CRM
The operational layer for clients, teams, activity, trading visibility and reporting.
TECHNOLOGY
The complete stack.
Without the stack complexity.
A proprietary CRM, trading platform and client area designed together—then configured around the products, teams and providers your brand chooses.
ONE TRADING ROOMProduct-specific tools. A consistent experience.
THE PROPRIETARY CORE
One source of truth.
Three connected products.
The operating system behind the brand and the interfaces used by traders share one foundation—reducing fragmentation across the experience.
Trading Platform
The multi-product trading experience across CFD, Prop and Spot/Exchange.
Client Area
The branded access layer for accounts, portfolios, support and product journeys.
ADAPTIVE ACCOUNT EXPERIENCES
Switch the account.
Not the environment.
The platform changes context for the selected product while keeping navigation, access and brand experience familiar to the trader.
CFD / LIVE
Trading-account portfolio
Balances, equity, margin, open activity and the Spot/Exchange wallet through My Portfolio.
PROP / CHALLENGE
Rule-aware Prop journey
Challenge stage, targets, loss limits and remaining days in the same platform experience.
ACCOUNT SWITCHING
Move between account types from the platform header.
CRM & OPERATIONS
A clearer view of
the complete operation.
From the first lead to ongoing trading activity, Inside Pro gives authorized teams the context they need in one operational environment.
Operational dashboard
Clients, leads, teams, finance, campaigns and productivity in one daily view.
Session intelligence
Engagement statistics, replayable sessions, signals, errors, filters and exports.
Trading visibility
Client positions, assets, trading groups and Prop challenges connected to the CRM.
OPTIONAL INTELLIGENCE
AI and support.
Inside the trading room.
Enable the modules your brand wants, configure them around your experience and keep the client inside the platform.
01 / AI ASSISTANCE
Context-aware, trader-controlled.
Account information, position monitoring, education and user-requested scenarios. The assistant never executes or modifies trades autonomously.
02 / SUPPORT CHAT
Your support team. Right where traders need it.
Brands can operate direct client support inside the trading platform rather than sending users into another channel.
CONFIGURABLE INFRASTRUCTURE
Use what fits.
Keep control with the brand.
Inside Pro provides the technology. Each brand chooses the configuration and remains responsible for its operations, trading conditions and decisions.
A-Book / B-Book / Hybrid
Configurable routing technology by trading group. Strategy and decisions remain with the brand.
Prop Trading
Evaluation, verification and funded stages with configurable limits and automated rule technology.
Copy Trading
An integrated copy engine designed to operate without a separate third-party trading interface.
Multi-LP connectivity
Primary and backup provider connection technology configured around the brand's approved relationships.
Market data & reports
Tick history, bars, statements, synthetic symbols and operational reporting within the technology layer.
Security controls
Permissions, data masking, export restrictions, 2FA, email authorization and IP-based access controls.
INSIDE PRO PROVIDES TECHNOLOGY CAPABILITIES ONLY. IT DOES NOT OPERATE TRADING ACTIVITY, MANAGE EXPOSURE OR MAKE RISK DECISIONS FOR BRANDS.
READY / WHEN YOU ARE
YOUR NEXT MOVE
Bring your model.
We'll bring it together.
A focused conversation about your products, operation and the technology required to connect them.
Book a focused demo