Prop Firm Dashboard

Trader Management Portal

A centralized dashboard built for prop firm operations, giving your team complete oversight of trader activity while providing users with a streamlined interface to monitor challenges, funded accounts, and payouts.
Once inside the Prop Firm Dashboard, traders can access everything they need to stay compliant, informed, and on track.

Feature-rich

Clients Onboarding

Offer traders an intuitive registration process for free or paid challenges with customizable parameters. Whether it’s a single-step signup or a multi-stage onboarding, the system supports custom workflows to guide applicants into the evaluation stage.

Affiliates & Referrals

Turn traders into affiliates with flexible commission structures. Offer single-level or multi-tier programs, with built-in referral links and marketing banners. Affiliates can monitor referred signups, conversions, and earnings directly from their Prop Firm Dashboard.

KYC & Compliance

Integrated KYC management allows traders to upload verification documents during the evaluation or funded account process. Choose between manual review or connect to external KYC providers to maintain compliance standards.

Tools & Alerts

Traders access real-time system updates, economic calendars, and key alerts via their dashboard. Use announcement panels and notification banners to broadcast platform updates, rule changes, and payout schedules.

Payments & Payouts

Funded traders can submit payout requests directly in the Prop Firm Dashboard. Choose automated or manual workflows, with options for multiple currencies and Fiat/Crypto payouts via integrated PSPs.

Centralized Support

Traders can submit tickets, chat with support, and receive responses from one place. Requests are automatically routed to the correct department, helping your team respond faster and stay organized.

08:30 AM

The New Challenge

The lead journey begins at a registration or marketing landing page specifically crafted for prop firm prospects.

Forex Lead Generation
8:32 AM

Lead Routing to Prop Firm CRM

Smart lead routing form Prop Firm Dashboard brings Bill to Adam in Sales. He’s in the right time zone, knows the client's language, and specializes in prop firm models. Adam is notified instantly.

8:35 AM

Adam from Sales

Adam welcomes the prospect, explains the firm’s rules, and answers key questions. He guides them through the registration and provides an overview of the evaluation process.

8:42 AM

Evaluation Stage Begins

Once registered, the prospect enters Phase 1 of the evaluation. All tasks, limits, and trading parameters are automatically applied by the Prop Firm Dashboard based on the firm's configuration.

8:47 AM

KYC & Compliance

Before any trading begins, KYC procedures are triggered. The built-in verification system in the Prop Firm Dashboard flags missing documents and updates status within the Dashboard.

Ready to get started?

Lets talk business

8:53 AM

Automated Prop Backoffice

The Prop Firm Dashboard auto-tracks the trader’s progress. No need to manually check metrics—passing or failing status is calculated using the rules the firm sets in advance.

Online Deposits for Forex Brokers
READY

Prop Firm Scaling Tools

Everything you need to design and grow your trader programs:

  • Challenge, Funded & Scaling Accounts
  • Trader Leaderboards
  • Dynamic Trading Objectives
  • Automated Scaling Rules
TO

Flexible Payout Options

Built-in tools to support global payment flexibility:

  • Fiat Transfers
  • Crypto Payouts
  • Unlimited PSP Integrations
  • PSP Aggregator Access
FUND

Integrated Support Tools

Real-time communication and performance tracking:

  • Live Chat with Traders
  • Support Ticket System
  • Real-Time Admin Notifications
  • Weekly Reports
9:00 AM

Manager Review

Sarah, the head of operations, uses the Prop Firm Dashboard to review CRM and Trader's Room analytics, track trader performance, and flag anything unusual.

Launch Your Prop Firm with a Powerful Dashboard Today!

Offer traders a clean, intuitive portal to track challenges, payouts, and alerts—while your team gains full visibility over onboarding, KYC, support, and affiliate tracking. The Prop Firm Dashboard connects it all in one centralized interface.

Start optimizing your prop firm operations—get your custom Kenmore Design Prop Firm Dashboard.

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