Onboarding
Private and corporate onboarding runs through the portal, with the compliance steps built into the journey rather than emailed afterwards.
Web Portal & Mobile App
A branded portal and app on top of isCT, so your clients quote, trade, pay and see their own statements without going through your dealing desk.
- Skinned to your design, not ours
- Your brand
- Clients trade and pay without calling
- Self-serve
- The same records your team works from
- One back office
Trading and payments
Clients buy currency, process payments and pay from an eWallet balance, with funds added by card or Open Banking.
Accounts and statements
Full statement and account management, with single or multi-user access depending on how the client is structured.
Built around your desk
Trade confirmation labelling and division control inside the trading desk, so the portal matches how the business is organised.
Most currency businesses reach a point where the dealing desk is answering questions that do not need a person: what is my balance, has that payment gone, can I have last month’s statement. Each one is quick, and together they are most of a job.
The portal and app move that work to the client, without moving it out of your system. What they see is the same record your team sees, so a trade a client places at nine is on your blotter at nine, and nobody reconciles two versions of it afterwards.
What clients can do themselves
Onboard. Private and corporate onboarding, with the compliance steps part of the sign-up rather than an email exchange afterwards.
Buy currency and pay. Quote, book and settle, paying from an eWallet balance or adding funds by card or Open Banking.
See their own position. Full statements and account management, for a single user or a corporate with several people who each need different access.
Where it fits
The portal is the client-facing face of the isCT fintech platform — everything it shows comes from the same back office. If you would rather build the client experience yourself, API integration exposes the same operations to your own front end.
What your client sees
The dashboard and statement a client lands on — balances, recent activity and the trades they have placed, drawn from the same records your own team is working from rather than a copy refreshed overnight.
The same account, in a pocket
Balance, dashboard and beneficiaries on a phone, skinned to your brand rather than ours. A client checking a rate on the train is not a client waiting until Monday to call the desk.