VAST CRM

Accounts

Funding

Deposits, withdrawals and the rails behind them.

Funding is where clients judge a brokerage. Deposits should clear fast, withdrawals should be predictable, and both should reconcile without a spreadsheet.

Funding methods and controls

Card, bank transfer, UPI and crypto
Automatic crediting where the rail supports it
Withdrawal approval rules and limits
Transfers between wallets and trading accounts
One ledger and one reconciliation
Notifications at each stage
See it running

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Thirty minutes on your own data, with the modules your desk actually uses.

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