Clients, IBs & Affiliates

What your clients see in the client portal

3 min read 0 viewsby Alphorix Team

Clients reach the portal at https://alphorix.net/portal/<your-workspace> (or automatically after registering).

Signing in

  • Email + password, or Continue with Google.
  • Forgot password sends a reset link by email.
  • The portal works in English and Arabic and on mobile.

What they can do

  • See their status — a clear label such as KYC pending, Documents requested or Approved, plus a timeline.
  • Upload documents — proof of identity and proof of address (photos or PDF). If you request specific documents, they see exactly what's needed and your note.
  • Resubmit — when you ask for a correction, they edit and resubmit from the same page.
  • Become an IB — approved clients can apply to be an introducing broker.

Messages from your team

Whenever you request documents, ask for resubmission or reject, the reason you typed appears in the portal as Note from our team. Keep it short and specific.

Privacy

Clients only see their own application. IBs and affiliates see shortened names of the clients they referred, never full contact details.

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Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

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