An operations team that already knows your stack
Hand routine back-office work to people who know brokerage operations and our platform — KYC processing, payment operations, platform administration and round-the-clock technical support — and train your own staff to run the rest.
What we can run for you
Back-office management
Daily operational tasks in the CRM, following your procedures and approval rules.
KYC processing
First-line document checks and queue management, with final decisions by your compliance officer.
Payment operations
Preparing deposit and withdrawal requests for approval and reconciling with PSP reports.
Platform administration
Account, group and symbol changes on your trading platform.
24/7 technical support
Technical support around the clock, with emergency escalation for critical incidents.
Technical training
Training for your operations, finance, compliance and dealing teams on the platform and CRM.
Choose how much you hand over
Technical support
Helpdesk and emergency support for your platform and CRM; your team runs operations.
Co-managed operations
We handle defined queues — for example KYC first-line review — alongside your staff.
Outsourced back office
We run day-to-day back-office operations under your policies and approvals.
How we work inside your brokerage
- Your proceduresWe follow your written policies and escalation paths.
- Scoped accessOur staff use named accounts with roles limited to the agreed tasks.
- Logged actionsEverything we do appears in the same audit trail as your own staff.
- Your accountabilityRegulated decisions — such as final KYC approval — remain with your responsible officers.
Support questions
What support is included in the CRM plans?
Helpdesk and emergency support are included on both plans. Outsourced operations and training are scoped separately.
Can you train a new operations team?
Yes. We run training sessions for each desk on the CRM and trading platform.
Works alongside
Let's Map Your Brokerage.
Tell us how your desk runs today — platforms, payment methods, partner programmes and team roles. We'll walk you through the modules that fit and outline an implementation plan.