Risk questions
What does a broker back office do?
It is where operations, finance and compliance teams manage symbols and trading controls, process withdrawals, reconcile balances and review audit logs.
Who can access the back office?
Access is role-based with page-level permissions, and the CRM and back office are protected by an IP allowlist.
Part of one connected platform
See the back office in the demo
We will walk you through the CRM, WebTrader and client portal live, discuss pricing for your setup, and plan your launch.