VAST CRM

Payment Integrations

Connect bank transfers, UPI, crypto and payment gateway options with your brokerage CRM to manage deposits and payment activity through one connected system.

  • Bank transfer integration
  • UPI payment support
  • Crypto payment connectivity
  • Netpay gateway integration
  • Netpay UPI support
  • Crypto card integration
  • Deposit management
  • Payment method selection
  • Transaction tracking
  • Client payment records
  • Centralized payment activity
  • Connected brokerage operations
See the methods Get Your Demo

Supported payment methods

Multiple Payment Methods, One Connected System

Give clients flexible ways to fund their accounts while keeping payment activity connected to the same brokerage CRM and client records.

  • Bank Transfer

    Allow clients to fund their brokerage accounts through direct bank transfers while keeping deposit details connected to the relevant client and trading account.

    • Bank
    • Direct Deposit
    • Account Funding

  • Crypto Card

    Support crypto card-based payment options within your connected payment setup, giving clients another route to access supported account funding services.

    • Crypto Card
    • Digital Payment
    • Account Funding

  • UPI

    Give clients a simple way to fund their accounts through UPI, with the payment method connected to the brokerage deposit workflow.

    • UPI
    • Easy Payments
    • Account Funding

  • Crypto Gateway

    Connect crypto payment infrastructure so clients can deposit digital assets through a dedicated gateway within the brokerage payment environment.

    • Crypto
    • Gateway
    • Digital Assets

  • Netpay Gateway

    Connect Netpay Gateway as a payment option for money deposits, giving clients another route to fund their brokerage accounts through the connected payment setup.

    • Netpay
    • Gateway
    • Money Deposit

  • Netpay UPI

    Offer UPI-based money deposits through Netpay, adding another payment route while keeping the funding activity within the same brokerage environment.

    • Netpay UPI
    • UPI
    • Money Deposit

Connected payment options

Under the hood

Payment Operations, Automated When Possible

Handle deposits and withdrawals through automated workflows while keeping manual controls available whenever a transaction needs review or approval.

  • Deposit automation

    Connect supported payment methods to the deposit workflow so confirmed transactions can move through the system without repeated manual entry.

  • Withdrawal automation

    Manage withdrawal requests through defined processing stages, while keeping the required checks and approval controls visible to your finance team.

  • Manual control when needed

    Keep the option to review, update and process payment requests manually when a transaction requires additional verification or operator action.

  • Clear transaction statuses

    Track deposits and withdrawals through defined statuses, giving your team a clear view of pending, processing, approved, completed or rejected requests.

  • Payment records in one place

    Keep transaction details, account information, payment methods, amounts, dates and remarks connected to the relevant client and payment record.

  • Flexible payment workflows

    Configure your payment operations around the methods and processes your brokerage uses, with automated handling and manual intervention available within the same system.

How payment requests move

From Payment Request to Account Update

Every deposit and withdrawal follows a connected workflow, with automation where supported and manual controls whenever your team needs to review a transaction.

  1. Step 01

    Select a payment method

    The client chooses an available deposit or withdrawal method, such as bank transfer, UPI, crypto or a connected payment gateway.

  2. Step 02

    Payment is processed

    The selected payment provider processes the transaction and returns the relevant transaction details and status to the connected system.

  3. Step 03

    Automate or manually

    Supported transactions can move through automated workflows, while requests that require verification can be reviewed and processed manually by your team.

  4. Step 04

    The account is updated

    Once the transaction is completed or approved, the relevant wallet, trading account and transaction records are updated with the final payment status.

Where your clients are

The cheapest deposit is the familiar one

A client who is offered a method they already use funds on the first attempt. One who is offered a wire from another continent thinks about it and comes back tomorrow, or does not. Enable per region what that region actually pays with.

  • India & South Asia

    • UPI
    • IMPS
    • Net banking
    • Local cards

  • Middle East

    • Local bank transfer
    • Cards
    • Regional wallets

  • Southeast Asia

    • Bank transfer
    • E-wallets
    • QR payments
    • Stablecoin

  • Europe & UK

    • SEPA
    • Faster Payments
    • Cards
    • Skrill
    • Neteller

  • Africa

    • Mobile money
    • Bank transfer
    • Crypto

  • Latin America

    • PIX
    • Local cards
    • Bank transfer
    • Stablecoin

Want a rail we haven’t listed?

Tell us who your provider is and we will tell you what it takes

Get in touch

Questions about funding

Before you take a first deposit

What a desk wants settled before it puts client money through a new set of rails.

  • Yours. The acquirer relationships, the rates you negotiated and the accounts the money settles into all stay on your side — we connect the platform to them rather than sitting between you and your provider. We do not hold client funds, do not take a cut of a deposit and are not a payment institution. Adding another provider later is a configuration, so opening a new market does not wait on a release.

  • As fast as the rail itself confirms. UPI, cards, e-wallets and crypto all post the moment the provider’s callback arrives, and the wallet credit and the platform credit happen in the same step rather than in two. A bank wire is as quick as the bank, which is the one case where nobody can promise seconds — but even there the matching is automatic once it lands, so the delay is the transfer rather than somebody reading a statement.

  • Yes, and most desks that take cards eventually do. Several PSPs can sit behind one method with routing rules in front of them — by country, by amount, by card type — and a fallback if the first declines or stops responding. One provider having a bad afternoon becomes a slower day rather than a closed one, and you can move volume between them when a rate changes without your clients seeing anything different.

  • Funds go back the way they came in, which is both the rule most regulators expect and the one that removes most of the risk on its own. On top of that, a withdrawal follows the approval rule set for its size: documents checked, the operator’s own limit applied, and a second sign-off above whatever figure you decide needs one. Limits sit on the person rather than the department, and every release and refusal is written against whoever made it.

  • Tell us which ones and we will tell you what it takes. UPI, SEPA, PIX, mobile money, regional wallets and the domestic card schemes are the usual asks, and most of them are a provider integration rather than new ground. Where a method is genuinely new to us it is scoped as work with a date on it, not a maybe. It is worth pushing on this: a client offered the rail they already use funds on the first attempt, and one offered a foreign wire often does not come back at all.