Multi-Account Dashboard
All traders visible at a glance. Risk status per account. Closest-to-liquidation positions highlighted automatically.
- Risk badges: Normal / Warning / Danger / Critical
- Drill down: Account → Subaccount → Positions
Custom Rule Sets Per Trader
Different risk profiles for different traders. Junior traders get tighter limits. Senior traders get more flexibility.
- Per-account rule overrides
- Global defaults + individual exceptions
Enterprise Settings Center
Central control over all accounts with the flexibility to override per-trader.
- Global defaults for all accounts
- “Apply to all” bulk actions
- Per-account overrides when needed
Multi-Recipient Notifications
The trader, the risk manager, and the desk lead all get alerted. Nobody misses a critical situation.
- Multiple emails, phones, and chat channels
- 4-tier escalation with phone calls
API & Webhooks
Integrate CRM into your existing infrastructure. Programmatic control and real-time event notifications.
- RESTful API for account management
- Webhook events for rule breaches
Compliance & Audit Trail
Complete log of every alert, every rule breach, every acknowledgement. Demonstrate your risk management process to stakeholders.
- Full alert history
- Exportable audit trail
Coming Soon
User Management (Owner/Admin/Viewer roles)More Exchanges (Deribit, Bitget, Bitmart)Hedge Drift Detection