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Clear Chicago Group

White Label Services for Introducing Brokers

Clear Chicago Group gives you all the tools and support you need to be a successful and thriving IB.

We provide you with the best tools to service your customers and manage your business. These include:

Broker Portal

Broker Portal

The Broker Portal gives you complete control over your business.

  • Account management
  • Real-time risk management
  • Prospect tracking
  • Business management
  • (see more)

The Broker Portal is for use by the IB only and allows administrative access to accounts, IB settings and a vast array of important daily and historical volume, commission and account statistics.

  • Account management
    • View details on all your client’s accounts
    • Change commission structure for each client
    • View banking history and net liquidity
    • View real time positions and trading activity
    • View your client’s portals at any time
    • Manage broker email alerts to receive copies of customer account emails
  • Risk Console - Real time risk monitoring of all your clients
    • Margin Calls
    • Overleveraged accounts
    • Negative Net Liquidity
    • 15% net liquidity change
    • Insufficient Equity reports
  • Prospect Tracking
    • Easy and fast online account application and opening process.
    • View and interact with the step by step account opening process from first contact to active account.
    • Online lead form to enter prospect’s information into your portal for tracking.
    • See completed and needed documents, real time.
  • Business management
    • Fully customizable reports with IB, broker and client statistics.
    • Daily and historical volume and commission statements.
    • Detailed historical and daily volume and commission reports and graphs.
    • Track volume and commission statistics by broker/salesman.
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Account Summary

Account Summary

IB Overview

IB Overview

Commission Reports

Commission Reports

Customer Portal

Customer Portal

The Customer Portal allows your clients to manage all aspects of their trading business.

  • Trade management
  • Account management
  • Broker messages
  • White labeled
  • (see more)

The Customer Portal is for account holders and allows online access to useful account functions.

  • The client accesses their portal from a link on your website
  • Trade management functions
    • Customizable trading statistics reports
    • Live streaming quotes
    • Symbol quote lookup
    • The Leader Board lets traders compare their performance to others.
  • Account management functions
    • Account statements download
    • Trade records download
    • Create new accounts
    • Change login credentials
    • Wire / Check requests
    • Set account alerts
  • Broker messages are received on their home page
  • Not only does the portal help your clients manage and improve their trading, it allows them to self serve
    themselves for many day-to-day needs. This frees your time to focus on expanding your business.
  • The Customer portal is white labeled so your IB’s logo is displayed on all windows.
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Home Page

Home Page

Trading Statistics

Trading Statistics

Leader Board

Leader Board

Online Applications

Online Account Applications

The online account opening process quickly converts prospects to clients.

  • Efficient and thorough process
  • Accessed from your website
  • Branded with your logo
  • You can track the prospect's progress
  • Rapid account approval and activation
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The Online Applications streamline the account opening process.

  • Prospects access the online account application directly from your web site.
  • The applications are branded with your logo.
  • A welcome email is sent out automatically with instructions and documents.
  • Quick and thorough NFA and CFTC compliant Account Opening process
  • Track the process for each prospect via the Broker portal including a list of completed documents.
  • Stores unfinished account and compliance docs for future completion.
  • With completed docs and funding, an account can be approved and opened in hours not days.
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Account Type Selection

Account Type Selection

Authorized Users

Authorized Users

Application Signature

Application Signature

Trading Tools

Trading Tools

Clear Chicago Group offers Trading tools to satisfy the most demanding of your clients.

  • Multiple trading platforms
  • Robust and redundant infrastructure
  • Hosting services available
  • 24 hour support
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  • Trading platforms
    • Multiple trading platforms to satisfy all types of traders
    • Continuous evaluation of platforms using client feedback
    • Free simulated demo trading with real-time market data
  • Trading Infrastructure
    • We use only the best blade servers and co-locate near major exchanges for speed.
    • Fast and reliable technology is our priority. We feature:
      • World class data centers
      • State of the art network
      • Reliable hosting
      • VPN secured access
  • Hosting Services for the most demanding clients
    • Available turn-key private trading systems.
    • Hosting for your clients custom trading platform.
  • 24 hour support for your traders.

Platforms

X_Trader

Infrastructure

Data Center

Hosting

Hosting

Call +1 312-780-7637 or email operations@clearchicagogroup.com today to speak to someone about how we can help you be a successful IB.