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Antelope Trading Platform

Trading infrastructure connected to your business operation

Antelope connects trading platform capabilities with CRM, Client Area, payments, account management and BI so trading data becomes part of the operating system.

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Trading PlatformLive
Account #48291Open P/L +€4,820Risk OK
Risk rulesLeverage, limits and groups synced
AccountsTrading access
RulesGroups and limits
ActivityCRM/BI context
Workflow

Trading platform connected to operations

The trading layer should feed CRM, Client Area, payments and BI so teams understand the funded client after activation.

01Create account

After KYC/funding, trading account workflows activate.

02Apply rules

Groups, limits, entity rules and product access match business setup.

03Track activity

Trading and account events become visible to support/retention.

04Report performance

Managers see account activity in revenue dashboards.

Product depth

Trading operations depth

This page focuses on account and activity control.

Account workflows

Open/manage trading accounts.

  • Account status
  • Groups
  • Product access
  • Leverage/rules

Client connection

Tie trading to portal.

  • Client Area
  • Web Trader
  • Mobile app
  • Payment state

Team visibility

Support and retention context.

  • Activity events
  • Account notes
  • Risk flags
  • Inactivity

BI layer

Owner-level reporting.

  • Trading activity
  • Deposit/activity link
  • Client segments
  • Retention metrics
Operational view

Account events to use

Trading data should become operational.

Account openedActivation completeWelcome/education
No tradesClient inactiveRetention task
High activityEngaged clientAccount manager view
Rule issueSupport/risk eventReview flow
Insight layer

Trading access is part of lifecycle management

The client journey does not end at deposit.

Support clarity

Know account status immediately.

Retention timing

Act on inactivity before churn.

Management reporting

Connect deposits to trading behavior.

Next step

Map this to your real operation.

Show us your current CRM, Client Area, payment, KYC, traffic, IB, trading and reporting flow — we will map how Antelope should fit.

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