White label
The client area is where the relationship actually happens
Traders spend more time funding, verifying and withdrawing than they do choosing a chart layout. This puts all of that under your brand, and gives your desk one place to work from.
Your domain, your brand, from signup through to withdrawal.
Your document requirements and your wording, not a vendor's default flow.
Account statements and confirmations carrying your details.
Verification, approval and payment emails sent from you.
See it live
One client record, everything your desk needs on it
Deposits, withdrawals, documents and support history in one panel, so answering a client question does not mean opening four systems.
What your desk gets
Three things that decide whether operations scale
One record per client, not four
Identity, documents, wallets, trading accounts and payment history sit against a single record. Most back-office pain is caused by those living in separate systems that disagree.
Approvals with a trail
Withdrawals, document reviews and limit changes each carry who approved them and on what evidence, which is the difference between an audit answer and an investigation.
Roles that reflect your desk
Support, compliance, finance and management see different things and can do different things, configured against how your team is actually organised.
Yours to configure
Four things we never decide for you
Onboarding rules
Which documents, which jurisdictions, which checks and what gets auto-approved.
Payment routing
Which providers handle which corridors, and what fees apply where.
Client segmentation
Groups, conditions and who sees which products, set by you in the console.
What clients are told
Notification content and timing, in your voice rather than a template.
FAQ
CRM white label: common questions
6 short answers to what teams ask before a demo.
Yes, and this is the most common reason firms take this on its own. The client area, onboarding and back office connect to the platform you already run rather than requiring you to replace it.
The workflow, document collection, review queues and audit trail are here. The identity checks themselves come from providers, which are integrated rather than replaced, so you can keep one you already have a contract with.
Through an approval workflow you configure — thresholds, who signs off, and what evidence is attached. Money movement is the area where an unlogged decision causes the most trouble later.
Yes, on one record: documents, deposits, withdrawals, trading accounts and prior tickets. Answering a client question should not require opening four systems and reconciling them mentally.
Yes. Client records, documents and transaction history are yours and exportable in full. We would rather state that plainly than have it become a question at the point somebody wants to leave.
Yes, and they run on the same account model, so it is configuration rather than a second integration. Many firms take the client area first because it is the gap that hurts most, then extend.
Still have a question?
A specialist will answer it directly, with your set-up in mind.
Ask a specialistWhere is your desk losing time today?
Usually it is one step in onboarding or one approval that has no queue behind it. That is a better starting point than a feature list.