One desk for every trade and every client.
A full trading engine and a built-for-brokers CRM live in the same workspace — no data sync, no lag, no separate logins.
Every order type, ready on day one.
Market orders and all six pending types — buy/sell limit, buy/sell stop, stop-limit — each with stop loss, take profit, and trailing stop. Partial close lets clients scale out; swap-free accounts handle Islamic-compliant trading without configuration overhead.
- Market and 6 pending order types
- Stop loss, take profit, trailing stop
- Partial close and multi-leg management
- Islamic (swap-free) accounts built in
| Order type | Use | |
|---|---|---|
| Market | Instant execution at best available price | |
| Buy limit | Enter long below current market | |
| Sell limit | Enter short above current market | |
| Buy stop | Enter long above current market | |
| Sell stop | Enter short below current market | |
| Stop-limit | Combines stop trigger with limit fill | |
| Trailing stop | Locks in gains as price moves |
Protect every position, automatically.
Automatic stopout liquidates positions when margin falls below the configured level. Negative-balance protection ensures clients never owe more than they deposited. Multi-currency accounts with live FX conversion let clients hold and trade in any currency.
- Configurable stopout threshold
- Negative-balance protection
- Multi-currency with live FX
- Commission models per instrument or group
The sales floor your team will actually use.
Every client has a full activity timeline — calls, notes, deposits, trades, messages — in one view. Four onboarding paths (organic, affiliate, import, promo) feed into a unified lifecycle with first-deposit attribution built in. Tasks and reminders keep agents on the right clients at the right moment.
- Full customer lifecycle with status stages
- Activity timeline — trades, money, messages, notes
- First-deposit attribution across all channels
- Four registration paths including CSV import
| Customer | Region | Status | Owner | |
|---|---|---|---|---|
| A. Santos | Global | Active | R. Medina | |
| C. Moreau | Global | Churning | L. Kim | |
| T. Okafor | Global | Dormant | R. Medina | |
| M. Johansson | Global | Active | L. Kim |
Control who sees what — down to the field.
83 permissions across 18 categories let you build the exact role matrix your compliance team needs. Customer scopes (own / team / all) prevent agents from touching accounts outside their remit. PII masking hides or redacts sensitive fields for junior roles, and two-person approval enforces a second approver on sensitive money actions.
- 83 permissions across 18 categories
- Customer scopes: own, team, all
- Full, masked, or hidden PII per role
- Two-person approval for sensitive actions
| Role | Customer scope | PII visibility | |
|---|---|---|---|
| Senior agent | All | Full | |
| Junior agent | Own | Masked | |
| Compliance viewer | Team | Hidden | |
| Read-only | Own | Hidden |
Built for real books
Explore more of the platform
See the trading desk in action
Book a 30-minute demo and we'll walk through orders, client records, and role-based access on data that looks like yours.