Adapt SOFCOM products to your workflows — not the other way around
Trading, OMS, back office, KYC, CRM, and analytics — customized for your operations, reports, branding, and compliance needs, while staying upgrade-safe.
What you can customize
Customization sits on top of the core product, so you can shape the experience without breaking upgrades.
Screens & workflows
Reorder steps, hide or add fields, build approval flows, and shape the user journey to match your operations.
Reports & statements
Contract notes, ledgers, MIS, regulatory exports — formatted exactly the way your accountants and auditors expect.
Branding & white-label
Logo, colors, domain, app icons, email templates, and client communications — fully branded as your firm.
Business rules
Exposure limits, brokerage slabs, AUM rules, KYC categories, segment access — configured to your policies.
Roles & permissions
Custom roles, maker-checker flows, branch-level access, and granular permissions across modules.
Integrations
Connect to your existing CRM, accounting, payment, KYC, and core systems through SOFCOM's integration layer.
Customize what's different, standardize what isn't
The 80% of platform logic that every broker needs — trading core, accounting engine, KYC validation — stays standard, so you get continuous upgrades. The 20% that's unique to your firm gets shaped around you.
- Upgrade-safe customization layer
- Configuration-driven where possible
- Code-level extensions where necessary
- Continued access to platform releases
Want to see how customization fits your firm?
Walk us through your workflows in a 30-minute call. We'll map them onto SOFCOM modules and tell you exactly what's standard, what's configurable, and what needs custom work.