One login across multiple portals. Allow your customers to manage their KYC, execute trades, make payments, manage wallets, and access reporting
Full control of the look and feel. Create an unlimited number of branding templates to power your client experience and enable lucrative white-label partnerships
Only expose functionality that is needed and control the unique experience of each user. Leverage MFA and other advanced security features
Capture sensitive KYC data and documentation in an intuitive user interface. Ditch fillable PDFs that your customers hate, and never again send sensitive information over unsecured channels like email.
Enable self-serve transactions by allowing customers to book trades and leave orders, manage beneficiaries, instruct payments, and monitor positions. All in one beautiful interface.
Leverage the full suite of Kooltra’s services to ensure that you only allow your customers to execute trades and make payments in line with your policies. Check credit, margin, limits, LEI, beneficiaries, and more. Maximize STP and eliminate risk before it happens.
Protect yourself and your customers by ensuring the security of every client interaction
Integrated powerful APIs that transform your client portals into world class experiences
Analyze your customer’s activity at any stage of their life-cycle to drive adoption and revenue
STP Trading & Orders
Risk Limits & Monitoring
Custom Reports & Dashboard