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CRM · Platform · Payments · KYC · Website

Your Own Broker, Live in 24 Hours.

A CRM here, a platform there — plus data feed, payments, KYC and a website: every piece a separate contract and another month of waiting.

One bundle: CRM, eTrader with Data Feed included, payments, KYC, your website. Your brand, onboarding clients in 24 hours* — no servers, no tech team.

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In the box
CRM eTrader + Data Feed Payments KYC tools Website
24 hours*
From kickoff to a broker that's ready to onboard clients
3 portals
Client, Ops Desk and Admin — every seat covered
1 bundle
CRM, platform, Data Feed, payments, KYC tools, website — one predictable price
100% yours
Your logo, your colours, your domain

*The 24 hours is the technology build — branding, platform, portals, payments and KYC, measured from kickoff. Your firm's own licensing and corporate paperwork (and, where your model requires one, a legal opinion) need to be in place first; those run on their own timeline.

Three portals

Every Seat in the Firm, Covered.

Clients self-serve, staff work only their own queues, and the owner keeps full control — one platform, one brand.

Client Portal

Dashboard, live & demo trading accounts, deposits, withdrawals, IB dashboard, verification, support and profile — everything a client needs, nothing they don't.

Ops Desk

Your team's back office — clients, accounts and tickets for every agent; KYC for compliance; withdrawals for payments; branding, gateways and staff & roles for managers and owners.

Admin

A single locked-down superuser account — platform integrations, payment processors, and the CRM-wide suspension switch. Reserved for the platform owner, invisible to everyone else.

The solution — one bundle

Everything to Run a Broker, in One Box.

Stop stitching six vendors. One stack, wired out of the box, one predictable price. You bring the brand — we deliver a broker ready to sell.

The Broker CRM

Your whole operation in one branded platform — clients open live and demo accounts, deposit, trade and withdraw, while your team works permission-scoped queues with a full audit trail behind them. Three portals, one system: clients, staff and owner each see exactly what they should.

eTrader + Data Feed

Your own branded trading terminal — web & desktop, native iOS/Android coming soon — with real-time market prices included. No separate platform licence, no data-feed contract to source and pay for: the platform and the feed ship inside the bundle, wired to your CRM from day one.

Payments, Introduced & Approved

As a trusted partner to fintechs and PSPs, we introduce you to the right card, crypto and PSP providers and secure the highest approval rates through us. Every processor is API-integrable in 1 click — deposits credited once and never twice, withdrawals reviewed and paid from the same desk.

KYC Tools Built In

Identity verification, document review queues, secure sign-in and a permanent record no one can quietly edit — the tools your compliance process runs on, ready on day one. Prefer a specific KYC / identity provider? We wire in virtually any of them, by API, in one click.

Software Only, Clearly

We build and run the technology — nothing else. Your broker licence, regulation and client funds stay entirely with your firm: we never hold money or licence you to operate. And through our partners, we help with company incorporation and licensing, end to end.

Website, If You Need One

A conversion-ready marketing site to match your brand and funnel traders to your portal — built alongside the platform, with the same care as everything else. Already have a site? We'll plug the broker straight into it — your domain, your funnel, zero rebuild.

One Vendor. One Bundle. Card & Crypto Deposits, a Data Feed, the Trading Platform, the CRM and KYC Tooling — Ready to Onboard in 24 Hours.

eTrader + Data Feed — included

The Trading Platform and the Data Feed — Included.

No platform licence. No data contract. eTrader ships in the bundle, branded and wired to your CRM. Prefer MT5, MT4 or cTrader? Bridged in 1 click — and if you want to offer MetaTrader 4 or MetaTrader 5 to your clients, we arrange it, licence included, through our partners.

Live on web, desktop & mobile

eTrader

A trading experience built this decade, not ported from the last one. Real-time candles, clean one-tap order entry, live equity and P&L, market-hours awareness, and a terminal that follows the trader's OS light/dark theme. Your logo, your colours, your domain — one platform and one account everywhere, instead of logins scattered across installs and terminals.

  • Trading made simple — clear charts, one-tap orders, live P&L
  • Everything in one place — accounts, balances and history stay in sync on web, desktop and mobile
  • Real-time market Data Feed included — no separate contract
  • Nothing to install or host — open a link and trade, and the CRM sees every change live
Learn More About eTrader Try eTrader Web
Closed loop

Balances That Actually Connect

Every balance and equity change streams from eTrader into the CRM live, with a polling backstop for gap recovery. Withdrawable amounts and daily P&L update as the market moves — no nightly reconciliation, no spreadsheet exports.

See the Money Rails
Included in the bundle

The Data Feed, Included

Live market prices stream straight into eTrader and your portals — no separate data contract to source, negotiate and pay for every month. It's simply part of the bundle, from day one.

