The control room your ops team actually works in.
One record per trader. Every challenge, breach, payout and KYC document on a single audit trail, not spread across five tabs and a spreadsheet.
Trusted by 85+ prop firms running 3.24M trading accounts
Built around how prop firms actually operate
Broker CRMs were never designed for challenges, phases or profit splits. Every field was a compromise your team worked around.
Scattered trader data
Accounts in the platform, KYC in a portal, payouts in a sheet. Nothing reconciles.
Reconciliation by hand
Finance rebuilds the same payout batch every week from three exports.
Rules live in spreadsheets
Breach checks run after the damage, because no system enforces them live.
Three systems → one record
One trader record
Challenges, resets, appeals, accounts, documents and payments under one profile.
The payout cycle closes itself
Request, KYC gate, risk sign-off, batch, route, reconcile. No copy-paste.
Rules enforced in real time
Every trade checked against your policy as it happens, with a full audit trail.
Three surfaces. One system of record.
Your risk lead, your finance lead and your support team work in different views of the same trader. Nothing is re-entered between them.
Everything the CRM covers
Every module below is live, production-grade, and used daily by operators running 85+ firms and 1.26 million traders.
Unified trader record
Every challenge, every trade, every KYC document and payout, one profile, one audit trail.
Challenge builder
Configure unlimited challenge types. Phase rules, profit splits, drawdown policies, no engineering required.
Risk queue
Real-time breach alerts, assignable investigations, and one-click auto-freeze with full audit.
Payout console
Batch payouts across 12 PSPs. Split policies, automatic KYC gating, and FX rate locking.
Ops dashboards
Pre-built overview, revenue, cohort, and team performance views. All filterable, all exportable.
Role-based access
Custom roles for risk, finance, support, and execs. Scoped permissions down to individual fields.
Data warehouse export
Nightly sync to your Snowflake, BigQuery, or Postgres. Every table, every field, your BI tool.
Full API coverage
REST, GraphQL, and webhooks for every object. Build internal tools in hours, not weeks.
Workflow automation
Triggers and actions across trader, challenge, and payout events. No-code builder, Zapier-friendly.
Scale that's measured, not claimed
Every number below is a running total from live firms, not a projection.