BBrokentra
CRM & client portals

Bring clients, partners and operations together.

Give brokerage, prop firm and investment-management teams a clear view of the customer journey, with a branded portal and a back office built around their workflow.

Discuss crm & client portals
Africa first. International reach.
CONNECTED THINKING
BROKENTRA / CRM & CLIENT PORTALS
STRATEGY × TECHNOLOGY × EXECUTIONEXPLORE
Scope of work

What we deliver

Choose a complete implementation or a focused service. We agree the deliverables, responsibilities and commercial terms around your business. Platform access, financial services and regulated activities remain subject to provider and jurisdiction requirements.

  • Client profiles, sales pipelines, account opening and service history
  • Trader cabinets, wallet records, deposits, withdrawals and internal transfers
  • KYC document collection, review queues and configurable onboarding
  • IB and affiliate hierarchies, referral attribution, commissions and partner portals
  • Permissions, audit logs, cashflow reports and operational dashboards
  • Mobile access, notifications, support integrations and customer migration
  • Broker, funding-company and hedge-fund CRM configuration
Getting started

What we need to understand

A focused first discussion lets us propose a relevant scope and quote.

Three starting questions

  • What would you like to launch or improve?
  • Which markets, platforms and providers are involved?
  • What are your priorities, budget and delivery timeline?
Discuss this service
Your next move

Build what
comes next.

Tell us what you are building. We will review your objectives and scope the right advisory and delivery team.

Request a conversation