Fully Customizable
Client Portal

  • A seamless and intuitive client portal is essential for delivering a professional and efficient trading experience. TradeCore’s fully customizable client portal provides traders with a centralized hub for managing their accounts, executing transactions, accessing trading insights, and engaging with your brokerage—all within a branded, white-label environment tailored to your business.

  • This flexible, broker-branded solution ensures that traders can perform essential actions independently, reducing support requests while enhancing customer satisfaction.

Key Capabilities:

Complete Customization
Customize the portal’s design, layout, colors, and branding to match your brokerage’s identity. Deliver a fully branded experience without requiring in-house development resources.
Self-Service Account Management
Clients can handle essential account functions, including deposits, withdrawals, transaction history, and account verification without your intervention.
Seamless Trading Platform Integration
Traders can access real-time trading data, account balances, open positions, and performance reports, ensuring they have full visibility into their trading activity.
Multi-Device and Multi-Language Accessibility
Optimized for desktop, tablet, and mobile use, with multilingual support to cater to a global client base.
Automated KYC and Compliance Checks
Integrated compliance workflows allow clients to upload documents, complete identity verification, and track their approval status without manual processing.
Personalized Dashboard Views
You can configure what traders see, ensuring relevant insights are displayed based on account type, trading experience, or other variables.
Secure Communication and Notifications
Enable traders to receive real-time alerts on trade confirmations, account updates, promotional offers, and security notifications directly within the portal.
IB and Affiliate Portal Integration
Partners and Introducing Brokers (IBs) can access a dedicated section to track referred clients, monitor commissions, and review performance analytics without needing additional software.
The TradeCore Client Portal simplifies trader account management while giving you complete control over branding and customization. By offering a self-service solution that is both user-friendly and scalable, you can enhance the trader experience, reduce operational workload, and improve retention.
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