Built for your brokerage

Brokerage payments and cashier.

Card, crypto and manual deposit methods with an approval flow for withdrawals.

Actual deposit selector with card, crypto and account-manager options
CRM deposit-assistance alert with fictional client details
White-label
Your brand stays visible
Configured
For your operating model
Connected
To the BrokeraTech stack

Your brokerage, connected

Client funding and finance control in the same brokerage stack.

Connect the payment providers you hold accounts with. Clients deposit from the trading app; your finance team reviews and approves withdrawals in the CRM.

Actual deposit selector showing card, crypto and account-manager options with a demo amount
CRM deposit assistance notification with fictional client details
Client request Broker follow-up

Funding & follow-up

More ways to fund.
A connected team behind them.

Offer card, crypto and agent-assisted deposits, with bank-wire workflows for your brokerage. Keep client requests connected to the people who handle them.

Card paymentsBank wireCryptoAgent assistance

Payment methods are configured around your providers and operating setup.

Product capabilities

Payments & cashier, built around your operations.

Deposits

  • Card payments through connected PSPs
  • Crypto deposit addresses
  • Manual payment methods
  • Saved client cards

Withdrawals

  • Configurable withdrawal methods
  • Approval workflow in the CRM
  • Client payment history

How it fits

Put payments & cashier to work.

  1. 01
    Connect

    Configure the payment providers and methods your brokerage uses.

  2. 02
    Fund

    Clients deposit through the cashier inside the branded experience.

  3. 03
    Control

    Finance teams review withdrawals and monitor payment history.

Connected tools

Fits the providers you already use.

BrokeraTech connects this module to selected providers through a controlled implementation led by our team.

Built around your brokerage

See payments & cashier configured for your team.

Talk to our team

BrokeraTech / platform

One connected brokerage stack.

The technology behind your brokerage, delivered under your brand.