One cockpit for every trader, every account.
A CRM built around the prop firm lifecycle instead of a broker schema bent to fit it. Challenges, phases, resets and payouts live on the trader record — not in a spreadsheet beside it.
Broker CRMs were never built for this.
Operators end up running the firm from exports because the system of record can't describe a challenge.
Accounts scattered
One trader with four accounts shows up as four unrelated customers. Support answers blind and risk misses the pattern.
History that vanishes
Resets, retries and appeals overwrite the previous attempt, so nobody can reconstruct why an account failed.
Spreadsheet shadow-systems
The real state of the firm lives in exports maintained by hand, out of date the moment they're shared.
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.
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 live
The engine checks every account on every session, before the damage instead of after.
What the cockpit gives your team.
Unified trader record
Person-level identity with every account, challenge, payout and document attached.
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.
Traders
A record that reflects the prop firm lifecycle, not a broker's account table.
Risk ops
Rules configured once, enforced live across every account, every session.
Payouts
Request to reconciled export, across 12 PSPs, without anyone retyping a number.
Dashboard & CRM is one of six.
Every module runs on the same trader record, so nothing is synced between them.
Risk Management
Live breach detection and the rule engine enforcing every program.
ExploreTrader Experience
The client area traders actually log into — challenges, stats, payouts.
ExplorePayouts & Profit Splits
Request to reconciled payout across 12 PSPs, gated on KYC and risk.
ExploreReporting & Analytics
Revenue, pass rates and cohort economics from the ledger that runs the firm.
ExploreAudit & Compliance
Versioned policy history and a full audit trail on every change.
ExploreAI & Automation
Triggers, actions and the integrations layer wiring it to your stack.
ExploreWhat's included
Standard on every firm running on the platform. No add-on tier, no per-seat unlock.
- 01Every account linked to one person
- 02Full challenge history, resets included
- 03KYC state, tax forms, payment methods
- 04Ticket and note trail per trader
- 05Segment builder feeding campaigns
- 06Saved views and bulk actions per team
Related in this family
Questions operators ask
See your own book inside the cockpit.
Bring a sample export and we'll show the same traders as unified records, with challenge history intact.