Available Brokerage |
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Brokerage Type |
Small and Medium Brokerage |
Medium and Large Brokerage |
Brokerage Description |
Company scale is 20~50 value customer relationship management and sales management process seek business process and management standardization |
Company scale is over 50 with integrated marketing and sales team focus on precise marketing and refinement operation |
User Number |
200 Back Office User 2000 Client Portal User |
500 Back Office User 5000 Client Portal User |
Setting |
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Custom Brand Inforamtion |
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Custom UI |
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Custom Role Permission |
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Custom Security Setting |
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Custom Field Setting |
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Multi-lingual Support |
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Operation Logs |
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Origin Data Import |
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Origin Data Export |
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Customer |
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Customer Basic Information Management |
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Associated Account Management (Trade Account, IB Portal Account, Customer Portal Account) |
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Customer Basic Dynamics (Follow Up, Operation History, Trading History) |
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Customer Segmentation (Static Segmentation, Dynamic Segmentation) |
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Sales Opportunity Management |
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Follow-up Record Management |
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Email Marketing |
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SMS Marketing |
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Trading Account |
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Multi-system account management integration |
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Sensitive Information Synchronization Rule Setting |
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Account Opening |
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Customer Information Management (Basic Information, Financial Information, ID Information, Appropriateness Test) |
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Account fund management (Transfer Account, Credit Granting) |
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Account Basic Information Management (Login Status, Reset Password, Allow Modifying Password) |
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Account information management (Leverage, Group) |
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Account Abstract Query (Balance, Equity, Profit/Loss, Margin, etc.) |
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Inquiry of transaction records (Position Holding, Listing, Transaction History, Capital History) |
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Custom account information change notice (Credit, Funds, Margin Ratio, etc.) |
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Customer Segmentation (Static Segmentation, Dynamic Segmentation) |
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IB Portal |
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IB Basic Information Management |
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IB Task Process (IB Registration, IB Commission Withdraw, etc.) |
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IB Commission Level Management |
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IB Commission Management |
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Custom Commission Mode |
Daily Commission, Real-time Commission |
Daily Commission, Real-time Commission |
Custom Adjust Commission Parameters |
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IB Lower Account Information Query |
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IB Commission Report |
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IB lower Account Report |
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Client Portal |
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Multi-platform account opening and binding |
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Basic business rules setting (Account Opening, Amount, Transfer, Leverage, Account Group, etc.) |
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Bonus Rule Setting |
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Appropriateness Test |
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Custom Login Page |
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Custom Registration Sheet and Process (multi-step) |
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Custom Navigation Menu |
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Customer Self-service Online Account Opening (Demo Server, Real Account, and Additional Account) |
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Customer funds management (Transfer Account) |
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Customer Self-service Basic Information Management (Reset Password, Adjust Leverage) |
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Customer Self-service Account Abstract Information Query |
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Customer self-service transaction record query (Position Holding, Listing, Transaction History, Capital History) |
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Account Information Exception Alert (Margin Ratio etc.) |
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Task Approval Process(Task) |
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Client Task (Account Opening、Transfer Account、Adjust Leverage、Account Allocation, etc) |
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IB Task (IB Registration、IB Commission Withdraw and etc.) |
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Email Notification (Customer Task, IB Task) |
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Task Approval Setting |
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Customer ID Authentication |
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Customized notification rule (Amount, Account balance, etc.) |
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Custom approval process (multi-layer approval) |
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Sales Opportunity Management |
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Follow-up Record Management |
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Email Marketing |
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SMS Marketing |
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Report |
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Custom Report View |
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Account report |
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Commission Report |
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Performance Reports |
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Report Download Center |
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Custom Report |
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Business Intelligence (BI) |
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Customize my dashboard |
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Regular report subscription (email pushes daily, weekly, monthly and seasonly news) |
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Performance Index Analysis |
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Client target analysis |
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Trading target analysis |
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Capital Index Analysis |
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Source Conversion Analysis |
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Customer Ranking |
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Performance Ranking |
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Open API |
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Basic Data Interface |
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User Interface |
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Trade Account Interface |
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