Brokerage Management Platform
A modular PaaS framework
With integration points to any number of trading platforms directly utilizing the capabilities of our UBI API layer. The BMP provides all necessary functionality to manage, market and maintain your brokerage from a single interface while giving you the flexibility to extend your market offering by amending new trading platforms at any time. The BMP includes the following modules:
Broker Admin Portal
Provides a complete suite of administrative functions for your brokerage. Major functionality includes: trader administration, IB administration, document management, account approvals, back and middle office operations, fully integrated proprietary CRM, integration point for third party CRM (Salesforce, Microsoft Dynamics, SugarCRM, Zoho).
List of functional features:
- Manage admins/employees
- Manage company settings
- Manage marketing materials
- Multiple language translations
- Task management
- Lead generation
- IB management
- Trading account management
Allows your customers to have their own administrative interface. The individual trader portal, will let your traders manage their trading platform accounts, perform deposits using credit cards, open new accounts, review their trading positions, transfer or withdraw funds, update and upload their documents.
Introducing Broker Portal
Gives your customers the ability to be promoted to IB status and earn commission by referring new customers to your brokerage. Provides marketing, monitoring and back reference tools functionality to sign up new customers and track campaigns activities. Allows IB to review the positions for their referrals and commissions generated.
Multi Tier IB portal
Gives your existing IBs the ability to construct their own Sub-Ib’s system. Allows your IB’s to sign up an infinite number of ibs under them. These new sub-Ibs will also be able to construct their own Multi tier system. In addition to features in the single level IB portal, the Multitier portal, allows for tracking and analytics across the entire tree.
Real Time Updates
The BMP application connects to trading systems, via the UBI platform, in an on demand fashion. Meaning, whenever the application needs information it will fetch new data. For most customers we setup a daily batch job to fetch the latest balance and trade information into the BMP as a precursor to EOD operations. For those who require the BMP to reflect the state of the trading platform in real time we provide an added, event driven interface that populates data into the BMP application as the events occur.