Our advanced Members Area portal solution allows you to manage multiple profiles for your brokerage, providing clients and partners login and account management as well as tools to support your operational teams. Finstek Members Area provides real-time interaction between your broker website and MT4/MT5 (live and demo) servers, for a seamless customer experience.
Multiple profile types available for:
- Clients to manage their profile, wallets,
communications and more - Partners to track and manage their referrals,
commissions and more - Operational teams to configure accounts,
deploy client communications and more - Management reporting
Client trading profile including trade history
Client onboarding and compliance check
Banking and PSP integrations
Client communications – automated and ad-hoc
Partner and referral tracking, reporting with flexible commission allocations
Documents and policies management