Client profiles
Give clients a familiar place to manage their profile and account information.
Branded client account management
Mobile CRM App
Your branded client account portal on mobile: profiles, KYC, funding requests, trading-account overview and client services. From $600 per month.
Broker brandingClient profiles and KYCDeposit and withdrawal requestsTrading-account managementTransaction statusPortfolio overview
Mobile CRM
Stay close to your clients.
A branded account-management app connected to your CRM, from $600/month. iOS deployment is available; Android scope and store delivery are confirmed in your proposal.
KYC workflows
Connect mobile onboarding to the broker's configured verification process.
Funding requests
Let clients initiate deposits and request withdrawals through enabled payment methods.
Account overview
Bring trading-account information and transaction status into the client portal.
Your broker brand
Carry your identity through the client experience, with launch requirements agreed during onboarding.
Connected client service
Keep mobile account management connected to the same CRM operation your team runs on the web.
Two mobile experiences, clearly scoped
Mobile CRM serves client account management. The TradeHawk native trading app is a separate internal pilot. We demonstrate the available experience and confirm platform connectivity, release scope and branding before your launch.
Ready to get started?
Walk through your onboarding, payments, trading and partner workflows. We will show the relevant products and map a proposal to your operation.
A focused demo. Clear pricing. A scoped implementation plan.