Client Area
Client Area
Interact with and serve your clients like never before by offering the ultimate UI experience
- Fully brandable workflows & components
- Tailored to your business needs
- Simple, intuitive, zero learning curve
- Enterprise-grade security & reliability
Leading features
White/green cards with gentle shadowAutomation & acceleration
- • Built-in calls to action
- • Instant notifications on client actions
- • Automatic emails in registration flow
- • Easy access to client reports
Intuitive client onboarding
- • Multiple customizable workflows
- • Simple registration with full KYC
- • Built-in questionnaire & appropriateness test
- • Automatic scoring with outcomes
Account & funds workflow
- • Unlimited deposits & withdrawals
- • Clear account info presentation
- • Secure client data storage
- • Downloadable client history
Powerful support & marketing tools
- • Live chat functionality
- • Multi-language Client Area
- • Referral / sub-referral support
- • Link creation, banners & IB statistics
Industry-leading
We continuously create innovative tools and features to ensure our CRM, Client and Partnership Area's lead the field
Flexibility
Our CRM software can be customized from the ground up and can integrate with a huge variety of third-party solutions
Reliability
Our code is clean, tested, and secure, meaning that our CRM solutions operate 24/7, 365 days a year, with minimal issues
Unrivalled support
Our experienced development teams can offer clever customized solutions, fast
A personal touch
Every element of the system can be customized to fit your company brand and colours
Mobile App
Get seamless access on the go with our Client Area mobile app, always available, anytime, anywhere. Stay connected effortlessly!
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