Run your whole operation from one place — sales, retention, finance and compliance — with the controls and audit trail a real brokerage needs.
From the first lead to a funded, trading client — and everything after.
Statuses, assignments, tasks, notes, click-to-call and lead scoring. Import from CSV with a guided wizard & duplicate control.
Full account view — wallets, live equity & P/L, KYC status, activity stream and a Trading ID for platform login.
A live view of every client's open, closed and pending trades — full oversight of activity, powered by the same pricing engine as the client apps.
Configurable gateways & offline methods, approvals, manual credits, withdrawal locking and reconciliation.
Upload & review identity documents, verification states, with role-based access to sensitive data.
Referral tracking, API keys with IP rules and per-affiliate duplicate rules — turn it on only if you need it.
Task reminders, a support ticketing module (staff + clients), notifications and email templates.
Deposits, withdrawals, P/L, agent performance and a risk & exposure center — the numbers you run on.
Granular per-entity roles, field-level permissions and a complete, searchable audit trail of every action.
Upload your logo, pick your colors and languages, choose the modules you sell — and you're live. Change any of it whenever you like.
OKTA Lab provides technology and software services only. We do not provide trading, brokerage, investment or financial services; we do not give trading, investment or financial advice or recommendations of any kind; and we do not solicit, receive or hold client funds. Any brokerage operation, trading conditions, market access, licensing and regulatory compliance are the sole responsibility of the client operating the platform.
OKTA