Customer Front

If you don’t want to build your customer portal you can use our off-the-shelf front end which can be white-labeled 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 performance calculations in any currency simultaneously.

Charting and reporting can be configured directly in the back office portal Back office.

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

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

We have included a complete messaging solution. You or your partners/financial advisers can handle all communication with end customers.

Open

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.

Open

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