Client cabinet role
The client cabinet is the operational interface between a broker and its clients, connecting identity, account and service workflows.
Onboarding and KYC
Design registration, verification, document handling and status workflows around the broker’s applicable requirements and chosen vendors.
Trading accounts
Account creation, account types, platform identifiers and status changes should remain synchronized with CRM and trading systems.
Payments
Deposit and withdrawal workflows require provider-specific integrations, reconciliation and security controls.
IB and partner workflows
Where required, expose referral attribution, partner structures and reporting without mixing permissions between client and staff roles.
Security
Use secure sessions, strong authentication, access controls, audit trails and careful handling of sensitive data.
Next step
Build a requirements matrix covering platform scope, integrations, connectivity, hosting, security, support and ownership. This makes vendor proposals comparable and exposes missing dependencies before deployment.