Identity and access
Back Office, Trader and Partner sessions are separated with audience-specific permissions and scope catalogues.
Isolation
Platform overview
One operating foundation. Three focused experiences.
Broker teams, traders and IBs each receive a workspace designed for their job, while identity, policy, workflow and evidence stay connected underneath.
Shared foundation
What every workspace inherits.
The foundation is the reason the three experiences agree with each other. It is configured once and respected everywhere.
Workflow and approvals
Sensitive actions move through explicit requests, recorded reasons and approval boundaries.
Governance
Data and integration
Broker sources connect without the CRM pretending to be the source of trading truth.
Boundary
Configuration
Brokers publish controlled policy and programme versions rather than requesting a code change.
Configuration
Audit and evidence
Lifecycle and operational evidence is retained as append-only records against the subject.
Auditability
Branding
Shared design tokens so charts, forms, games and system states inherit the broker identity consistently.
White label
Broker systems.Governed services.Three workspaces.
Data flows in one direction through controlled services. There is no execution loop and no automated risk decision anywhere in the path.
How the surfaces differ
Same foundation. Different job.
Operations
Partners
Administration
Operations overview
Back officeSearch clients, partners, tickets
OK
Total clients
18,402
▲ 4.2% 30d
New registrations
1,247
▲ 11.8% 30d
Deposits · 30d
$4.82M
▲ 6.4%
Pending KYC
86
▼ 12 since Mon
Deposits and withdrawals
Last 12 monthsClient acquisition funnel
30 daysLeads3,120
Contacted2,240
KYC submitted1,410
Approved1,186
Funded842
Recent client activity
Client 360| Client | KYC | Balance |
|---|---|---|
| MKM. Karlsen | Verified | $12,400 |
| ADA. Duarte | Manual review | $3,150 |
| SRS. Reyes | Verified | $28,900 |
| JTJ. Thorne | Documents due | — |
| LML. Moreau | Verified | $7,620 |
Operations queue
- Manual KYC queue23 open
- Withdrawals · dual approval9 pending
- Support breaching SLA3
- Commission disputes2
- Permission requests5
Operations queue
- Manual KYC queue23 open
- Withdrawals · dual approval9 pending
- Support breaching SLA3
- Commission disputes2
- Permission requests5
Client mix by account type
Live catalogueStandard46%
Pro27%
Raw spread18%
Demo9%
Broker Back Office
The operational anchor. Staff work queues, client servicing, partner administration, payments operations, engagement publishing and the approval inbox all resolve here, filtered by role.
Broker CRM detailIB Portal
Partner transparency. Campaigns, attributed clients, network hierarchy, commission records, statements, payout requests and support — with the derivation of each figure visible rather than asserted.
IB system detailPartner overview
IB PortalSearch clients and campaigns
VP
Payable balance
$18,940
Settled to 31 Jul
Attributed clients
312
▲ 18 this month
Commission · 30d
$6,420
▲ 9.1%
Conversion rate
34.2%
Link to funded
Attributed volume
Lots · 12 monthsCommission by plan
SettledTier 2 rebate52%
CPA31%
Sub-IB share17%
Network and sub-IBs
3 levelsVantage PartnersMaster IB312 clients
Atlas ReferralsSub-IB118
K. OseiSub-IB41
Meridian GroupSub-IB86
Campaign performance
Broker-issued| Campaign | Clicks | Funded |
|---|---|---|
| NL-07 · Summer | 4,120 | 148 |
| NL-11 · Webinar | 1,860 | 62 |
| NL-14 · Referral | 940 | 27 |
Overview
Trader PortalSearch help and rewards
MK
Broker points
3,480
▲ 320 this week
Challenges completed
11
Documents
Verified
Policy v4
Account types available to you
Explore account types| Account type | Platform | Minimum |
|---|---|---|
| Standard | MetaTrader 5 | $100 |
| Pro | MetaTrader 5 | $2,500 |
| Raw spread | MetaTrader 5 | $5,000 |
| Demo | MetaTrader 5 | — |
Your challenges
Trader laneTrade 15 lots12 / 15
Complete profile3 / 4
Rewards catalogue
Broker-selectedTrading credit1,200 ptsAvailable
Cashback reward2,000 ptsAvailable
VIP account tier6,500 ptsLocked
Trader Portal
The broker-owned relationship layer. Onboarding, document upload, account discovery and configured engagement, responsive from phone to desktop, under the broker brand.
Trader experience detailSee HX Nexus against your operating model.
See how your CRM, onboarding, partner and trader workflows can operate through one broker-branded ecosystem.