Back Office
One set of rates behind every balance you show
The moment a client holds more than one currency, something has to decide what their balance is worth. Rates decide conversions, reporting totals and the number a client sees on their dashboard.
What rates drive
More than a conversion screen
The same rate source feeds wallet displays, conversions, reporting totals and partner reward calculations, so those figures never disagree.
A built-in source to start from
A platform rate feed is available immediately, so a new deployment is not blocked on sourcing market data before it can show a balance.
Your own feed when you want it
Point rates at your own provider or your liquidity feed, and the platform uses it everywhere instead of the built-in source.
Conversion with the spread visible
A client converting between currencies sees the rate and what they will receive before confirming rather than after.
Markups you control
Apply a spread per currency pair or per client group, so conversion can be a service or a revenue line as you choose.
One number across surfaces
Client balances, back-office totals and reports use the same rate at the same moment, so finance and support are not quoting different figures.
How it runs
From feed to displayed balance
Choose a source
Start on the built-in provider or connect your own with a test before it goes live.
Set markups
Define spread per pair or per client group, including zero where you want conversion to be at cost.
Clients convert
The quote shown is the quote applied, with the resulting amount displayed before confirmation.
Everything reconciles
Conversions are recorded with the rate used, so a balance can always be explained after the fact.
Rate questions
Where the numbers come from
4 short answers to what teams ask before a demo.
No. A built-in rate source works from day one, which means a deployment is not held up while a data agreement is negotiated. You can replace it later.
Yes. A markup can be applied per currency pair or per client group, or set to zero if you would rather conversion be a service.
The one quoted to them at the moment they confirm, including any markup, and it is recorded against the transaction so it can be explained later.
Yes. One source feeds balances, conversions and reporting, which is the point. Separate sources are how support and finance end up quoting different numbers.
Still have a question?
A specialist will answer it directly, with your set-up in mind.
Ask a specialistCheck the rates your clients would see
Bring your currency pairs and intended spread and we will show the quote a client would get on a live environment.