Growth and Reach
Everything that brings clients in: your public site, IPO and mutual fund distribution, paperless account opening and the sub-broker desk.
Every module stands on its own and reads the same books as the rest — take one bundle, take them together, or start with a single module. Book a demo and we will work out what fits your desk.
Every module stands on its own and reads the same books as the rest — taken as a bundle, or a module at a time. What each firm pays depends on its own book, so we quote it on the call, not on this page.
Everything that brings clients in: your public site, IPO and mutual fund distribution, paperless account opening and the sub-broker desk.
The back office your firm runs on, and the CRM that reads the same client master.
Growth and Reach + Operations
What your clients trade on: PocketX in the browser and on their phones, with Flowmate for algo workflows.
Growth and Reach + Operations + Trading and clients
Available combined with Growth and Reach + Operations