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Customer Setting

Customer Setting

The Customer Setting feature gives users control over their account preferences, including privacy, security, and notification settings.

Customer
Onboarding
Compliance
Comprehensive Privacy, Security, and Notification Management: Customize settings to manage privacy and security controls, adjusting notification preferences to fit your needs. With intuitive options, you can create a tailored experience that keeps you informed and secure.

APIs

Test APIsAPI Documentation

What's included

  • checkIncludes
Version: 1.0.0Last Updated: 21-11-2024
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Market Data

Market Data

Delivers real-time market data and insights.

Trading
Wealth
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Instrument Profile

Instrument Profile

Provides detailed information about financial instruments.

Portfolio
Trading
Wealth
Instrument List

Instrument List

Displays a comprehensive list of available instruments.

Trading
Wealth
Portfolio
User Login

User Login

Enables users to securely access their accounts.

Customer
Onboarding
Compliance
Customer Profile

Customer Profile

Manages customer details and preferences.

Customer
Onboarding
Sales
Account Opening

Account Opening

Facilitates opening new accounts for users.

Banking
Customer
Onboarding
Customer Notification

Customer Notification

Sends alerts and updates to users.

Notification
Customer
Chat
Watchlist

Watchlist

Tracks and monitors selected financial instruments.

Portfolio
Wealth
Trading
BO User Login

BO User Login

Enables back-office staff to securely access the system.

Customer
Compliance
Onboarding
BO Customer Management

BO Customer Management

Manages customer data and accounts in the back office.

Customer
Compliance
Sales
Advance search

Advance search

Enables complex search queries for financial instruments.

Trading
Portfolio
Wealth
BO Inventory Management

BO Inventory Management

Handles inventory and resources for back-office operations.

Inventory
Transactions
Compliance
BO Tag Management

BO Tag Management

Manages tags and labels for categorization in the back office.

Compliance
Sales
Customer
Order Placement

Order Placement

Allows users to place buy/sell orders for instruments.

Trading
Transactions
Payment
BO Order Management

BO Order Management

Oversees and processes orders in the back office.

Trading
Transactions
Compliance
Auto Order

Auto Order

Automates the placement of orders based on pre-set rules.

Trading
Transactions
Automation
Offline Order

Offline Order

Facilitates manual order entry for offline trades.

Transactions
Payment
Compliance
Portfolio

Portfolio

Manages users' investment portfolios.

Portfolio
Wealth
Trading
BO Transaction Management

BO Transaction Management

Manages transactions in the back office.

Transactions
Compliance
Payment
Funding

Funding

Handles user account funding and withdrawals.

Transactions
Payment
Gateway