Trade 360 is Finalto’s full turnkey brokerage
solution which includes 5 essential modules for running a successful brokerage – a
“brokerage in a box”.
Finalto 360 provides start-up and existing regulated
brokers a complete multi-lingual turnkey solution for its technology needs to take their
brokerage to the next level.
Alex Yap from Finalto’s Singapore office explains: “Asia
is a very diversified market. The level of tech sophistication in the region ranges from
novice to very advanced level. Finalto 360 is the ideal tool to cater to such diverse needs.
Fintech is still in its nascent stages in many parts of Asia and the sector is still trying
to establish a strong footing.”
Here’s a quick look at the 5 modules in 360.
1. Finalto Trade
Finalto’s white label trading platform is the centre
piece. It features a customizable and fully branded interface, wide variety of asset classes
to offer to traders, cyber security protection, a user-friendly multi-asset mobile
application and a number of advanced back-office tools.
2. Finalto Deal
Database management, activity history, a feed and
exposure monitor as well as a watch list of easy-to-manage charts are provided to brokers
with the Finalto 360 Deal desktop-based application. Finalto Deal offers comprehensive
monitoring, more control for our partners and limited latency – making it not just flexible
but also easy to work with.
3. Finalto Control
This is CRM made easy: supporting multiple brands and
multiple jurisdictions; streamlined automation of onboarding, integration with key third
party vendors such as PSPs and KYC verification to world class business intelligence and
regulatory reports.
4. Finalto Communicate
This module enables brokers to group and segment clients
based on multiple criteria that will cater to their personal needs. Enabling marketing
automation, this module helps brokers drive sales by sending in-platform messages and push
notifications.
The client area, also known as My Portal, gives traders
seamless access through one single login to the brokerage’s multiple platforms, allowing the
trader to switch platforms with ease and conveniently transfer funds between them.
5. Finalto Insights
A successful brokerage would be nowhere without knowing
its statistics. This final module delivers all the latest insights. A bespoke report builder
tool which helps firms add, create and edit reports based on their business needs.
The 360 suite is a fully agnostic and flexible ecosystem
that allows brokers to enhance their performance by integrating with any 3rd party provider
of their choice.
Service available only to
Professional clients and varies per jurisdiction
– Trading involves significant risk of
loss
