Back Office Client Admin Portal
Our client admin portal enables you to create and manage users with custom permissions tailored to your needs. Designed with an intuitive interface, it allows wealth advisors and admin staff to oversee all clients efficiently.
Fully integrated as part of our white-label solution, the portal provides complete control and visibility within your environment.
Account Onboarding
- Onboard clients via the account opening online form
- Create and link bank accounts in the account application
- Monitor and manage client applications
- Automated software user set up once the application has been completed
- REST API for account, order, and market data management
User Management
- Create and edit software logins
- Link trading accounts, for individuals, advisor codes and branches
- Set trading vetting rules based on the trading account
- Create and view segmented groups, which can be used for sending notifications and alerts
Market Data Management
- Control your costs, by choosing what market data access your clients will have
- Permission them for delayed, click to refresh and live data
- Choose which market data exchange they will receive, ASX, CBOE and International
Orders and Holdings
- View all your orders, open, filled, pending and canceled in one location
- Filter your transactions, by account, holding, destination, date ranges and export it
- See what your clients are holding, or filter it down to specific holdings, as a tool for rebalancing
Alerts and Notifications
- Be able to notify one or all your clients at once
- Notifications can be received on the mobile and web apps
- Send notifications for Orders, Security Details and News
