The problem
The broker needed to support identity checks, administration, multiple languages, and different brands. Its portal also needed to exchange information with trading systems and SaaS tools such as HubSpot.
What we built
We developed a custom client portal with workflows tailored to the broker’s business and regulatory requirements, supported by integrations with its other systems.
- Supported onboarding, identity verification, and deposits.
- Integrated with MetaTrader and other business tools.
- Delivered localization and white-label capabilities.
- Used APIs to move customer information between systems.
What changed
A portal that fitted the way the business worked.
The delivered portal encoded the broker’s workflows and supported multiple languages and brands. The integrations made customer information more useful across the tools involved in running the operation.
The technical decisions
Regulatory rules affected the workflow.
Different jurisdictions created different data and verification requirements. The application needed to represent those rules rather than force every customer through a single generic process.
Build connections into the design.
A robust API supported both ingesting customer information and pushing data back into other products. Localization and white labeling were also built into the application.