Solutions
For Brokers
Mobile operations layer for broker-side teams.
Finger Manager helps brokers connect existing systems, centralize client operations, and let teams handle onboarding, approvals, tasks, reports, and real-time alerts from mobile and desktop.
Bring your broker operations into a mobile workspace without replacing your existing systems.
1Review Applications126
2Pending Approvals256
3Information Requests78
4Client Follow-ups42
Pending Approvals
•••Notifications
•••Everything broker-side teams need to manage daily operations.
From onboarding to client servicing, Finger Manager turns fragmented broker operations into one structured workflow.
Client Lifecycle
Manage client profiles, account status, onboarding progress, service records, and operational history from one workspace.
Onboarding & Approvals
Review applications, track KYC status, request additional information, and approve onboarding steps through structured workflows.
Team Tasks
Assign work to support, review, finance, risk, and operations teams with role-based access and clear responsibilities.
Operational Visibility
Monitor client activity, approval progress, team workload, risk alerts, and business performance through real-time dashboards.
Broker operations should not stop when your team leaves the desk.
Finger Manager is built for mobile-first broker operations, allowing teams to receive alerts, review tasks, and follow up with clients directly from the app.
Real-time Notifications
Instant alerts for application updates, approvals, client changes, risk events, and tasks.
Work From Mobile
Review clients, approve requests, add notes, assign tasks, and check status anywhere.
Faster Response
Reduce delays across onboarding, support, review, and risk workflows with real-time alerts.
Role-based Access
Each team member only sees what is relevant to their role, ensuring data security.
Keep your existing systems. Add mobile operations on top.
Finger Manager connects with your current infrastructure so your team can operate from the app without rebuilding your entire system.
Connect Existing Platforms
Integrate with broker-owned trading platforms, CRM systems, onboarding tools, KYC providers, and more.
Operate From the App
Bring key workflows into the app, including reviews, approvals, tasks, alerts, notes, and reporting.
No Full Migration Required
Continue using your existing systems while Finger Manager becomes your mobile operations workspace.
API-driven Extension
Use APIs to sync data, trigger notifications, assign tasks, and connect workflows across systems.
One workspace for the whole broker-side team.
Management
Track performance, growth, approvals, risk, and task activity.
Support Team
Follow up with clients, manage service records, and respond faster.
Review Team
Handle onboarding reviews, documents, KYC, and approvals.
Operations Team
View account records, internal requests, and operational notes.
Risk Team
Receive risk alerts, monitor activity, and review abnormal signals.
Platform Team
Coordinate tasks, workflows, settings, and client lifecycle.
A structured onboarding flow from registration to activation.
Registration
Capture new client applications from your channels.
KYC
View verification status and required information.
Review
Internal teams review documents and client details.
Approval
Approve, reject, or request more info with full records.
Activation
Move approved clients to active operational status.
Service
Continue managing support, activity, and lifecycle.
Real-time visibility for management.
See what matters, make faster decisions, and grow your business with data.
Modernize broker operations with a mobile-first workspace.
Finger Manager helps brokers move from fragmented, desktop-only workflows to connected, real-time operations across mobile and desktop.