Customer PortalSelf-service client platform

Empower your clients with a comprehensive self-service portal. Automate onboarding, account management, and support while reducing operational costs by 60%.

Available on all platforms

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Mobile App

Customer Portal Self-service client platform

Empower your clients with a comprehensive self-service portal. Automate onboarding, account management, and support while reducing operational costs by 60%.

Available on all platforms

Mobile App

Complete Self-Service Platform

Everything your customers need to manage their trading journey independently

Digital Onboarding & KYC

Streamline customer acquisition with automated KYC/AML verification

BENEFITS

AI-powered document verification in seconds

Multi-jurisdiction compliance built-in

Real-time identity verification with biometrics

Automated risk scoring and categorization

Digital document storage and management

PERFORMANCE METRICS

5 min

Onboarding Time

99%

Verification Accuracy

100%

Compliance Rate

-85%

Cost per KYC

REAL-WORLD APPLICATIONS

Instant account opening

Enable customers to open accounts 24/7 without manual intervention

Result:85% faster account activation, 90% self-service rate

Multi-tier account types

Support different account types with custom verification requirements

Result:Support for unlimited account types and jurisdictions

Regulatory compliance

Maintain compliance across multiple jurisdictions automatically

Result:100% audit trail and regulatory reporting

Risk-based verification

Apply different KYC levels based on customer risk profiles

Result:40% reduction in false positives

Portal Integrations

Connect with payment gateways, KYC providers, and communication tools for a complete customer experience

