Client & Broker Portals
Fully customizable white-label portals for traders and back-office operations. Your brand, your experience, our technology.
Client Portal
Empower your traders with a comprehensive self-service portal featuring account management, deposits/withdrawals, and detailed analytics.
Key Features
- Account Dashboard
- Deposit & Withdrawal
- Trading History
- Performance Analytics
Broker Portal
Complete back-office solution for managing clients, monitoring risk, and running your brokerage operations efficiently.
Key Features
- Client Management
- KYC Approval Workflow
- Risk Monitoring
- Reports & Analytics
Frequently Asked Questions
What's included in the Broker Portal versus the Client Portal?
The Client Portal covers trader-facing self-service — account dashboard, deposits/withdrawals, trading history, performance analytics. The Broker Portal is the back-office side — client management, KYC approval workflow, risk monitoring, and reporting.
Can the portals be fully white-labeled with my own branding and domain?
Yes — both the Client and Broker portals support full branding customization, including logo, color scheme, and your own domain, so neither side ever shows Spencer Logic's name.
Does the Broker Portal include a KYC approval workflow, or just document storage?
It's a full approval workflow — documents, verification status, and approval/rejection steps are managed in one place, not just stored as static files for manual review elsewhere.
Can the Client Portal integrate with my existing CRM?
Yes — the portals are built to connect into your existing CRM and back-office stack rather than forcing you to replace it; deeper custom integrations are available through our Custom Development service.
Are the portals mobile-responsive?
Yes, both portals are fully responsive, so clients and back-office staff can use them on any device without a dedicated mobile app.