Registration with verification, hierarchy assignment, default limits and welcome communication — so a new client is trade-ready without a manual setup checklist.
Registration with verification, hierarchy assignment, default limits and welcome communication — so a new client is trade-ready without a manual setup checklist.
One-time-password verification before an account can be created.
New clients attached to the right partner or desk from the referral used.
Segment permissions and limits applied from a template, not typed in.
Credentials and getting-started guidance sent automatically.
Everything you need to build, automate and scale your trading technology.
KYC verification system development — client document upload, reviewer queue with reason capture, status visibility, re-submission handling and retention controls.
IB and referral management system — unique partner codes, multi-level downline tracking, volume-based commission calculation and partner dashboards.
Crypto deposit integration for trading platforms — per-request deposit addresses, on-chain confirmation webhooks, automatic ledger credit and conversion handling.
Withdrawal approval workflow — queued payout requests, balance re-verification at approval, permission-gated release, correct refund on rejection and daily limits.
Audit trail and compliance logging — immutable records of administrative actions, dealer trades, permission changes and funding movements with actor and address capture.
Get a free consultation and technical proposal within 24 hours. Technology provider only — we build software, not brokerage or financial services.