AltimaCRM Client Portal

A Modern,
Self-Service Hub
for Traders

AltimaCRM Client Portal gives traders secure, real-time access to their accounts, funds, and support — all in one place. From deposits to KYC verification, everything is streamlined to reduce your support workload and improve trader satisfaction.
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Self-Service Hub

Self-Service Account
Control

Manage accounts, deposits, withdrawals, and KYC without contacting support

Platform
Integrations

Integrated with MT4, MT5, cTrader, Match-Trader, XOpenHub and more.

Real-Time
Updates

Live balances, notifications, and trade data synced across systems

Built for the Modern Trader

Trading Tools & Account Management

  • Unified dashboard showing portfolio performance, balances, and open positions
  • Wallet for deposits, withdrawals, and internal transfers
  • Smart payment routing for faster, reliable transactions
Trading Tools & Account Management

Support & Communication

  • Live chat, ticket tracking, and query channels in one place
  • Direct connection to support teams with full conversation history
Support & Communication

Security & Compliance

  • Self-service KYC with real-time verification updates
  • Multi-factor authentication and full data encryption
  • Role-based access for multi-account traders
Security & Compliance

Platform Integrations

  • Manage multiple trading accounts from a single client portal
  • Balances, trades, and account updates flow instantly into the CRM
  • Flexible integration for traders
Platform Integrations

Personalized Experience

  • Fully brandable interface matching your brokerage identity
  • Customizable dashboards per trader preference
  • Real-time push notifications for account activity, promotions, and market updates
Personalized Experience

Transaction Transparency

  • Instant status updates for deposits, withdrawals, and internal transfers
  • Downloadable statements for account activity
  • Audit trails for all financial and account actions
Transaction Transparency
Trading Tools & Account ManagementSupport & CommunicationSecurity & CompliancePlatform IntegrationsPersonalized ExperienceTransaction Transparency

Why Traders Choose AltimaCRM Client Portal

Instant Access

Instant Access

Traders can log in anytime to manage accounts, make deposits/withdrawals, and check balances — all in real time
Seamless Integrations

Seamless Integrations

Connects directly with MT4, MT5, cTrader, AltimaTrader, and payment systems for uninterrupted workflows
Always On

Always On

Available 24/7, 365 days a year, with secure, reliable performance and minimal downtime
Quick Support

Quick Support

Live chat and ticketing built right in, so traders get fast answers without leaving the portal
Custom Experience

Custom Experience

Fully brandable interface, custom widgets, and personalized alerts for each trader
Bank-Grade Security

Bank-Grade Security

MFA, data encryption, and role-based permissions keep trader accounts safe

Trade Anywhere with Our Web App

Get the full Client Portal experience on the go — deposit funds, request withdrawals, upload documents, and monitor trades directly from your phone. Always available, anytime, anywhere.

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Web App

Why It Works for Brokers

Traders get independence and transparency, while your team gets fewer tickets, faster onboarding, and smoother compliance workflows. Every action — from KYC to withdrawals — is logged and synced with your CRM and back office, so nothing slips through the cracks.

Why It Works for Brokers

Give your traders the freedom and transparency
they expect with AltimaCRM’s Client Portal

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