Home Solutions
Brokerage OTC Wealth Operations Market Data Center Security
Professional Services About Us News Careers LinkTradePro 2026 LaunchNEW 繁體中文 Book a Product Demo
Home/Solutions/Operations
OPERATIONS

Operations Solutions

A fully digitalized backbone for client acquisition and operations — covering account opening, channel management and day-to-day operations in one closed loop.

LinkAOS LinkRAS LinkCMS
↓ 30%+
Manual operating costs
↑ 60%+
Account-opening conversion rate
↑ 90%+
Channel efficiency
↑ 35%+
User engagement
PAIN POINTS

Three Core Operations Pain Points

Core value: end-to-end digitalization that cuts cost, lifts efficiency and strengthens retention

Cumbersome account opening and inefficient channel management
Fragmented operating systems and severe data silos
Low user engagement and persistently high manual operating costs
LinkAOS · Account Opening System

A Fully Digitalized Account Opening System

An end-to-end digital account-opening solution. Fully automated online workflows significantly improve the client onboarding experience and conversion, and adapt flexibly to different business scenarios and compliance requirements.

200+ Countries & Regions Deposit Verification On-site Verification CA Online Verification
Request a Demo →
LinkAOS account opening system
SYSTEM FLOW
Onboarding Application Complete Information and Upload Documents Submit Application Application Review Generate Account Opening Letter Set Up Trading Account Log In and Trade
1
Account opening for clients in every country and region
Supports account opening for clients in 200+ countries and regions, with multiple identity verification methods to meet local compliance requirements.
2
Flexible configuration of the onboarding flow and data
Page order in the onboarding flow is configurable; onboarding data can be edited flexibly, including personal details, employment details, identity declarations, trading purpose and financial status, trading experience and derivatives knowledge, risk documents, signed agreements and risk disclosures.
3
Multiple onboarding identity verification methods
Verification options include deposit-based, in-person and online. Deposit verification can set the amount and currency; in-person verification can set the verification location; online verification supports CA certification with no manual intervention.
4
An onboarding report is generated automatically on approval
The report covers signature records, verification video records, identity document details, onboarding forms, risk assessment, the W-8BEN agreement and the electronic trading services agreement, with integration to external AML and risk-control systems.
LinkRAS · Channel Management System

Unified Management for Every Channel Partner

Built for securities channel promotion, covering channel development, client management, transaction handling, clearing and settlement and fund allocation. Automated clearing, flexible commission-sharing rules and real-time data monitoring help channel partners run business efficiently and read data precisely.

Multi-business Commission Platform & Channel Portals Automated Commission Clearing Real-time Dashboards
Request a Demo →
LinkRAS channel management system
1
Online management of the full channel promotion lifecycle
The complete promotion lifecycle — building the channel, setting commission rules, client promotion, channel commission settlement and commission withdrawal — runs entirely online.
2
Commission-sharing strategies across multiple business lines
Commission rules can be set for Option, TRS, WOS, DTS, FMS, Counter and other business lines; the system synchronizes business data from each trading system and calculates commission accordingly.
3
Real-time channel and client commission dashboards
The system has a platform side and a channel side. The platform side views promotion and commission statistics for every channel in real time; the channel side views its own promotion and conversion data.
4
Automated commission clearing and settlement engine
An automated commission engine synchronizes and processes high volumes of trading data daily, fully automating the clearing and settlement flow and generating multi-dimensional settlement reports.
LinkCMS · Management Platform

Full Lifecycle Client Operations

One-stop operating services for securities businesses, bringing together data analytics, a market data marketplace, community forums, paper trading and a points marketplace. This lifts user engagement and operational efficiency, helping brokers cut cost, decide with intelligence and strengthen competitiveness.

Request a Demo →
LinkCMS management platform
FUNCTIONAL STRUCTURE
User Management Trading Business Stock Management Funding Business IPO Management Bank Card Management Algorithmic Orders Currency Exchange Market Data Marketplace Points System Membership System Paper Trading Marketing Promotion Advertising Management Referral Rewards Campaign Management Simulation Contests Configuration Management Permission Management Parameter Management Notification Management Page Management Help Center Data Analytics Device Management APP Analytics User Retention Analysis User Profile Analytics

Let's Talk

Tailored digital solutions for your firm — let's open a new chapter of win-win cooperation.

Book a Product Demo → 400-865-5223