Optionsi has integrated into the exchange one of the most advanced CRM systems available to financial firms. Through our back office, our clients, partners and money managers are able to monitor, view and consolidate all aspects of trading to increase transparency and accuracy of the capital markets.

Cutting edge CRM system for clients, introducing brokers & partners.

  • Onboarding
  • Wallets
  • Partners
  • Commission
  • Rebates
  • Trades
  • Reporting

Advanced reporting system for consolidation

  • Consolidation
  • Analysis
  • Rebates
  • Commissions
  • Profit & loss
  • Segregated

Multi-function back office

  • Customers
    • Manage all your customers in one back office
  • Partners
    • Efficient back-office our Optionsi partners on all levels
  • Activities
    • Allows introducing brokers to monitor all trading activity
  • Risk management
    • Traders equipped with top risk management tools
  • Trades
    • Detailed trades reports for every ticket
  • Cash management
    • Clear system for manage swing in/out transactions including bonuses
  • Asset management
    • Manage strategies and portfolios with an efficient PAMM system
  • Reports
    • Reports on all different levels of partnership
  • Configuration
    • Customize your own back-office based on your needs