Guided setup
Configure branding, legal entities, staff and account types. Track the remaining verification steps.
A clear path from setup to daily operation.
Define onboarding, migration, training and ongoing support as part of your agreement. No support hours or response-time guarantee is implied by this demo.
Reviewed migration
Map CSV columns, inspect invalid and duplicate rows, then commit approved leads with an audit trail.
Role-based training
Use the walkthrough and sandbox guides for sales, finance, compliance, traders and partners.
Accountable support
Brokerage administrators can open a YCB service request and track its status and replies in their private workspace.