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Trader’s Room

Where your clients open, fund and manage their accounts

Why the trader’s room

The account,
in their own hands

Everything a client would otherwise email your desk about, on a screen they can reach at two in the morning.

  1. Sign up and verify in one run

    Registration, documents and the identity check happen in the same sitting rather than across three days of email. Veriff and Sumsub run in the background, and the client only hears from a person when a case genuinely needs one to look at it.

  2. Open the account they want

    Live, demo, standard or ECN — the account types you offer, with the leverage and currency you allow on each. Credentials arrive on the platform they picked, and the whole thing takes a client about a minute.

  3. Fund it without leaving the page

    Card, bank, UPI, e-wallet or crypto, with the balance updating as soon as the provider confirms. No form to download, no reference to quote into a chat window, and no desk in the middle of a payment that could have cleared itself.

  4. Withdraw on the same rails

    Requests go back the way the money came in, follow whatever approval rule you set for that size, and show the client where they are in the queue — which is most of what a support ticket about a withdrawal was ever asking.

  5. Move money between accounts

    Internal transfers between a client’s own accounts and their wallet run instantly and post to the same ledger the desk reads, so a client rebalancing at midnight is not a job somebody picks up in the morning.

  6. Pull their own history

    Statements, deposits, withdrawals, transfers and closed trades are all downloadable from the room. Clients stop asking the desk for a statement, and the desk stops producing them by hand.

What a client can do

One login, the whole account

Six things a client used to need your desk for, and now does not.

  • Open an account

    Any account type you offer, on any platform you run, with the leverage and base currency set by your rules rather than by a request.

  • Verify identity

    Documents uploaded from a phone camera and checked automatically, with the status visible so nobody has to ask how it is going.

  • Deposit

    Every funding method you have enabled for their country, priced and presented the same way each time they come back to it.

  • Withdraw

    Back to the source of the funds, through your approval rules, with a status the client can read instead of a ticket they have to raise.

  • Transfer

    Between the wallet and any of their trading accounts, instantly, and recorded in the same ledger your finance team reconciles from.

  • Download a statement

    Trading history, funding history and account statements, pulled by the client at the moment they need them rather than requested from a desk.

The trader’s room

Your brand, start to finish

The room a client signs into carries your name, your colours and your domain. Ours appears nowhere they can see it.

  • Your domain and colours
  • KYC built into signup
  • Every funding rail you run
  • Works on any device
Read the FAQ Get Your Demo
The VAST CRM trader’s room open on a laptop with the mobile app beside it

Questions about the client portal

Before you send clients to it

The things a desk usually wants settled before it puts its own clients in front of a new portal.

  • No, because it is your own software as far as anyone outside your company is concerned. The room runs on your domain, carries your logo, your colours and your wording, and sends email from your addresses. There is no VAST CRM mark on a screen a client or a partner can reach, no badge in a footer and no vendor name in a URL. White label is how the product ships rather than a tier you upgrade into.

  • Minutes, when the checks pass. Registration, document upload and the identity check happen in one sitting, with Veriff or Sumsub running behind it, and a clean case clears without anyone on your side touching it. Only the cases that need judgement reach the KYC queue, so your onboarding team spends its day on the handful that are genuinely ambiguous rather than on the majority that are not.

  • As many as you allow, across MT5, cTrader, Match-Trader, Leverate, VertexFX and Piptrex at the same time. One login covers all of them, one wallet funds all of them, and one history page lists them together. From the client’s side the platform is a detail of the account they opened rather than a separate product with its own password to remember.

  • It is built for one first. Most clients register, verify and deposit from a phone, so the room is responsive throughout and the document step uses the camera rather than asking for a file the client would have to go and find on a computer. There is a branded mobile app as well, published under your own name on both stores, for clients who would rather have an icon than a bookmark.

  • It removes the questions rather than answering them faster. Where is my withdrawal, has my document been approved, can I have a statement, please move funds between my accounts — those are the four things most desks answer all day, and all four are on a screen the client already has. What reaches support afterwards tends to be the work that actually needed a person, and it arrives with the account, the last deposit and the open case already on the operator’s screen.