RedCherry Client Area

Client Area

A branded portal where your clients sign up, pass KYC, fund their accounts and trade, without needing to call your team.

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Take a tour of the client portal

The real portal your traders log in to: dashboard, wallets, transactions and bonuses.

The whole account on one screen

Clients see deposits, withdrawals, KYC level and wallet balances the moment they log in.

Deposit and withdrawal statistics
KYC level and next step
Recent transactions

Self-service

Clients deposit, withdraw and update their details without opening a ticket.

Faster onboarding

Sign-up, KYC and a live MT5 account in one guided flow.

Your brand

Your logo, colors and domain on every screen.

Happier clients

Balances, transactions and documents always one click away.

A trader's room built for self-service

The client area, or trader's room, is the part of RedCherry your clients see. It is where they register, verify their identity, fund a wallet, open and manage trading accounts, claim bonuses, refer friends and raise a ticket, all in your brand and on your domain. Every action a client takes there updates the same record your team works from in the back office.

The portal is designed so clients do not need to call you. Balances, transactions, documents and account requests are a click away, instant notifications confirm each step, and automatic emails carry the client through registration to the first trade.

What clients can do

Sign up with customizable forms, confirm email and phone, and complete KYC with their documents checked automatically
Fund multi-currency wallets through cards, bank transfers, e-wallets and crypto, with fees shown before paying, and request withdrawals
Open live and demo accounts on MT4 or MT5, transfer funds and see balance, equity and history
Claim bonuses and follow lot-target progress
Refer clients through the IB program with links, banners and statistics
Use live chat and tickets, download history and statements, and switch the portal's language

The client area on mobile

The same client area is available as a branded mobile app for iOS and Android. Traders check balances, fund accounts, manage trading accounts and receive alerts wherever they are. The app protects accounts with multi-factor authentication and biometrics, Face ID, Touch ID, PIN, pattern and password, and lets you choose which verification fields and questionnaires to require. Request the app for your brokerage through the contact page.

From registration to first trade

A client's first session decides whether they fund. The client area is built to carry them through it in one sitting:

Register with a short form you configure, then confirm email and phone with one-time codes
Open a demo account straight away, while identity verification runs inside the portal through Sumsub, Shufti Pro or Didit
Fund a wallet in their currency with a method they recognise, seeing the fee and the credited amount before paying
Receive a live MT4 or MT5 account once the verification level you require is reached, with the login shown in the portal
Follow the next step on the dashboard, with an email confirming each one

Each step updates the client's record in the back office as it happens, so the sales desk sees who stalled and where, and campaigns can follow up with the clients who stopped at document upload or first deposit. The same flow runs in the mobile app.

Languages, branding and your own domain

The client area runs on your domain with your logo, colors and email templates, so clients never see a third-party name. It can be translated into other languages, with country-based onboarding deciding which language, documents and payment methods a client sees. Content such as the dashboard banner, bonus announcements and knowledge base articles is managed from the back office, and the same branding carries into the mobile app and the partner area, so a brokerage presents one product to clients and IBs.

Key features

Automation that saves time

Built-in calls to action
Instant notifications whenever a client takes an action
Automatic emails throughout registration
Easy access to the reports clients need

Intuitive client onboarding

Multiple customizable onboarding workflows
Simple registration with full KYC
Built-in questionnaire and appropriateness test
Automatic scoring with different outcomes

Account and funds workflow

Unlimited deposit and withdrawal methods
Clear account information for every client
Secure storage of client data
Downloadable client history

The client area in an app

iOS and Android apps in your brand
Balances, funding and alerts on the go
Face ID, Touch ID, PIN, pattern and password protection
The verification fields and questionnaires you choose

Support and marketing tools

Live chat
Translate the client area into other languages
Let clients bring in referrals
Links, banners and statistics to attract IBs

A modern client area, built on experience

Built on over 15 years of work on client areas and CRMs for brokers.

Always improving

Regular releases add new tools to the CRM, client and partner areas.

Flexibility

Customize everything and connect a wide range of third-party solutions.

Reliability

Clean, tested and secure code that runs 24/7, 365 days a year.

Responsive support

Experienced developers build custom solutions quickly.

A personal touch

Match every element to your brand and colors.

Custom alerts

Notifications about the things each client cares about, on web and in the app.

Client area questions

What is a trader's room?

The client-facing portal of a brokerage, where traders register, verify, deposit, open trading accounts and manage their relationship with the broker. In RedCherry it is the client area, branded as yours.

Is the client area white-label?

Yes. Your logo, colors, domain and email templates, with the option to translate the portal into other languages.

Can clients open trading accounts themselves?

Yes, within the limits you set. Approved clients open live and demo accounts on your MT4 or MT5 servers from the portal.

Is there a mobile app?

Yes. A branded app for iOS and Android gives clients the same client area with alerts, MFA and biometric sign-in.

Can clients see their KYC status?

Yes. Verification levels, requirements and the next step are shown in the portal, and clients upload documents there.

Can clients refer other traders?

Yes. Clients can take part in the IB and referral programs with their own links and statistics.

Can the client area run in several languages?

Yes. The portal can be translated into other languages, and country-based onboarding decides which language, documents and payment methods each client sees.

How do clients deposit?

Through the payment methods enabled for their country, such as cards, bank transfers, e-wallets and crypto, into a wallet in their currency, with the fee and the credited amount shown before they pay.