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Trader's Room / Client Cabinet
The client portal your traders deserve.
The trader's room is where client relationships live: deposits, withdrawals, document uploads, account management, IB links, support. We build client cabinets that make every one of those interactions effortless — and make your brokerage look world-class doing it.
Deep integration with your CRM, platforms, PSPs, and KYC stack means clients self-serve in seconds instead of ticketing your team for hours.
What's included
- Branded client portal (web + mobile-responsive)
- Deposits, withdrawals & transfer flows
- Document upload & KYC status tracking
- Multi-account & demo management
- IB referral links & commission views
- Support ticketing & announcements
Trader's Room / Client Cabinet FAQ
Common questions.
Yes — BridgeX CRM natively, and third-party or custom CRMs via API. The cabinet and CRM share one client record.
Let's build
Ready to talk trader's room / client cabinet?
One conversation. A scoped plan, honest timelines, and clear pricing — no obligation.