The Trader's Room is where your clients manage everything that surrounds trading: registration, onboarding, accounts, balances, money movement, documents and support — under your brand, not a third-party portal.
Accounts, funding, documents and support - under your brand, on the record the CRM already holds.
What it is: a client-facing portal covering the full non-trading surface of your brokerage.
What it solves: most brokers stitch together a login, a document store, a help desk and separate money pages. The Trader's Room unifies that experience so clients have one place.
What's in it: registration and onboarding, account access and switching, balances, deposits and withdrawals, documents and profile, and direct access into the connected trading platform.
Concrete, grouped by the job it does — not a wall of buzzwords.
Conceptual — the exact topology is scoped to your deployment.
Brokers launching their first branded portal
Existing brokers retiring fragmented client areas
Client, account, partner and finance operations in one system.
FOREXAA CRM →Register and complete onboarding, view accounts, balances and P&L, request deposits and withdrawals, manage documents and profile, and go straight into their trading platform.
The rails your clients can use depend on your deployment and jurisdiction. What's available is confirmed during scoping — we do not state a fixed list.
Yes. The Trader's Room runs under your brand and domain experience, not a third-party portal identity.