An enterprise-grade CLM/CRM platform built on flexible and modern technology and with extensive integration capabilities through state-of-the-art APIs
CS Maystro offers a customizable client onboarding journey, automatic account creation and management, and custom workflows. It provides an easy funding process to the client’s trading account, multi-currency wallets for fund management, and comprehensive transactional and business reports.
Seamless Client Lifecycle Management
End-to-End Client Journeys
Business Automation with customizable client onboarding journey
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Seamless connectivity with broker's tech stack via APIs
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Multi-currency wallets for clients
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Advanced partner payments and rebate management
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Highly flexible and robust platform, easy to customize
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Customizable funding process including full API capabilities
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Seamless connections to traditional and crypto payment gateways
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Multi-entity support from a single CLM instance
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Automatic Account Creation via API integration with Centroid Trading Platform
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Multiple integrations with leading ID verification and KYC providers
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Client Account Management
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Extensive reporting dashboards powered by Tableau
Powerful Reporting & Analytics
CS Maystro comes with comprehensive reporting dashboards built on top of Tableau, giving brokers deep insights into every stage of the client lifecycle.
From onboarding and funding to trading activity and account management, a wide range of pre-built reports are readily available. Clients can also customize and build their own dashboards, ensuring full flexibility to track the KPIs and business metrics that matter most.
Our Trusted Clients
Centroid’s success is powered by a trusted network of fintech and institutional leaders.
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