What is the AP Dashboard?

The AP Dashboard is a centralized business management platform built exclusively for Authorized Persons (APs). It gives APs a single place to manage everything that matters to running their sub-broking business, including spotting clients who haven't traded in weeks, checking whether a new account is stuck in verification, and seeing exactly how much brokerage revenue came from which segment last month. Instead of tracking this information across multiple systems, an AP can open the dashboard and immediately see who needs attention, what revenue is flowing in, where risk exposure is building, and how their overall performance is trending.

Get started with the AP Dashboard

A quick introduction to the AP Dashboard to manage your sub-broking business.

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