46 integrations

				Key Features
Anthropic Advanced AI language models and research	AI / Automation	Back Office	Available 2-4 weeks	✓Claude API access ✓1M token context +2 more
Ark Trader Advanced trading platform solutions	LP / OMS	Trading Engine	Available 2-4 weeks	✓Copy trading functionality ✓Social trading network +2 more
AWS Cloud computing services	Infrastructure	Platform	Ready Instant	✓Auto-scaling EC2 ✓Multi-region deployment +2 more
Azure Microsoft's cloud computing platform	Infrastructure	Platform	Available 2-4 weeks	✓Azure Kubernetes Service ✓Cosmos DB global database +2 more
Bloomberg Financial software, data, and media company	Market Data	Trading Engine	Available 2-4 weeks	✓Real-time data from 1000+ sources ✓Bloomberg Terminal integration +2 more
CheezePay Leading payment gateway in Southeast Asia	Payments	Back Office	Available 2-4 weeks	✓ASEAN payment methods ✓Bank transfer support +2 more
Cloudflare Web infrastructure and security	Infrastructure	Platform	Available 2-4 weeks	✓DDoS protection ✓Global CDN network +2 more
DokuPay Payment gateway solution	Payments	Back Office	Available 2-4 weeks	✓Indonesian market focus ✓Virtual account system +2 more
Facebook Meta Pixel Website conversion tracking tool	Charting / Analytics	Back Office	Available 2-4 weeks	✓Conversion tracking ✓Retargeting audiences +2 more
FactSet Financial data and analytics	Market Data	Trading Engine	Available 2-4 weeks	✓Portfolio analytics tools ✓Fundamental data coverage +2 more
FastPay Digital payment gateway for emerging markets	Payments	Back Office	Available 2-4 weeks	✓Mobile wallet integration ✓QR code payments +2 more
Financial Modelling Prep Financial data and API services	Market Data	Trading Engine	Available 2-4 weeks	✓RESTful API access ✓15+ years historical data +2 more
Finnhub Real-time stock market data and financial APIs	Market Data	Trading Engine	Available 2-4 weeks	✓Real-time WebSocket ✓Company fundamentals +2 more
Firebase Push Notifications Real-time push notification service by Google	Communication	Client Facing	Available 2-4 weeks	✓FCM messaging ✓Topic-based messaging +2 more
FIX Protocol Financial Information eXchange protocol for trading	LP / OMS	Trading Engine	Available 2-4 weeks	✓Sub-millisecond message processing ✓Session-level encryption +2 more
Google Analytics Web analytics and tracking service	Charting / Analytics	Back Office	Ready Instant	✓Real-time analytics ✓Custom events tracking +2 more
Interactive Brokers (FIX) FIX connectivity to Interactive Brokers for order routing and execution	LP / OMS	Trading Engine	Available 2-4 weeks	✓Access to 150+ markets globally ✓Smart order routing +2 more
Jumio AI-powered identity verification solutions	KYC / Compliance	Back Office	Available 2-4 weeks	✓Document verification ✓Biometric authentication +2 more
MetaQuotes Leading trading platform technology provider	LP / OMS	Trading Engine	Available 2-4 weeks	✓MT4/MT5 bridge connectivity ✓Multi-asset trading support +2 more
MiPay Chinese fiat and crypto payment service provider	Payments	Back Office	Available 2-4 weeks	✓CNY fiat payments ✓Crypto acceptance +2 more
MSG91 Communication platform for businesses	Communication	Client Facing	Available 2-4 weeks	✓OTP service ✓Transactional SMS +2 more
Neteller E-wallet and online payment service	Payments	Back Office	Coming Soon 4-6 weeks	✓Instant deposits ✓40+ currencies +2 more
NOWPayments Global cryptocurrency payment gateway	Payments	Back Office	Available 2-4 weeks	✓160+ cryptocurrencies ✓Auto coin conversion +2 more
oneZero Enterprise trading technology solutions	LP / OMS	Trading Engine	Available 2-4 weeks	✓Multi-asset liquidity hub ✓Advanced order management +2 more
OpenAI Leading AI research and deployment	AI / Automation	Back Office	Available 2-4 weeks	✓GPT-4 API access ✓DALL-E integration +2 more
Paypaz Global crypto payment service provider	Payments	Back Office	Available 2-4 weeks	✓Multi-chain crypto payments ✓Instant settlement +2 more
Polygon Real-time and historical market data APIs	Market Data	Trading Engine	Available 2-4 weeks	✓Nanosecond timestamps ✓Options and forex data +2 more
PrimeXM Advanced FX trading technology solutions	LP / OMS	Trading Engine	Available 2-4 weeks	✓Ultra-low latency aggregation ✓XCore matching engine +2 more
PushWoosh Push notification service	Communication	Client Facing	Available 2-4 weeks	✓Rich media notifications ✓Geofencing triggers +2 more
Refinitiv Global financial market data and infrastructure	Market Data	Trading Engine	Available 2-4 weeks	✓Elektron data platform ✓Real-time exchange data +2 more
Saxo Bank Global investment and trading solutions	LP / OMS	Trading Engine	Available 2-4 weeks	✓OpenAPI integration ✓Access to 40,000+ instruments +2 more
SendGrid Email delivery platform	Communication	Client Facing	Ready Instant	✓SMTP relay service ✓Dynamic templates +2 more
Skrill Digital wallet for online payments and money transfers	Payments	Back Office	Coming Soon 4-6 weeks	✓Instant deposits ✓40+ currencies +2 more
Stripe Online payment processing for internet businesses	Payments	Back Office	Coming Soon 4-6 weeks	✓135+ currencies supported ✓PCI DSS Level 1 compliant +2 more
Sumsub All-in-one verification platform for KYC, KYB, and AML	KYC / Compliance	Back Office	Available 2-4 weeks	✓Automated KYC/KYB flows ✓Document and liveness checks +2 more
Thomson Reuters Multinational media conglomerate	Market Data	Trading Engine	Available 2-4 weeks	✓Eikon data integration ✓Cross-asset real-time data +2 more
TradingView Charting and trading platform integration	Charting / Analytics	Trading Engine	Available 2-4 weeks	✓Advanced charting library ✓100+ technical indicators +2 more
Trulioo Global identity verification service	KYC / Compliance	Back Office	Available 2-4 weeks	✓5 billion+ identities ✓195 countries coverage +2 more
TwelveData Market data provider	Market Data	Trading Engine	Available 2-4 weeks	✓WebSocket streaming ✓Technical indicators library +2 more
Twilio Cloud communications platform	Communication	Client Facing	Ready Instant	✓SMS/MMS messaging ✓Voice calling API +2 more
UPI Unified Payments Interface	Payments	Back Office	Available 2-4 weeks	✓Instant bank transfers ✓QR code payments +2 more
WASender Business WhatsApp bulk messaging and automation	Communication	Client Facing	Available 2-4 weeks	✓Bulk messaging ✓Contact management +2 more
WhatsApp Business Business messaging and customer support	Communication	Client Facing	Ready Instant	✓Business API access ✓Automated responses +2 more
Whisper AI Advanced speech recognition technology	AI / Automation	Back Office	Available 2-4 weeks	✓99+ languages ✓Real-time transcription +2 more
WorldPay Global payment processing solutions	Payments	Back Office	Available 2-4 weeks	✓146 currencies supported ✓40+ payment methods +2 more
Zoho Sales IQ Live chat and visitor tracking platform	Communication	Client Facing	Ready Instant	✓Live chat widget ✓Visitor tracking +2 more

Frequently Asked Questions

What is the Customer Portal?

The Customer Portal is a white-label self-service platform that enables your clients to manage their accounts, complete KYC, make deposits/withdrawals, and access support - all without manual intervention from your team.

How quickly can the portal be deployed?

The Customer Portal can be fully deployed and customized within 30 days. This includes branding, integration with your existing systems, testing, and staff training.

What integrations are supported?

The portal integrates seamlessly with Bruno Core, BTrader Pro, MetaTrader 4/5, and other major trading platforms. It also supports 50+ payment gateways and communication channels.

Is the portal mobile-friendly?

Yes, the Customer Portal is fully responsive and works perfectly on all devices - desktop, tablet, and mobile. We also offer native mobile SDKs for deeper integration.

How does it reduce operational costs?

By automating KYC, account management, and support processes, the portal typically reduces operational costs by 60% and support tickets by 73%, allowing your team to focus on high-value activities.

Resources & Insights

Learn how leading brokerages use Customer Portal to transform their client experience

Event

June 23-25, 2026

Money20/20 Europe 2026

Europe's largest fintech event bringing together 8,000+ senior executives, innovators, and investors from across the global payments, banking, and financial technology ecosystem.

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