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