Broker CRM
See Exposure Early. Report Without Spreadsheets.
Risk views and a reporting engine built on the same data as the rest of the platform.
portal.clarivon-markets.demoSimulated data
Risk
OOperationsExposure by symbol
EURUSD+24.5
XAUUSD-45.5
GBPUSD+85.7
USDJPY-31.3
US500+22.6
Net lots by symbol. Short left, long right.Largest open positions
| Client | Symbol | Lots | P/L |
|---|---|---|---|
| Noor Al-Sayed | XAUUSD | 12.00 | -$4,218.50 |
| Yuki Morikawa | USDJPY | 8.50 | +$1,960.20 |
| Daniel Reyes | EURUSD | 0.80 | +$152.00 |
| Kwame Boateng | GBPUSD | 0.60 | -$41.70 |
Alerts
- Margin level below 120%3 accounts on Clarivon-LiveWatch
- Concentration: XAUUSD net short 45.5 lotsAbove the configured book thresholdReview
Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.
Two jobs, one data layer.
Risk
- Net exposure by symbol
- Largest open positions
- Margin level alerts
- Concentration thresholds
Reporting
- Daily trading summary
- Deposits and withdrawals
- IB commission statements
- Onboarding funnel
- Scheduled delivery
Reports on demand.
Generate one below. In production, reports can also be scheduled and delivered to the people who need them.
portal.clarivon-markets.demoSimulated data
Reports
OOperationsReports
| Report | Period | Format | |
|---|---|---|---|
| Daily trading summary | 02 Sep 2026 | PDF, CSV | |
| Deposits and withdrawals | August 2026 | CSV | |
| IB commission statement | August 2026 | ||
| Payment reconciliation | Week 35 | CSV | |
| Client onboarding funnel | Q3 to date |
Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.
Risk views are operational tools. They do not constitute risk management advice and do not guarantee any trading or hedging outcome.
Request a CRM Demo.
We will walk your team through the client portal, IB portal and back office, using your own workflows as the script.