FinTech Software with Clients Backoffice - InfoIdea
Clients Backoffice

Backoffice is intended for opening accounts in financial institutions and for further trading on the OTC market. Backoffice can be integrated with the trading platform and consists of client and administrative parts.

Client part

The client part provides the possibility to open trading accounts in the trading platform, both real and demo, and manage them: change leverage, change password, make deposits and withdraw funds from the account by any connected external payment system (bank transfer, bank card processing, electronic payment systems, cryptocurrencies). In addition, BackOffice provides statistical information on all operations performed, both - balance and trading operations.

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Administrative Part

The functionality of the administrative part allows one to manage financial transactions (deposits/withdrawals/transfers) initiated by customers as well as to manage their trading accounts; to track and manage financial flows of customers; to verify a client`s profile and to follow the compliance procedures. The service allows one to create a multi-level affiliate programs (agent-referral) with a flexible system of agent commissions distribution as well as a bonus program with different types of bonuses.

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Key features:

Integration with MT4\MT5

Integration with any Payment System

Detailed Reports

Partnership Program management

Bonus Program Management

Financial Stats

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