The Banker module takes care of all the finance requirements of brokerages including, handling and maintenance of all deposits, withdrawals and internal transfers.

On this module the company will be able to manage third party payment integrations as well. The module is broken up into four key sections / areas:

  1. Settings
  2. Transaction
  3. Parked Deposits
  4. Withdrawals
  5. Deposit prep and approval

Depending on the Banker user’s system permissions, they will see only the above mentioned sections on the menu. From the above sections, the Banker agent will be able to manage all the financial operations of the company.


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