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How Tradechartly Works

Get your Brokerage online in minutes with our comprehensive platform. Follow these simple steps to create, manage, and scale your trading business.

1

Create Your Account

Sign up for Tradechartly and set up your master workspace. Choose your path, set up a domain, and select a theme that aligns with your brand's identity and vision.

Create Your Account
2

Set Up Your Workspace

Configure your workspace settings, from user roles and permissions to payment gateways, and fine-tune your platform to match your business needs.

Set Up Your Workspace
3

Invite Your Team

Add team members and assign roles to collaborate effortlessly. Set permissions and manage access to ensure security and efficiency across your organization.

Invite Your Team
4

Manage Operations

Use our intuitive dashboard to overlook all traits and manage your from a single dashboard. Monitor performance, execute, and handle deposits and withdrawals with ease and security.

Manage Operations
5

Track Analytics

Gain insight into your performance with our comprehensive analytics. Track user activity, evaluate financial data, and optimize your strategy using accurate, real-time reports and analytics.

Track Analytics
6

Scale Your Business

Expand your operations by adding new site instances, implementing advanced features, and leveraging our support to help you scale your business efficiently and reach your full potential.

Scale Your Business

Why Tradechartly?

Your workspace matters to us, and we're committed to providing tools that help you focus on what's next every day.

Quick Setup

Quick Setup

Get your brokerage online in minutes. Our workspace-centric platform allows for rapid deployment based on proven built templates.

Enterprise Security

Enterprise Security

Bank-level security with advance filter, audit-ready access controls, and compliance features standard.

Advanced Analytics

Advanced Analytics

Compare site level tracking and reporting tools to monitor performance and optimize your business growth.

Flexible Billing

Flexible Billing

Pay-per-site billing model allows you to scale efficiently and only pay for what you use as you grow.

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Ready to Get Started?

Join thousands of brokerages already using Tradechartly to power their online presence.

Get Started
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