Platform & app / Foundation
Finance One
The core CRM foundation behind every BullKing product — one platform for Forex, CFDs and stocks.
Capabilities
Finance One
Finance One is a modern, secure, cloud-based CRM foundation with unified capabilities across customers, funds, compliance and operations. Brokers adopt it as packaged modules and tailor it to their business, with security built in from the start.
01
Onboarding and online KYC/KYB/AML
Standardised onboarding for individuals and companies, with face, document and business verification and real-time sanctions and PEP screening.
02
360-degree customer view
One profile across accounts, funds, transactions, preferences, compliance history and security activity.
03
Accounts, funds and settlement
Balances, transfers, settlement and reconciliation with consistent, traceable records.
04
Pay-in, pay-out and payment channels
Multiple channels with limits, approvals, analytics, compliance checks and fraud rules.
05
Compliance and risk management
Risk scoring, alerts and case handling per jurisdiction, with reports for audits and regulators.
06
Document and evidence vault
Compliance files, approvals and evidence trails in one place, ready to export for audits.
07
Workflow, tasks and approvals
Role-based task and approval boards that remove manual steps from daily operations.
08
Access control, audit logs and APIs
Role-based access, security audit logs, and an API suite with centralised connector management.
See it running on your own book.
A walkthrough of FX CRM and FX Risk AI against your setup — MT4, MT5 or both.