Modules¶
A guided tour of the platform's three main modules — the Backoffice and CRM your team runs, the WebTrader traders trade in, and the self-service Client Zone.
The platform presents different faces to different people, all over one shared backend. This page introduces each module at a glance and points you to the Operator Guide for the full detail.
Backoffice and CRM¶
The Backoffice is the web application your team uses to run the brokerage. It combines operational tooling with a full CRM, so the same place you nurture a lead is where you later manage that customer's account, money, and trading.
Representative capabilities include:
- Accounts and leads — work an accounts list, open a detailed account card, and track a customer from first interest through onboarding. See Work the accounts list and The account card.
- Lead assignment — route incoming leads to the right team or agent. See Configure lead assignment.
- Workflow automation — build rules that run themselves when something happens on an account, from sending a message to reassigning an owner. See About workflow automation.
- Business units and teams — organize your firm into a hierarchy that controls who can see and act on which accounts. See Manage business units.
- Monetary transactions — record, review, approve, or reject deposits, withdrawals, transfers, and bonuses. See The monetary transactions page.
- Brand and reference-data administration — configure brands, the instrument catalog, leverage groups, and trading terms. See Manage brands and Manage the instrument catalog.
- Form builder and custom fields — tailor the account form and capture the data your firm needs. See Build the account form.
- Audit log — review the change history behind any record. See View a record's change history.
- Predictions — an add-on product for firms that offer it: choose which prediction markets to sell, price them, cap the exposure they create, and watch the resulting book. See About Predictions.
The Backoffice home shows a welcome panel with shortcuts into each area, giving operators a starting point for their day.
WebTrader¶
WebTrader is the browser-based trading terminal. It is where traders actually trade: placing orders, managing open positions, watching live profit and loss, funding their trading accounts, and browsing the instrument catalog available to their brand.
Highlights include:
- Order and position management with live P&L on open trades.
- Funding so traders can add money and move it between trading accounts.
- An instrument catalog scoped to what the brand offers.
- Interchangeable chart engines — a brand can present one of several built-in charting experiences, so its traders get the charts that suit them.
- Predictions — on brands that offer it, a section where traders fund a separate USD wallet and buy prediction contracts on real-world questions. See What your traders see.
WebTrader runs on both desktop and mobile from a single codebase, and the two are held to the same feature set — a discipline the team enforces so a capability available on one is available on the other.
Client Zone¶
The Client Zone is the trader's self-service portal: where a customer signs up, manages their profile, deposits and withdraws funds, and opens new trading accounts without needing to contact your team.
Representative capabilities include:
- Self-registration and account creation — a customer can sign up and open a trading account on their own, choosing from the account types the broker offers.
- Funds — a deposits-and-withdrawals area, configurable per brand.
- Branded login — a sign-in experience themed to the brand.
- Support requests — a way for customers to reach your team from inside the portal.
The Client Zone is a shape of the WebTrader
The Client Zone is not a fourth application. It is the same WebTrader presented in its full self-service, client-portal shape. A brand's offering decides which shape its traders get: a full customer portal with sign-up and login, or a leaner standalone trading experience. Choosing the offering, not installing a different product, is what turns the portal on or off.
How the modules fit together¶
The three modules are windows onto one set of records. A lead worked in the CRM becomes an account; that account's owner deposits through the Client Zone; an operator approves the monetary transaction in the Backoffice; the trader opens a position in the WebTrader — and every step is the same underlying data, governed by the same permissions.