See the whole brokerage on one live dashboard.

A brokerage's management team usually waits for finance to compile numbers from several systems. In RedCherry, deposits and withdrawals, trading activity, KYC status and IB performance come from the same database the operations team works in, so the dashboard is live and every report drills down to the client or transaction behind a figure.

The dashboard your team opens first shows user counts, deposit and withdrawal statistics by currency and method, transactions over time, pending approvals and open tickets. Business reports cover net deposits by period, conversion from lead to funded client, trading activity by group and commission by IB. Reports are exportable for finance and auditors.

Reports brokerages rely on

• Deposits and withdrawals by day, week or month, currency and gateway
• Lead and onboarding conversion, including where applications stall
• Trading account activity synced from MetaTrader
• Commission and network reports per IB
• Bonus and campaign performance

Every number on the dashboard opens the list behind it. Net deposits for the week open the deposits and withdrawals that make it up, each with its gateway, fee and net amount; a conversion rate opens the clients who stalled at each onboarding step; an IB's commission opens the trades and clients that produced it. Nobody has to ask finance where a figure came from.

Finance exports the same lists for reconciliation and auditors, and daily statements are generated automatically. A brokerage with several brands or entities reads every report per brand, region or entity, or across all of them, with roles deciding which staff can open which figures.