CLIENT PORTAL

Deliver world-class customer experiences

Branded client portals that enable trading, payments, compliance, and more.

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Unified experience

One login across multiple portals. Allow your customers to manage their KYC, execute trades, make payments, manage wallets, and access reporting

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Branding control

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

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Configurable & Secure

Only expose functionality that is needed and control the unique experience of each user. Leverage MFA and other advanced security features

Provide customers with a modern digital experience

Enable your customers to securely self onboard and renew their KYC

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.

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Drive business growth with a modern FX and payments portal

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.

Superior Risk & Compliance Controls

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.

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How Kooltra’s infrastructure platform supercharges the client experience

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Bank Grade Security

Protect yourself and your customers by ensuring the security of every client interaction
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Examples:

  • Manage permissions based on authorizations to make payments, trade, or sign agreements
  • Enable MFA, track devices and IP addresses
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API Platform

Integrated powerful APIs that transform your client portals into world class experiences
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Examples:

  • Execute a high volume of trades and payments per day in your client portal
  • Calculate risk in real-time to reduce risk and increase STP
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Salesforce Reporting

Analyze your customer’s activity at any stage of their life-cycle to drive adoption and revenue
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Examples:

  • Monitor client progress during onboarding
  • Track portal user growth and profitability relative to voice brokering

Our Client Portal Capabilities:

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KYC Onboarding

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KYC Renewals

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Account Updates

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STP Trading & Orders

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Beneficiary Management

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Payments

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Payment History

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Net Positions

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Maturity Blotter

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Net Settlements

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Credit Engine

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Risk Limits & Monitoring

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User Management

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Related Accounts

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Permission Management

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Custom Reports & Dashboard

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White-Label Portal

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