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.
Customize the Customer Cabinet
Tailor your portal with logo, colors, domains, legal texts, emails and messages in multiple languages. Deliver a consistent brand experience at all times.
Customized domains and subdomains for each segment or region.
Emails and notifications automatic, configurable for each stage of onboarding or fund management.
Multilingual management: select from 24 languages and customize the overall experience.
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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).
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).
