Client Register

Maintain a structured and centralised register of all clients, including key data such as contact details, agreements, limits and operational settings.

Use client templates to streamline onboarding and ensure consistency across setups. Templates allow you to automate the configuration of essential settings, saving time when onboarding larger volumes of clients.

The Client Register serves as the foundation for managing configurations and permissions across the platform. By consolidating all client data in one place, operators can easily access, update and maintain consistency across workflows, while supporting tailored setups based on different risk profiles and operational requirements.