Client operations in one workspace.
Brokerage CRM organizes client profiles, trading-account connections, wallet activity, verification, risk information, and support workflows. Enabled services depend on each deployment.
Client management
Review client records, roles, and account status in the CRM.
Trading platforms
View platform information and account connections configured for the brokerage.
Wallet and transactions
Review wallet balances and transaction records available to the client role.
KYC and compliance
Coordinate client verification and compliance-related information.
Risk monitoring
Review the risk and account activity details exposed by connected services.
Client support
Handle account questions through the support workflows available in the CRM.
Deployment configuration
Available account and platform services depend on configuration.
Ask the brokerage team which trading platforms, account types, wallet operations, and client services are enabled for this deployment.
Need information about your client account?
Sign in to review the services available to your profile or contact the brokerage team for deployment-specific information.