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Inside the CRM

Everything a Broker Runs On.

This isn’t a stripped-down starter kit — it’s the broker’s entire operation. Balances stream in live, settlement is clean, and the system — not staff attention — enforces who can do what.

Money That Can’t Go Wrong Checked by the System

A ledger that survives gateway retries, double-clicks and audits
  • Deposits count once — crediting is idempotent: a gateway retrying its webhook three times still credits exactly once, mirrored to the trading account automatically.
  • Withdrawals against free equity — clients withdraw equity minus pending requests, so an open losing position can’t be cashed out from under the market.
  • A code confirms every withdrawal — a fresh 6-digit code emailed to the account owner: single-use, 10-minute expiry, rate-limited, and only consumed after KYC and balance checks pass. A stolen session still can’t move money out.
  • Mark-paid debits exactly once — timestamp-guarded against double submits and webhook replays. There’s a test that proves it.

Passwordless by Design

Nothing to forget, nothing to phish
  • Sign-in with a code by email — a 6-digit code, no password required. Entering any emailed code marks the address verified: no separate “confirm your email” chore.
  • One switch makes the whole CRM passwordless — sign-in and registration become email-code-only everywhere, and the login page drops every password affordance automatically.
  • Optional two-factor (TOTP) — Google Authenticator and friends, enabled from the client’s profile.
  • Hardened sessions — HttpOnly cookies, “keep me signed in”, sign-out-everywhere, and per-IP and per-account rate limits on every auth endpoint.

Departments & Roles

Least privilege, documented in the product
  • Each role sees only its job — Support works tickets; KYC & Compliance adds the review queue; Finance adds deposits and withdrawals; IB Management adds partners and payouts; Manager adds branding, gateways and integrations.
  • Backend and UI can’t disagree — every API route and every menu item is gated by the same role definitions.
  • Role cards spell out permissions — “Clients — Read Only”, “Withdrawals — Approve & Pay” — who-can-do-what is documented inside the product.
  • Only the owner assigns roles — and the platform admin account is invisible in every staff and client list.

Client Portal

Self-serve, in five languages
  • MetaTrader 4, MetaTrader 5, eTrader and cTrader — live and demo accounts mixed freely under one wallet, at leverage tiers you choose (1:25 to 1:2000, plus custom).
  • Accounts provision themselves — created on the trading server automatically, credentials delivered by your branded email. If the bridge blips, a reconciler completes the account on the next pass — an account is never lost.
  • Balances, equity and daily P&L stream in live — the dashboard moves with the market.
  • Self-service hygiene — archive demo accounts any time, archive zeroed live accounts, one-click Reset to Zero for accounts blown negative. Portal and emails in English, Italian, Spanish, French and German.

Deposits & Withdrawals

One money page, three tabs
  • Card and wallet via Skrill, card-to-crypto via SticPay — plus crypto and bank rails. Clients pay on the processor’s hosted checkout; the signed webhook credits the account.
  • Withdrawal methods that match reality — crypto (USDT / USDC networks), bank transfer with IBAN/SWIFT fields, or refund-to-card.
  • KYC-gated and human-approved — no verified identity, no payout.
  • One filterable history — deposits and withdrawals merged into a single clean table.

KYC & Compliance

Private by architecture
  • Documents live in private storage — behind signed, expiring URLs; previews open in-app, never in an external tab.
  • A queue built for speed — in-popup document preview, one-click approve or reject, and an automatic branded email to the client either way.
  • Proof of address unlocks withdrawals — the client’s dashboard shows exactly what’s missing.
  • Connect a verification provider or review manually — your compliance process, your choice.

Ops Desk

The book at a glance
  • Money first — deposits and paid-out lead the overview, with money-flow charts, client growth and 30/90-day, all-time or custom ranges.
  • Integrations Readiness panel — exactly what still needs keys before going live.
  • Full account control — suspend, reactivate or close accounts, reset platform passwords, and watch every balance observation land in the Platform Sync Activity feed.
  • An audit log of every consequential action — role changes, bans, payment decisions and setting changes, recorded with actor, target and timestamp.

Partners & IB

A real partner program, not a referral link
  • Lot Rebate deals per instrument class — Forex, Metals, Indices, Futures and Crypto each carry their own per-lot rate.
  • Sub-IB networks to unlimited depth — rendered as an expandable hierarchy, with a detail popup per partner: deal terms, referred clients, earnings and their sub-network.
  • A real IB agreement, in the product — an 11-clause editable template with your signature image and a live PDF-style preview, plus a signed-contract archive per partner.
  • Payout discipline — the affiliate queue runs the same approve/pay flow as client withdrawals, with optional automatic-approval rules.

