The Back Office is where your teams do the work: approve clients, open accounts, move money, manage partners, monitor risk and answer support. It is the internal mirror of the Trader's Room your clients see.
KYC review, payouts, exposure and tickets - routed to the right team with state visible at a glance.
What it is: the internal operations console covering clients, accounts, transactions, KYC, partners, risk, reports and tickets.
What it solves: brokers usually run operations across a CRM, an email inbox, a spreadsheet and a chat tool. The Back Office gives each workflow a home in one system.
What makes it operational: it is built around the workflows your team repeats every day, so the common path is a handful of steps instead of a tour of tabs.
Each area is a first-class workflow, not a report about a spreadsheet.
Concrete, grouped by the job it does — not a wall of buzzwords.
Conceptual — the exact topology is scoped to your deployment.
Operations teams
Compliance & KYC
Finance
Support
Client, account, partner and finance operations in one system.
FOREXAA CRM →Run your partner network with attribution you can audit.
IB / Affiliate →The branded portal your clients use for everything but the chart.
Trader's Room →It consolidates the workflows that usually live in a CRM plus spreadsheets, email and separate tools: client and account administration, money movement, KYC, partner management, risk monitoring and support.
The console scales down as well as up. A small operations team can run a full launch with it; larger brokerages extend it across more teams and controls.
The Back Office exposes exposure and utilisation against the limits you set, with alerts as thresholds are approached. Risk depth is confirmed for your deployment.