VISTA is the client portal for your brokerage - a live view of trades, positions, and cash at group, account, and sub-account level, with self-service requests that flow straight into your FORGE back office.
Without self-service, every statement, position check, and withdrawal turns into a phone call or an email your operations team has to field and key in by hand.
Clients call and email for balances, positions, and statements - over and over.
Withdrawals and transfers arrive by email, with no clear trail or status.
Every client request is retyped into the back office - slow and error-prone.
Clients see yesterday's numbers, so questions land on your desk instead.
A clean dashboard summarises balances, equity, and margin across the book - then clients drill into the detail, at whatever level they hold: group, account, or sub-account.
Available funds, net liquidation value, margin requirement, and free equity up top - with cash, equity, and margin broken out below. Clients land on the number they came for.
Every view spans your asset classes - F&O, FX, CFD, and equities - filterable by date and account, searchable, and exportable, so clients answer their own questions instead of asking yours.
Clients pick a date and an account and generate their own daily activity statement - per asset class, ready to review or download. No ticket, no wait, no back-and-forth.
VISTA turns the requests that used to arrive by email into structured, tracked submissions that flow straight into FORGE for maker-checker approval.
Clients raise a new platform request, a new trading limit, or an update to an approved limit - each routed to your back office for two-level approval, with status they can track.
Withdrawals, internal transfers, platform requests, limit requests, and stock transfers - all submitted by the client, all landing in FORGE with a full audit trail.
VISTA doesn't hold a separate copy of the truth. It reads live from FORGE, and every client request flows back into FORGE for approval - so what the client sees and what your back office holds never drift apart.
Clients self-serve statements, views, and requests - your desk stops fielding them.
Clients see live positions, cash, and P&L - at group, account, or sub-account level.
Every request runs through maker-checker approval in FORGE, with a full trail.
Portal and back office stay in sync - no reconciling two versions of the numbers.
Clients get a dashboard summary plus detailed views of trades, open positions, and cash postings at group, account, or sub-account level; they can generate daily activity statements; and they can raise withdrawals, internal transfers, platform requests, limit requests, and stock transfers.
VISTA reads live from FORGE, and every client request flows into FORGE for maker-checker approval. Once processed, the outcome reflects straight back in the portal - there's no separate copy of the data to reconcile.
Yes. VISTA works on web and mobile, so clients can check balances and raise requests wherever they are, with the same real-time data.
Views and statements span F&O, FX, CFD, and equities, filterable by date and account and exportable.
Yes - VISTA is designed to be presented under your brokerage's brand to your clients.
See VISTA live - the client's view, the self-service requests, and how it all stays in sync with FORGE.