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Back-office Systems for the people who run the desk.

One console for accounts, KYC review, approvals and an audit log.

Simulated Modern WebTrader back-office: 17 operator modules in one console, from Dashboard, Accounts and Trade Monitor to Risk, Treasury, IB Management and the Audit Log. The Dashboard lists the 7 pending deposit, withdrawal and KYC requests; each operator action is written to the audit log.

One console for every operator.

A KYC review queue

Documents land in a queue; your team approves or rejects each one.

Simulated KYC review queue: three documents pending review and one ID document approved by an operator.

Roles and permissions

Roles per desk, per-person overrides and 2FA for selected actions.

Simulated permission grid for the Operations role: each key is allowed or blocked for the role, and one person has an override that allows a key the role blocks.

Approvals on money requests

Deposits and withdrawals approved by an operator, each on the audit log.

Simulated money requests waiting for an operator: two deposits and a withdrawal pending, and one withdrawal approved and logged.

Scope first, then code.

  1. 01

    Free consultation

    A call with an engineer about the systems you run.

  2. 02

    Written scope

    What we build, how it is tested, and the price.

  3. 03

    Build and test

    Built in a test environment before it touches live clients.

  4. 04

    Handover

    Deployed with the documentation and runbooks your team needs.

A back-office we already ship.

Questions about back-offices.

Do you start from a product or from scratch?

Either. Modern WebTrader ships a back-office with 17 operator modules, and PipLine Pro covers multi-brand finance. A custom console starts from those patterns or a blank scope.

Does the back-office make KYC or AML decisions?

No. It gives your team a review queue and a record of each decision. Your firm stays responsible for KYC and AML.

Can one console run several brands?

Yes. PipLine Pro runs company, organizations and teams on one platform, with row-level security between organizations.