Trusted by leading financial advisors
A Command Center for your FX Business
From client onboarding to revenue tracking, get the tools you need to scale.
Global Dashboard
Monitor AUM, P&L, and commissions with a high-level overview.
Client Pipeline
Visualize and manage your client lifecycle from prospect to active.
Master Client Profiles
Deep-dive into individual client performance and counterparty data.
Position Tracking
View and manage all open positions with ultra-fast form updates.
Commission Engine
Automate complex commission calculations and track payment status.
Global Currency Toggle
Switch between USD, MXN, or percentage views instantly across the app.
Intelligent Client Management
From prospect to partner, faster than ever.
Utilize our Kanban or table views to manage your entire client pipeline. Get visual alerts for stale leads and update client status with a single click. No more lost opportunities in spreadsheets.
Real-time Portfolio Dashboard
Your entire book of business at a glance.
Track essential KPIs like AUM, floating P&L, and generated commissions. See historical AUM growth, identify top-performing accounts, and get critical system alerts, all in one place.
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Basic
Up to 20 users
/Monthly
- Basic Reporting
- Up to 20 users
- 1GB for each user
- Chat Support
Pro
Most Popular
/Monthly
- Advanced Reporting
- Up to 50 users
- 5GB for each user
- Chat and Phone Support
Premium
- Advanced Reporting
- Unlimited users
- 50GB for each user
- Account Manager