Core Brokerage System
What you get with CBS
FEATURES & BENEFITS
Back Office System
The Back-Office platform is a complete suite of broker management tools including: manage interactions with customers and potential customers, compliance, treasury, sales, support, user roles, client agreements, reminders, requests, reporting.
Access the client’s page by using a registered email and password. Clients can deposit, withdraw, convert funds, request internal transfers, upload documents, create accounts, and more.
Increase efficiency by providing partners the ability to manage and close clients with a specifically tailored version of the back office.
ReportingWe offer a wide variety of customizable reports and statements to fit your needs. From activity, trade, risk reports to advanced performance analysis.
Integrated eKYC allows companies to quickly establish profiles with uniform data, making for a faster, optimized onboarding process.
The simplest and most effective risk management, using A/B-book strategies, NOP controls, Report DataBase and WebAPI/ManAPI solutions.