01Product Positioning
Finger Manager is enterprise operations management software for internal teams. It is not a trading front end, does not provide trading accounts to end investors, and does not provide securities brokerage, investment advice, payment processing, custody, trade matching, or any regulated financial service requiring a license.
- Unify internal operations workflows
- Help different teams collaborate in one system
- Help management review business status and processing progress
- Reduce manual communication cost for operations, review, risk, and customer service teams
- Preserve operation records, handling records, and audit trails
02Relationship Between Finger Manager and Finger Grid
Finger Grid is an infrastructure ecosystem for enterprises and finance-adjacent institutions, providing system access, account permissions, KYC, audit, operations workspaces, module capabilities, and deployment support. Finger Manager is the management product in that ecosystem and makes internal operations visible, process-driven, and systemized.
- Finger Grid is the underlying ecosystem and infrastructure
- Finger Manager is the management product and operations workspace
- The Module Store provides extensible business modules
- APIs and integration capabilities connect existing enterprise systems
03Problems Finger Manager Solves
Many brokers, brokerage firms, IB teams, and trading operations teams face scattered information, unclear processes, inefficient collaboration, hard-to-trace operations, and limited mobile work support in daily management.
- Scattered information: client records, KYC status, task records, payment review, risk alerts, and reports may be spread across systems, spreadsheets, chat tools, or email.
- Unclear processes: onboarding, review, payment, permission changes, and exception handling can be missed, repeated, or unclear without defined processes.
- Inefficient collaboration: operations, customer service, KYC, finance, trading operations, and risk teams need frequent coordination.
- Hard-to-trace operations: organizations need to know who handled an item, when it was handled, and what the result was.
- Limited mobile work: Finger Manager supports mobile workflows so teams can receive alerts, view status, and handle key items in time.
04Core Capabilities
Finger Manager covers client management, KYC and onboarding management, payment workflow review, trading operations support, risk and compliance collaboration, reports and audit, and the mobile app.
- Client management: review client records, account status, team ownership, follow-up notes, and business tags.
- KYC and onboarding management: support identity record follow-up, review queues, missing-document status, handling records, and approval flows.
- Payment workflow review: support deposit and withdrawal review, payment status, exception records, and review process management.
- Trading operations support: support trading-related account status, symbol permissions, rule adjustments, operations requests, and task handling.
- Risk and compliance collaboration: support risk event alerts, KYC status linkage, permission control, exception handling, and audit trails.
- Reports and audit: support operational reports, export tasks, operation logs, handling records, and internal review.
- Mobile app: let managers, operations users, reviewers, and risk users receive notifications, review status, and handle work on mobile.
05Applicable Teams
Finger Manager is suitable for broker operations teams, IB network management teams, trading operations teams, customer service teams, KYC review teams, payment review teams, risk and compliance teams, management teams, and IT and implementation teams.
- Broker operations teams
- IB network management teams
- Trading operations teams
- Customer service teams
- KYC review teams
- Payment review teams
- Risk and compliance teams
- Management
- IT and implementation teams
06Usage Models
Finger Manager can operate as an operations management layer outside existing enterprise systems, or connect with Finger Trader, MT4/MT5, internal systems, CRM, KYC services, payment systems, or external APIs. Organizations do not have to replace existing systems.
- Use Finger Manager independently to manage operations workflows
- Use it together with Finger Trader
- Use it together with MT4 / MT5
- Connect it with existing back office or CRM systems
- Integrate with external services through APIs
07Product Boundary
Finger Manager provides software tools and technical services only. Each organization should independently decide how to use Finger Manager according to its business, local laws and regulations, regulatory requirements, and internal policies.
- Does not directly provide securities brokerage services
- Does not provide investment advice
- Does not provide asset management
- Does not provide custody
- Does not process payments
- Does not match trades
- Does not operate an exchange
- Does not sell financial products to end investors
