Onboarding you design
Build the registration journey in AltimaCRM's visual builder, with different steps per brand, region or regulator. The headless API runs the same flow on your own site.
Product · Signals Intivion's Brokerage Intelligence
Make your traders feel in control from their first login.
Live and demo accounts, KYC requests, document uploads, deposits and withdrawals, all in one portal carrying your brand. Every step feeds the Brokerage Intelligence System, so your teams know the next best action.
Everything a trader asks support for, already on their screen.
Onboarding you design, KYC through Sumsub, plug-and-play PSPs and a wallet that moves money to and from trading accounts in a couple of clicks. Market news and education from Acuity and Trading Central sit right alongside, on web, iOS and Android.
KYC through Sumsub
Traders verify identity and address inside the flow. Sumsub runs the checks, and reminders go out before documents expire.
Plug-and-play PSPs
Connect multiple payment providers through native integrations, so each market gets the deposit and withdrawal methods it expects.
One wallet, every account
Traders deposit into their wallet, then move money to any trading account and back again, without raising a request.
Multiple trading accounts
Live and demo accounts on AltimaTrader, MT4, MT5 and more, each with its own currency and leverage.
News and education
Market news, analysis and trading education from Acuity and Trading Central, built natively into the portal.
Loyalty and rewards
Points for trading volume, deposits and referrals, redeemed for rewards inside the portal.
Your brand
Your logo, colours, domain and languages on every screen, set per brand.
Also on iOS and Android. Your traders get the same portal, wallet and research on their phones, under your brand.
iOSAndroid
Compliance checks passed, deposit made, trading live. Here's how it looks under your brand.
Intivion · Client Portal
Onboarding
Every step is tracked, so neither the trader nor your team wonders what's missing.
Compliance checks passed ✓
- Create accountEmail and phone verified
- Personal detailsCountry: United Arab Emirates
- Identity checkPassport verified
- Proof of addressVerified
- First depositNext step: fund the wallet
Wallet
Deposits land in the wallet and move to any trading account, and back, in a couple of clicks.
Balance$12,980
CurrencyUSD
Pending$9,800
Methods4
- Deposit · bank wire$25,000 · completed
- Transfer to MT5 51177$12,520 · completed
- Transfer from MT5 51177$500 · completed
- Withdrawal request$9,800 · in review
Accounts
Live and demo accounts side by side, each with its own platform, leverage and equity.
| Account | Platform | Type | Leverage | Equity |
|---|---|---|---|---|
| 30412 | MT5 | Live · Standard | 1:200 | $16,300 |
| 51177 | MT5 | Live · Gold | 1:100 | $12,020 |
| 90021 | MT5 | Demo | 1:500 | $100,000 |
| 60218 Opened | AltimaTrader | Live · Standard | 1:100 | $2,000 |
Position opened · EURUSD · 0.50 lots
Every action in the portal tells your team something.
Logins, KYC steps, deposits and withdrawals feed the Brokerage Intelligence System. Lead scores update on their own, stalled onboarding gets flagged and unusual withdrawals are sent for review.
Client Portal sends
Logins
KYC steps
Deposits
Withdrawals
Brokerage Intelligence System
Client Portal receives
Updated lead scores
Stalled onboarding alerts
Withdrawal review flags
Feeds these intelligences
No more "did that deposit land?" messages between desks.
Each team sees the client from its own side, with the Brokerage Intelligence System pointing to the next best action.
Sales
Sees which sign-ups have passed KYC but haven't deposited yet, and calls them while they're still interested.
Retention
Spots clients whose logins and deposits are slowing down, and steps in before the withdrawal request arrives.
Compliance
Reviews documents from one queue, gets reminders before they expire, and sees every check on the client's record.
Questions brokers ask about the Client Portal.
How Intivion's trader's room handles onboarding, KYC, wallets and payments under your brand.
Can the Client Portal run under our own brand?
Yes. Your logo, colours, domain and languages appear on every screen, set per brand. The same portal, wallet and research are also available as iOS and Android apps under your brand.
How does KYC work in the Client Portal?
Traders verify their identity and address inside the onboarding flow through Sumsub, which runs the checks. Reminders go out before documents expire. You design the onboarding journey in AltimaCRM's visual builder, with different steps per brand, region or regulator.
How does the client wallet work?
Traders deposit into their wallet, then move money to any of their trading accounts and back again in a couple of clicks, without raising a request. Withdrawal requests go to review, and every transaction is visible to both the trader and your team.
Which payment providers and trading platforms does the portal support?
The Client Portal connects multiple payment service providers through native integrations, so each market gets the deposit and withdrawal methods it expects. Traders can hold live and demo accounts on AltimaTrader, MT4, MT5 and more, each with its own currency and leverage.
How does the Client Portal help my sales and compliance teams?
Every login, KYC step, deposit and withdrawal feeds the Brokerage Intelligence System. Lead scores update automatically, stalled onboarding is flagged for follow-up and unusual withdrawals are sent for review, so your teams know the next best action for each client.
Your brand, your traders, one portal that does the work.
Onboarding, KYC, wallets, trading accounts and market research, all under your brand, on web, iOS and Android. See it set up for your brokerage in a live demo.