by grentone | Jan 31, 2024 | Company, Licence
Investment Dealer license in Mauritius: A Comprehensive Guide Discover the investment dealer license of Mauritius, a hub boasting over 16,000 corporations, trusts, and investment funds, supported by 20 banks, including 10+ foreign institutions. This guide provides...
by grentone | Mar 7, 2023 | Trading Platform
Is a Copytrader plugin or API most preferred for my MT4 white label, many brokers asked. We hope this article may help to clarify the differences between them. First, why are we talking about copytrading and not talk about a MAM, which...
by grentone | Mar 7, 2023 | Blockchain, Company, Licence, Trading Platform
Know Your Customer (KYC) process Financial Institutions usually perform KYC processes before opening customer accounts. KYC stands for Know Your Customer. It is a mandatory procedure that helps banks, insurance companies and other financial institutions verify...
by grentone | Mar 7, 2023 | Company, Licence
The FSA of St Vincent and the Grenadines is asking existing forex brokers registered with the jurisdiction to produce a certified copy of the forex licences where the entity operates. The details were disclosed to registered agents via a Notice: Requirements for...
by admin | Feb 10, 2023 | Blog, Incorporation, Licence
The FSA of St Vincent and the Grenadines is asking existing forex brokers registered with the jurisdiction to produce a certified copy of the forex licences where the entity operates. The details were disclosed to registered agents via a Notice: Requirements for...
by grentone | Aug 10, 2021 | Trading Platform
Typical account opening procedures for broker dealers. The illustration below briefly describes how account opening is done with our standard type CRM admin and client portal. The CRM is a critical tool so that brokers will find it easier to support their clients and...
by admin | Jul 28, 2021 | Company
Know Your Customer (KYC) process Financial Institutions usually perform KYC processes before opening customer accounts. KYC stands for Know Your Customer. It is a mandatory procedure that helps banks, insurance companies and other financial institutions verify...
by grentone | Jun 29, 2021 | Blog
Is a Copytrader plugin or API most preferred for my white label solution, many brokers asked. We hope this article may help to clarify the differences between them. First, why are we talking about copytrading and not talk about a MAM, which is a ‘multi account...
by admin | Jun 21, 2021 | Trading Platform
The CRM or the Back-office portal serves the function where the broker use it as a tool to manage business operations and handle all customers related administration in a single portal. It is an essential tool for the broker as they scale down operational costs on...
by grentone | May 24, 2021 | Blog
If you are currently a provider of a trading platform, or even CRM access to clients, did you experience clients who use your platform behind their country’s firewall e.g. China customers, feedback to your technical support team about their access to the trading...
