Kooltra can support voice or portal trading for your clients, giving you and your clients the most adaptable and streamlined experience.
Voice Dealing
The “Trade on Behalf” page in Kooltra streamlines your team's trading process by connecting you directly with a live liquidity source. When a client calls, simply find their account, select the details of the trade, and stream a price in accordance with your spread rules. Once the client gives the green light you can go ahead and execute the trade—all seamlessly on their behalf.
Client Portal
Looking for a hands-off approach? Give your clients access to your own branded client portal, where they can log in and effortlessly start trading, check cash balances, manage beneficiaries, add payment and funding instructions, handle onboarding, and more—all independently.
Highly Configurable and Adaptable Spreads
Our spread groups feature simplifies trade pricing by allowing you to set default spreads for clients, ensuring profitability on every trade without manually pricing each one. Just create a group, set up the spread rules, and assign clients. You can customize details like currency pairs, markup, slippage, and limits, making it easy to manage and maximize your trades efficiently.
