Broker and Fintech Customer Service Office

Efficient onboarding, verification and management: optimize customer experience, speed access and comply with regulations from a single platform.





Automates onboarding and verification

Simplify new customer enrollment, automate registration, digitally validate identities and meet KYC/AML requirements without manual effort.

Complies with regulations without complications

Collect and review documents, manage consents and access leading integrations such as Credas and Sumsub for agile and secure verification.

Improves autonomy and confidence

It allows clients to manage their accounts, funds, consents and notifications in a secure and simple environment.

Accelerates access to trading

Reduce waiting times to trade: your users can register, verify and trade in a matter of minutes.
Account and fund management

Total visibility and control for your customers

Your users can consult balances in real time, manage multiple accounts, choose account type and currency, make deposits/withdrawals, transfer between accounts and download their historical movements.
Multi-account: Allows you to create, change or delete accounts according to personal or investment needs.
Deposits and withdrawals: Support for multiple payment methods and currencies, with secure processing and instant notifications.
Internal transfers: Move funds between your own accounts, define limits and manual controls for maximum security.
History and transparency: Access to a complete and exportable record of all transactions.
Resource Center

Training and market tools

Provides a learning and updating hub with educational videos, news, economic calendar and technical analysis for your clients to make better decisions.
More information
Educational videos: Basic and advanced training on trading and security.
News and alerts: Relevant and updated market information, customized by interests.
Economic calendar: Key events and dates in sight.
Technical analysis: Visual tools to study market trends and movements.
FAQ

Frequently Asked Questions

How long does onboarding take?
In minutes thanks to automation and digital verification.

What happens if a customer fails verification?
Receive a notification to re-upload documents, without manual delays.

Does it integrate with other platforms?
Yes, REST API and connectors ready for KYC, CRM and payments.

Can I send automatic notifications?
Yes, by email, SMS or on the portal at each stage.

Which KYC providers do you support?
Credas, Sumsub and others (see integrations).

Ready to transform your customer management?

Request a personalized demonstration or contact our team to discover the full potential of the Client Cabinet.

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