Client Management
Easily track and manage client profiles, documents (KYC/AML), deposits, and withdrawals in one place.
Easily track and manage client profiles, documents (KYC/AML), deposits, and withdrawals in one place.
Advanced affiliate tracking with multi-tier commission structures. Reward your partners and expand your network.
Comprehensive reporting tools that give you real-time insights into client activity, partner performance, and revenue streams.
Connect to multiple payment providers and manage transactions securely with built-in wallet systems.
Monitor transactions, ensure AML/KYC compliance, and maintain complete regulatory oversight.
Tailor the CRM to your brokerage’s workflow, branding, and business model — and scale as you grow.
Othello CRM is more than software — it’s a partner in your business growth. Whether you are a start-up broker or an established financial firm, our platform equips you with the tools to attract clients, empower IBs, and manage your operations efficiently.