StoneX supports the middle-office functionality to our Introducing Brokers with access to data, reporting and statements.
The main back office tool for IBs is the IB Portal. This portal allows IBs to perform a number of functions, including:
- Monitor account opening processes for each client
- Manage customer information
- Update commissions, individually or with templates
- Manage Software subscriptions for clients
- Download software installs
- Fully customize all content and links available.
- Customer's statements
- Make withdrawal requests
- View Statements
- Access Fill and Order reports and statistics
- Manage personal information
- Software downloads for trading and plug-ins
- Access Third Party software
Statements & Reporting
We give you the information and control you need to manage your accounts.
Our IB Portal and Trade Desk Manager (TDM) gives you the visibility and tools to monitor and manage order flow and risk at both the firm and account levels for the entire GAIN Capital system.
You can get a full view of the status of your customers and your business by utilizing the IB Portal and Trade Desk Manager (TDM), the broker version of our flagship trading platform GAIN Trader.
You can easily create many different types of reports on demand, including daily time and sales and customer statements from the IB Portal. With the TDM you can monitor and control your risk on an account by account basis.