loading

Or-be Broker Modules

Allows Brokers to control the infrastructure of online acquisitions

Or-be Systems broker module provide Or-be Systems functionality with platform integration to allow brokers to control the infrastructure of online acquisitions.

The Or-be form builder allows for bespoke creation of your on boarding process and the ability to change at the drop of a hat, on your timescale (not ours). Or-be broker module allows for online account forms to be graded for AML and KYC, without the need for developer intervention. All data is audited, and stored, and full rollback functionality is available.

Nothing is deleted, and nothing is lost.

Or-be Broker Modules

Platform Integration

Or-be Broker modules will integrate with any trading platform, to ensure smooth on-boarding and management of consumers.
Platform Integration

Back Office Management

Complete control to manage your customers

Monitor accounts and trading activity, monitor trade reconciliations and run P&L reports, on a scheduled or on a manual process.

Image

Real-time feedback

Take action to extend margin, limit leverage or otherwise intervene before it is too late to do something about it.

Real-time feedback to compliance and account managers allows companies to schedule the right resources based on forecasted need.

Real-time feedback

PSP Integration

Multiple PSPs can be integrated, and segmented out

Acquisition workflows can be separated out in any context that you like, whether it’s across departments, countries, languages, parters or any other means.

PSP Integration

Customer Portals

Customer Portals can be set, providing easy access for customers to monitor their own activity.

Platform Account history and information, Bank Accounts, Deposits and Withdrawals can all be monitored from here.

Customer Portals

Partner Portals

Partner Portals can be set, providing easy access to monitor clients and activity.

Partners can control their own tracking, and marketing activity via Or-be systems too.

Partner Portals

Intelligent Commission Structure

One centralised system let everyone know who is earning and when.

Partner Portals can be set, providing easy access to monitor commission.

Intelligent Commission Structure

Front End Integration

Or-be Broker Module allows for intelligent data to be controlled and displayed directly onto your site, or sites.

You can set up price feeds, and sentimental data , plus chart and historical data. Price tables, and bespoke modules can also be created, direct from your dashboard for front end integration.

Front End Integration

Life time ROI Plotting

When used in conjunction with Or-be Lead engine, life time ROI can be plotted and proved.

All clients, and activity is recorded and tracked, so you can see the true value that your clients bring to you.

Life time ROI Plotting
Or-be Broker Modules

Request a Demo

For questions about Or-be Broker Modules, and the systems that we build.