Resources · Capability Updates
What the platform can do now.
New and recent capabilities across AltimaCRM, the Client Portal, the IB System and the Brokerage Intelligence System, with the problem each one solves.
01Latest
Recent capabilities.
Each entry is live in the platform today.
- Risk Management System
Risk queue
Breaches of your risk rules land in a queue, where the desk investigates, clears or escalates each one.
- Anomaly Detection
Account events
Unusual logins and rapid repeated actions on client accounts raise alerts, the early signs of fraud and account takeover.
- Anomaly Detection
Shadow mode for new rules
A new rule runs in the background first and counts what it would have flagged, so a noisy rule never floods the team with alerts.
- Scoring Engine
Lead scores and tiers
Every lead scored from 0 to 100 and placed in a tier from Bronze to Diamond, with a test tool and a full audit history.
- AltimaCRM
Visual onboarding builder
Drag and drop the registration steps per brand or region, and publish a new version without development.
- AltimaCRM
Headless onboarding API
Run the same onboarding flow from your own website or a partner's app.
- Payments
Payment methods per business unit
One catalogue of methods and providers, switched on per business unit with its own credentials, currencies and limits.
- AltimaCRM
Fees engine
Deposit, withdrawal and non-trading fees triggered by an event, a schedule or a manual charge.
- AltimaCRM
Settings by level
Templates, payment methods and onboarding flows managed at organisation, brand or business unit level.
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