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.
Client’s Portal
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.
Affiliate System
Increase efficiency by providing partners the ability to manage and close clients with a specifically tailored version of the back office.
Reporting
We offer a wide variety of customizable reports and statements to fit your needs. From activity, trade, risk reports to advanced performance analysis.
Automated KYC
Integrated eKYC allows companies to quickly establish profiles with uniform data, making for a faster, optimized onboarding process.
Risk Management
The simplest and most effective risk management, using A/B-book strategies, NOP controls, Report DataBase and WebAPI/ManAPI solutions.
Core brokerage system
The core brokerage system is varied in nature and depends on the type of customer base that the broker is catering to. The basic goals of the core brokerage system are providing greater customer convenience and cutting down on operational expenses. Hence, while the customers benefit from having more freedom in transactions, the brokers profit from lesser time and resources spent on repetitive activities.
Powerful core brokerage system
Can be used both for Stock and FX brokers
