Challenge
A brokerage required a unified client, IB and operational environment. Client data, partner commissions and finance approvals lived in separate tools with manual hand-offs between them.
Solution
Multi-tenant CRM with client portal, IB system, MT5 integration architecture and configurable branding. Packages and feature entitlements are resolved in one place, so new brands are configuration rather than new builds.
Result
- Reduced manual workflows
- Centralised operations
- Faster onboarding