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23.07.2021

Client Area Review

The client area is the first place users see aiming to become a part of your brokerage. The functionality and navigation of the client’s area are the key factors that emphasize the reliability and professionalism of a brokerage.

For most users, a client area is an integral element of interaction with a broker. Therefore, the design and feature set should be helpful and self-explanatory for an end-user.

 Client Area

In today’s review, we will focus on the brand software solution. The Client Area has already established itself as a reliable software for companies operating in the financial markets.

The client area is designed for:

◻ Forex, crypto, and CFD brokers

◻ dealing centers

◻ crypto exchanges

◻ banks and hedge funds

◻ financial companies

Let’s take a closer look at the basic features of the client area.

Simple and Convenient Dashboard

Navigation and convenience of the client’s area can become the basis or an obstacle for developing the brokerage. Note that clients use their accounts almost every day.

The client area has intuitive navigation and a convenient location of critical elements.

The control panel contains all the information necessary for:

Passing AML and KYC procedures for verifying personal information

Managing the financial transactions (deposit and withdrawal of funds)

Viewing transaction history

Profile

The developer has considered all the features of passing AML and KYC procedures to verify client data.

Before creating an account and depositing funds, a user will need to go through a mandatory data verification procedure. Meanwhile, a Forex broker can expand or, on the contrary, reduce the list of data required to verify a client’s profile.

A client needs to fill in the following information blocks:

◻ Personal data, including name, surname, and date of birth. To verify the identity, a user needs to attach an ID copy.

◻ Address, including information such as city, country, address, and ZIP code. A client can confirm the address by attaching a digital copy of an ID.

◻ Billing information.

◻ Contact details.

Users can also enable two-factor authentication (2FA) to enhance account security.

Deposit

The client area can be integrated with a countless number of payment services. The “Deposit” button is always at your fingertips – it allows clients to reload funds and start trading instantly. This looks very handy as users can make a deposit quickly and avoid potential price drawdowns.

Step-by-step guide on making a deposit:

◻ Choice of account type

◻ Choice of the payment method

◻Adding the amount of the deposit

◻Indication of personal information

◻ Checkbox the “Terms and Conditions” and “Refund and Cancellation Policy”

FACT! The average deposit time is less than 1 minute.

Withdrawal

Withdrawing funds is also an effortless procedure. Clients will need to complete four quick steps:

1. Select an account

2. Upload an ID

3. Select a payment method from the drop-down list

4. Specify the amount and confirm the withdrawal of funds

A broker has an option to configure the following additional parameters:

◻ Payment processing fees

◻ Time slots when the finance department can process withdrawal requests.

Transaction History

This section stores all information about financial transactions. A user needs to select the appropriate account, specify the period and download the detailed report.

Final Words on Client Area

The client’s area is one of the most critical elements of brokerage software. Has developed one of the most practical and efficient software solutions.

The product has the following key features:

◻ Integration with any payment services

◻ Two-factor authentication (2FA)

◻ Verification of user’s data according to AML/KYC requirements

◻ One-click reports on transactions stats

The installation and configuration of the client’s area are carried out by the Profit Center FX company – an integrator of specialized software for the brokerage business.

Profit Center FX offers fast and convenient integration of a client account for Forex brokers and financial companies, considering various business models.

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