Finstek Back Office and Client Area
A complete and comprehensive suite of technology designed to efficiently manage the entire back-office operations of FX/CFD brokers, regardless of size.
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Client Area
Multi-Language Interface
Mobile Application
Native support of multiple Trading Platforms MT4, MT5 and Finstek Edge
Onboarding Gateway designed to deliver an exceptional user experience
Fast & Easy Registration
A quick, simple, and KYC-compliant registration process ensures clients can onboard smoothly.
Flexible Customisable Steps
Adjust the onboarding steps based on rules like the client’s country or IB. For example, the number of required documents for KYC can be customised according to the client’s location to meet local regulations.
Automatic Trading Account Creation
Trading accounts can be automatically created during registration based on predefined rules, streamlining the onboarding process.
Compliance Engine
simplifies regulatory adherence, reducing risk and saving time
Secure KYC & AML
Perform Know Your Customer (KYC) and Anti-Money Laundering (AML) checks either automatically via integrated external providers or manually, depending on your business needs.
Automatic Documents Monitoring
The system tracks documents expiration via integrated providers. When a document expires, it can either prompt the client to re-upload new ones or notify the back office for manual follow-up. This is fully customizable.
KYT Integration
Conduct Know Your Transaction (KYT) checks on crypto transactions with integrated external providers to make sure you don’t get unintentionally accepting flagged crypto.
Marketing Suite
empowers brokers to attract, engage, and retain clients effectively
Automated Email Notifications
Set up fully automated email notifications with flexible, customisable workflows.
Campaign Management
Design, launch, and track marketing campaigns effortlessly.
Email Template Editor
Manage and edit saved email templates with a user-friendly editor for consistent and branded marketing messages.
Payment Gateway
ensures fast, secure, and seamless transactions, enhancing client satisfaction and trust
Account Funding & Withdrawals
Enable secure and fast account deposits and withdrawals for clients.
Multiple PSP Integrations
Seamlessly connect with a wide range of Payment Service Providers (PSPs) for smooth transactions.
Customisable Payment Workflows
Adjust payment processes to meet specific client or regional requirements.
Real-Time Transaction Monitoring
Track deposits and withdrawals in real-time to ensure transparency and security.
Social Trading
Attract a broader client base with a social trading experience that enables collaboration, learning, and growth through interaction with top-performing traders
Copy Trading Functionality
Allow clients to automatically copy the trades of top-performing traders with ease.
Real-Time Performance Tracking
Monitor the performance of followed traders in real-time, providing transparency and confidence.
Leaderboards
Highlight the top traders with ranking systems to help clients choose who to follow.
Customisable Copy Settings
Followers can adjust settings such as leverage, copy type (equity allocation, balance allocation, or lot allocation), and optionally set margin stop copy levels and/or percentage stop copy levels for added risk control.
Trading Contests
are a powerful tool for brokers to drive engagement, attract new clients, and boost trading volumes.
Individual Competitions
Host contests where users compete individually, with flexible and customisable rules.
KPI-Based Winner Selection
Choose from four KPIs to determine winners: Profitability, Max Drawdown, Average Drawdown, Profitability on starting balance or Combined KPI.
Flexible Admin Settings
Admins can configure contest parameters, including start/end dates, eligible countries, participant filters, and custom eligibility criteria such as minimum trade duration.
Bonuses
attract new clients, boost trading activity, and enhance client loyalty, driving growth and profitability for your brokerage
Progressive & Welcome Bonuses
Support for multiple bonus types, including progressive and welcome bonuses, all of which are highly configurable.
Extensive Bonus Configuration
Configure various aspects like bonus limits, account-specific restrictions, user blacklisting, and durations, with many more options available for flexible bonus management.
Automatic Trading Account Creation
Trading accounts can be automatically created during registration based on predefined rules, streamlining the onboarding process
Back Office
- Manage and store client information conveniently and securely.
- Streamline deposits and withdrawals with customized workflows for a seamless and efficient transaction experience.
- Gain valuable insights into your brokerage’s performance through detailed, customizable financial reports that support informed decision-making and enhance financial transparency.
- Maximize revenue and maintain a clean database with automated inactivity fee charges and account archiving.
- Protect your clients and brokerage from financial losses with automatic negative balance protection, ensuring robust risk management.
sales@finstek.com
+44 330 822 6201