Back Office Solutions

OEC supports the technical side of the IB relationship not just with fast execution but with access to data, reporting, statements and Facilities Management.

IB Portal

The main back office tool for IBs is the IB Portal. This priceless tool allows IBs to perform a number of functions, including:

  • Monitor account opening processes for each client
  • Daily payout detail
  • Manage customer information
  • Update commissions, individually or with templates
  • Manage Software subscriptions for clients
  • Download software installs
  • Fully customize all content and links available for white-label
  • Online Equity Runs
  • Customer's statements
  • Make withdrawal requests

Statements & Reporting

We give you the information and control you need to manage your accounts.

Our IB Portal and Trade Desk Manager (TDM) gives you the visibility and tools to monitor and manage order flow and risk at both the firm and account levels for the entire OEC system.

You can get an full view of the status of your customers and your business by utilizing the the IB Portal and Trade Desk Manager (TDM), the broker version of our flagship trading platform OEC Trader.

You can easily create many different types of reports on demand, including daily equity runs, time and sales and customer statements from the IB Portal. With the TDM you can monitor and control your risk on an account by account basis.

Facilities Management

Make a major infrastructure improvement for your business by utilizing our collocation services.

OEC has invested substantially in the data centers that support our trading infrastructure - to meet the speed and reliability needs of our customers. Our collocation services allow our clients to Maximize their speed by leveraging our state-of-the-art infrastructure and collocating your servers in our data center for the ultimate low-latency solution - at a fraction of the cost and time spent doing it on your own.

Solutions

for your back-office, account and lead manaagement.