Lead to funded
Assignments, status, and the next action sit on the profile sales already uses.
CRM
One client record for sales, ops, and risk.
Lead the client in, finish KYC, open the trade account, and keep every ticket on the same identity. No spreadsheet trail between desks.
On the desk
What the client desk holds
Built for the back office that onboards, verifies, and supports the same person.
KYC / AML
Documents, review, and a case history ops can defend later.
Trade accounts
Groups, leverage, and the MT login stay attached to the CRM identity.
Tickets
Support does not start a second file. The thread belongs to the client.
Multi-brand
More than one label can share the deployment without mixing ledgers.
Back office
Deposits, withdrawals, and IB context are one click from the profile.
Installed under your brand.
The portal and the admin wear your name. The book stays on your hosting.