Support & Notifications

A real messenger, not a mailbox
  • Ticket chat that fills the screen — on desktop and phone, for clients and staff alike, with assignment and unread markers.
  • Replies reach clients by branded email — nobody refreshes a portal hoping for an answer.
  • A notification bell that navigates — clicking a notification opens the right page and marks it read automatically.

Growth Tools

The funnel, wired in
  • Tracking pixels — Meta, Google Tag Manager, GA4, TikTok, Snapchat and Pinterest, with server-side purchase events fired when a deposit settles and deduplicated per deposit — conversion data that survives ad-blockers.
  • Cellxpert CPA postbacks — registrations and first-time deposits posted server-to-server, ready for an existing affiliate network.
  • A marketing list that builds itself — clients opt in at sign-up, the live subscriber count sits in Email Settings, and one click exports the CSV for your email tool. Banned clients are excluded automatically.
  • Transactional-only by design — the CRM never sends promotional email, so your sending domain stays clean of spam risk.

Email, Editable to the Last Word

Your tone, your brand, every message
  • Every template is editable — subject and body for KYC decisions, withdrawal updates, support replies, platform credentials and more.
  • Merge tokens — {name}, {firm}, {amount}, {platform}, {login} — with a live branded preview showing exactly what the client receives, logo and colours included.
  • Test-send before you trust it — one button.

Website, Brand & Theme

White-label to the last pixel
  • Your site at the root — paste HTML and serve it at your domain; signed-in visitors skip straight to their portal. Per-page SEO with a Google-result snippet preview.
  • Legal pages with draft and publish — Terms, Privacy, Risk Disclosure and any custom page, served in-app and auto-linked in the footer.
  • Light and dark brand colours, independently — solid or gradient primary with automatic text contrast, plus a hero gradient editor: three stops, a direction dial and an optional corner glow.
  • Surfaces and shape — Classic or Glass, corner radius from Square to Round (Round turns the OTP boxes into perfect circles), sidebar left or right, default language, operating countries, and social links with per-placement toggles.

Under the Hood For Your CTO

The answers a technical buyer asks for
  • Replay-safe money movements — credits and debits are guarded by timestamps set in the same statement that checks them, with an automated test that proves the behaviour.
  • One ingestion path for balances — the live stream, the poller and platform webhooks all feed the same function, so P&L behaves identically regardless of transport.
  • Private object storage behind signed URLs — swappable for S3 without touching routes.
  • Hand-written, replay-verified migrations — and an API test suite that runs against a real Postgres.
  • One process to deploy — a single Node service serves API and app; runs on any VPS with systemd and nginx TLS.
The client journey

From Signup to Withdrawal, Handled.

Every step your clients take runs through the CRM — verified, recorded, and mirrored to the trading platform automatically.

1

Sign up & Verify

Clients sign in with a code by email, add optional two-factor security, and upload their ID privately for your team to review.

2

Open an Account

Live or demo, at the leverage you offer — created on the trading platform automatically.

3

Deposit

Through your payment providers — counted once, never twice, and added to the trading account automatically.

4

Trade

On eTrader or your platform — balances, equity and daily P&L stream back into the CRM live.

5

Withdraw

Only verified clients, only money that’s really free, approved by your team — and paid out once, never twice.

FAQ

Questions, Answered

Yes. Singuard runs the infrastructure end to end — you get your brand on your domain, with no servers to operate and no tech team to hire. Software only: licensing, client funds and regulatory compliance remain with your firm.

eTrader natively — accounts, credentials and live balance streaming — and it bridges to MT5, MT4, cTrader, DXtrade, NinjaTrader, Match-Trader and TradeLocker too, each in 1 click. Run something else? The CRM can be bridged to any trading platform on request. The same universality applies across the stack: every integration is one click, connecting to virtually any KYC / identity provider and any card, crypto or PSP payment processor your firm wants. Live and demo accounts are routed to their own servers automatically.

Deposits go through your payment provider and are counted once — never twice — then added to the trading account automatically. Withdrawals need a verified ID and your team's approval, and can only use money that's really free, so clients can't withdraw against open losses.

24 hours from kickoff, once your own licensing and corporate paperwork are in place — branding, payment processors and the platform bridge are configuration, not custom builds. Book a Call for a walkthrough and pricing, or Live Demo first-hand.

A fraction of the cost of legacy broker vendors. eTrader and the Data Feed ship inside the bundle, so there's no separate platform licence and no market-data contract — just one predictable price per firm, hosting and management included. Book a Call for a quote.

Yes. If you want to offer MetaTrader 4 or MetaTrader 5 alongside eTrader, we arrange it. And through our partners we assist with company incorporation and regulatory licensing, end to end.

Your Broker Can Be Live in 24 Hours.

Book a Call. We’ll show you the portals, the integrations and your launch plan.

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