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Product Suite

Two Products. One Platform.
Complete Brokerage Operations.

A white-label mobile trading app for your clients. A professional operations portal for your team. Both powered by a unified infrastructure layer.

Mobile Trading Application

Broker-Branded Mobile Trading.
Your Brand. Their Pocket.

A full-featured, white-labeled mobile trading application for iOS and Android. Built with React Native for native performance. Your clients see your brand, your colors, your firm, while Atlas handles the infrastructure underneath.

Authentication & Security

Enterprise-grade security with multi-factor authentication, encrypted credential storage, and automatic session management. Self-service registration with secure password recovery.

KYC Verification Wizard

5-step digital identity verification designed for Nigerian regulatory requirements: government ID validation (BVN/NIN), document upload, and biometric face capture. Tiered access levels control trading and withdrawal limits based on verification status.

Trading & Order Management

Full trade lifecycle from stock discovery through order placement, execution tracking, and position management. Institutional-grade order types with real-time portfolio analytics.

Portfolio & Market Access

  • • Real-time portfolio dashboard with P&L tracking and interactive charts
  • • Stock discovery with sector filtering, market indices, and trending stocks
  • • Detailed stock screens with price charts, order book, and company profiles
  • • Market, company, and regulatory news feeds

Order Placement & Execution

  • • 4 order types: Market, Limit, Stop Loss, and Stop Limit
  • • Real-time commission calculation and cost preview before submission
  • • Modify or cancel open orders with full execution history
  • • Position tracking with average cost, market value, and P&L

Watchlists & Price Alerts

  • • Multiple custom watchlists with real-time price updates
  • • Configurable price alerts with push notifications
  • • Quick-trade directly from watchlist or stock detail

Deposits, Withdrawals & Payments

Multiple deposit channels including bank transfer, card payment, and saved cards. Withdrawals with balance protection and settlement tracking. Recurring auto-invest schedules with configurable frequency and automatic retry on failure.

Real-Time Support Chat

Built-in real-time messaging with your broker's support team. Text, image, and file sharing with typing indicators and read receipts.

Profile & Preferences

Profile management, notification preferences (push, email, SMS), transaction history, trade confirmations, and theme customization.

Operations Portal

Full Backoffice Command Center.
Built for Operations Teams.

A comprehensive web-based operations portal for brokerage staff: client management, trading operations, compliance workflows, financial oversight, and regulatory reporting. Secured with 90+ granular permissions across 9 operational modules.

Configurable Dashboard

24-widget configurable command center with real-time metrics across clients, trading, finance, and compliance. Drag-and-drop layout with role-specific defaults, so each team member sees only their relevant data.

Client Management

Client Profiles & Controls

  • • Complete client profiles with accounts, positions, orders, and KYC documents
  • • Account controls: freeze/unfreeze, trading limits, and activity restrictions
  • • Bulk enrollment via CSV with duplicate detection and import history
  • • Admin notes with categories (General, KYC, Compliance, Finance, Support)

Trading Operations & Order Routing

Order Management & Routing

  • • Full order lifecycle with admin cancel, manual confirmation, and corrective entries
  • • Order routing with full event history, retry, and error recovery
  • • Bulk trade upload via CSV/Excel with configurable field mapping
  • • Platform-wide position listing with concentration analysis

Compliance, Surveillance & Audit

Surveillance, Audit & KYC

  • • KYC review queue with document verification and approval workflows
  • • 7 automated surveillance rules detecting market manipulation patterns
  • • Immutable audit trail with full before/after change tracking
  • • Suspicious Activity Report (SAR) filing with lifecycle management

Financial Management & Settlement

Ledger, Payments & Reserve

  • • Tamper-proof double-entry general ledger with full audit trail
  • • Payment processing with reconciliation dashboard and settlement tracking
  • • Customer reserve formula with real-time compliance monitoring
  • • Segregated account management with automated deficit alerts

30+ Reports with Scheduled Delivery

Comprehensive reporting suite covering financial statements, regulatory filings (SEC, NGX, NFIU), trading analytics, settlement reconciliation, and operational metrics. All reports exportable to CSV/PDF with scheduled email delivery.

Brokerage Configuration

Fully configurable per brokerage: fees, branding, trading rules, compliance thresholds, and notification preferences. Everything from your logo and email templates to market hours and settlement schedules.

Kill Switch & Emergency Controls

Instantly halt trading, freeze payments, or shut down operations at the platform, brokerage, or individual security level. Open orders are automatically cancelled when halts are triggered.

Role-Based Access Control

90+ granular permissions across 9 operational modules with 8 default roles per brokerage. Fully customizable. Create custom roles with any permission combination.

Admin User Management

Create and manage admin users with role assignment, MFA enforcement, and secure onboarding. Bulk import via CSV for larger teams.

Support Chat (Agent View)

Conversation inbox with real-time messaging, self-assignment, and lifecycle management. Full client context available alongside every conversation.

See the Full Platform in Action.

Request a private demonstration to see how Atlas handles order management, compliance workflows, settlement, and reporting, end to end.

Request a Demo