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Client Portal & Trader's Room
A client portal that cuts support tickets and builds trust.
The trader's room is where the relationship plays out: funding, withdrawals, documents, accounts, IB links and support. We build cabinets that make each of these simple and make your brokerage look polished while they do.
Because it is wired into your CRM, platforms, PSPs and KYC, clients help themselves in seconds instead of opening tickets.
What's included
- Branded, responsive client portal
- Deposit, withdrawal and transfer flows
- Document upload and KYC status
- Multi-account and demo management
- IB referral links and commission views
- Ticketing and announcements
Client Portal & Trader's Room FAQ
Common questions.
Yes, natively with BridgeXPrime CRM and through APIs with others. Cabinet and CRM share one client record.
Next step
Ready to talk client portal & trader's room?
One conversation gets you a scoped plan, honest timelines and clear pricing, with no obligation.