VaultCore Services
Prop Firm CRM & White-Label Trader Portal
Full trader lifecycle management from first signup to funded status. White-label the Arena trader portal under your brand, and manage every account with a purpose-built operator CRM.
Operator CRM
Every trader. Every account. One dashboard.
VaultCore's operator CRM gives your team full visibility into trader status, account health, payout queue, and ARK Guard surveillance flags -- all from a single back-office interface.
Trader Onboarding
Configurable onboarding flows with KYC document routing, email verification, account provisioning, and welcome sequences. Supports manual and automated approval modes.
Account Management
Create, adjust, suspend, or reset trader accounts from the operator dashboard. Set account parameters, challenge phase, and rule overrides per trader.
Payout Queue
Review and approve payout requests with full trade history context. Set approval thresholds, assign reviewers, and export payout batches for processing.
Notes & Audit Trail
Operator notes per trader, action logs with timestamps, and full audit history for compliance documentation and dispute resolution.
The Arena Trader Portal
Real-time P&L dashboard, SVG arc drawdown gauges, balance curve, trade history, challenge progress, and self-service payout requests -- white-labeled under your brand domain.
Analytics & Reporting
Operator analytics: challenge conversion rates, payout totals, trader retention, and ARK Guard flag rates. Export-ready for monthly reporting.
FAQ
CRM & Trader Portal — Frequently Asked Questions
Is the trader portal fully white-labeled?
Yes. The Arena trader portal runs under your custom domain with your brand logo, colors, and messaging. Traders see only your brand.
Does the CRM integrate with KYC providers?
VaultCore provides KYC document collection and routing hooks. Integration with specific KYC providers (Jumio, Onfido, etc.) is available on request.
Can the trader portal handle global trader currencies?
Yes. The portal displays account values in the trader's configured base currency and supports multi-currency payout requests.
Is the CRM accessible by multiple operator team members?
Yes. The operator CRM supports role-based access with separate permissions for admin, reviewer, support, and finance roles.
Does VaultCore CRM integrate with other tools like Slack or email platforms?
Yes. VaultCore CRM sends configurable webhook events on key actions (new trader, payout request, ARK Guard flag) that can connect to Slack, email, or your existing workflow tools.
Related Services
More from VaultCore
Prop Firm Infrastructure
Complete prop firm platform including the CRM, challenge engine, and ARK Guard surveillance.
Challenge Studio
Design the challenge programs your traders see in the Arena portal.
Risk Management & Surveillance
ARK Guard surveillance flags surface directly in the operator CRM.