Customer Front

If you don’t want to build your own customer portal you can use our off the shelf front end which can be white labelled and configured according to your needs.

Our customer portal supports everything from investing in stocks, bonds, mutual funds, commodities, derivatives and everything else you would like to offer your end customers.

The portal fully supports multi currency with configurable charting and automatic calculations of performance in any currency simultaneously.

Charting and reporting can be configured directly in the back office portal https://bricknode.atlassian.net/wiki/spaces/KB/pages/52003104 .

Full management of https://bricknode.atlassian.net/wiki/spaces/KB/pages/143622280 where customers can manage their companies, families, employees etc.

Fully compliant with regulatory reporting covering MiFID II and government reporting including taxes.

Complete messaging solution included where all communication can be handled with end customers by you our your partners/financial advisers.

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One click order entry for buying and selling of instruments together with switching between instruments. Full integration with payment services makes it possible to set up recurring and automatic investment plans with re-balancing and allocation together with integrated currency exchanges.

Capabilities to trade in fractions of units, whole units or amounts.

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Try our Interactive Tool today and see what services you need for your financial operation!

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