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Client Portal, Onboarding and Webtraders
The client-facing experience is a core part of every brokerage’s setup. This category covers client portals, onboarding flows, account management interfaces, and webtraders that help brokers register clients, manage accounts, and provide browser-based access to trading.
Providers
  • Alfa Algorithms — CFD-focused technology provider offering a white-label webtrader and mobile trading solutions for brokers.
  • B2BROKER / B2CORE — Offers a client-facing trader’s room that combines onboarding, KYC/AML, payments, and multi-platform trading integrations in one hub.
  • DXtrade / Devexperts — Offers broker-grade web trading interfaces that can sit alongside wider brokerage operations and client-facing systems.
  • Hybrid Solutions — Provides web-based trading platforms for brokers with admin tools for account management and operational control.
  • Intivion - Provides CFD brokers with client area, CRM, IB system, and website solutions built to integrate with trading platforms, payment gateways, VoIP providers, and KYC/AML tools.
  • Leverate — Offers a brokerage platform ecosystem that combines web trading, broker tools, and client-facing portal functionality.
  • Match-Trade — Delivers a Client Office app with Forex CRM that helps brokers manage clients and IBs and integrates with major trading platforms.
  • TradeCore — Provides brokerage infrastructure centered on onboarding, client operations, and integrations with trading platforms and payment systems.
  • TradingView — Provides a widely used charting and web-based trading interface that brokers can integrate into their offering through TradingView’s brokerage integration program.
  • UpTrader — Provides a Trader’s Room within its brokerage stack for account management, funding, and client self-service.
Resources
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