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Client Portal

Trader & IB Portal.
Built for Scale.

A fully custom-branded client and introducing broker portal — real-time dashboards, multi-tier IB commission management, self-service funding, and automated KYC onboarding, all under your brand.

Trader IB Portal

Features

Everything Your Clients
And IBs Need

Trader Dashboard

Real-time P&L, open positions, trade history, account statements, and performance analytics — all in a custom-branded portal tailored to your brand.

Trader Dashboard

Real-time P&L, open positions, trade history, account statements, and performance analytics — all in a custom-branded portal tailored to your brand.

IB Commission Engine

Multi-tier IB structures with configurable commission types — per-lot rebates, spread sharing, revenue split — calculated and credited in real time.

IB Commission Engine

Multi-tier IB structures with configurable commission types — per-lot rebates, spread sharing, revenue split — calculated and credited in real time.

Self-Service Funding

Integrated deposit and withdrawal workflows with PSP routing, KYC document upload, e-wallet management, and instant balance updates.

Self-Service Funding

Integrated deposit and withdrawal workflows with PSP routing, KYC document upload, e-wallet management, and instant balance updates.

KYC & Onboarding

Automated KYC workflows with document verification, liveness checks, risk profiling, and regulatory questionnaires — onboard clients in minutes.

KYC & Onboarding

Automated KYC workflows with document verification, liveness checks, risk profiling, and regulatory questionnaires — onboard clients in minutes.

Marketing Tools

Referral link generation, QR codes, campaign tracking dashboards, and sub-IB tree management — everything an introducing broker needs to grow.

Marketing Tools

Referral link generation, QR codes, campaign tracking dashboards, and sub-IB tree management — everything an introducing broker needs to grow.

Smart Notifications

Push, email, and SMS alerts for trade executions, margin calls, account events, and IB commission milestones — keeping clients informed and engaged.

Smart Notifications

Push, email, and SMS alerts for trade executions, margin calls, account events, and IB commission milestones — keeping clients informed and engaged.

Implementation

From Brief to Live Portal

1
Step 01

Design & Configuration

We configure and fully brand the portal to your identity, set up account tiers, IB structures, and permission levels to match your business model.

2
Step 02

Platform Integration

Deep API integration with MT4/MT5, cTrader, and your PSPs — real-time position feeds, balance sync, and trade history retrieval.

3
Step 03

KYC & Compliance Setup

Onboarding workflows, document verification providers, regulatory questionnaires, and AML screening configured to your jurisdiction.

4
Step 04

Launch & Training

Go-live support, compliance review, and full training for your operations team on portal administration and IB management.

FAQ

Frequently Asked
Questions

We offer both. Our pre-configured solution can be live within days — fully branded with your logo, colours, and domain. Custom-built portals with bespoke features are delivered in 4–8 weeks.
We have native integrations with MT4, MT5, and cTrader. The portal syncs accounts, positions, trade history, and balance data in real time via official APIs and bridge connections.
Yes. The IB engine supports unlimited tiers with configurable commission structures per tier — fixed rebates, percentage splits, volume bonuses, and milestone rewards.
We integrate leading identity verification providers (Sumsub, Jumio, Onfido) for automated document checks and liveness verification, with a manual review queue for edge cases.

Ready to Launch Your
Client Portal?

See a live demo of the Trader & IB Portal customised with your brand. Go live in as little as 48 hours.

Chat with us