Back-office.png

Back Office

Clear Portal is the ultimate web based Back office system for Banks and Brokers.
Assemble and effectively manage clients right down to the most granular level.

  • Assign clients to specific price groups
  • Tailor client settings and trading terms
  • Build a client template to setup multiple client logins in an instant
  • Instantly create Live and Demo accounts
  • Transfer funds (deposits and withdrawals)
  • High security checks and internal audit trails
  • Advanced reporting tools and statements