White-label CRM for prop trading firms
Your prop firm.
Fully connected.
Manage traders, evaluations, and payouts in one workspace, under your brand.
Command center
IntelligenceToday’s brief
4 findings from your live data- HighTwo payouts have waited more than 3 days$4,180 in total — every other request clears in under a day.Review
- HighCheckout failures up 18% this weekMost come from one card route. Switching the fallback recovers most of them.See failures
- WatchInstant 50K refunds are outpacing sales6 refunds against 21 sales. No other plan refunds more than 5%.Open plan
- UpsidePhase 2 pass rate climbed to 41%Highest in six months, led by the $50K program after the rule update.See programs
Needs you
Oldest first- Funded withdrawal · O.H.$3,050
3d waiting - Funded withdrawal · J.T.$2,140
2d waiting - Cashout · L.N.$1,380
9h waiting
Trader journey
Step conversionSales per day
This month vs lastIn good company.
- spiderx
Every step. One connected record.
From the first evaluation to payout review, give every team the same view of each trader.
Know every trader at a glance.
Accounts, evaluation history, payouts, notes, and support threads in one profile your whole team can search.
Accounts
- $100K · Phase 2+$4,690
- $50K · Phase 1 · failed−$2,510
History
- Phase 1 passed · 11 days
- Rule reminder sent · news window
- Phase 2 target 94% reached
Every challenge, measured against your rules.
Set targets, drawdown limits, and minimum days once per program. dodts tracks each account and tells your team what happens next.
Payouts that move without the chase.
Traders request, rules are checked automatically, your team approves. Every step is logged, so nothing stalls in an inbox.
- Requestedby trader · trader portal
- Rules check4 of 4 passed · automatic
- Risk reviewassigned to R. Alvarez
- Finance approvalthen paid via your provider
Every desk, one console.
Revenue, risk, affiliates, and automations read from the same records as your traders, so the numbers always agree.
Revenue
Sales per day
Peaks follow promotion emailsMix by account size
1,012 accounts- $50K41541%
- $25K24324%
- $100K15215%
- $150K12112%
- Other818%
Where buyers are
Self-declared- United States284
- United Kingdom126
- Germany88
- Canada69
- UAE54
- Other310
What drives the spikes
Four days this month passed $7,000 against a typical $4,500. Each one follows a promotion email within a day.
Tag each campaign with a date to see which send moves revenue.
Plan the next campaignRisk & surveillance
Watchlist
Sorted by headroom, lowest first| Trader | Plan | Equity | Headroom to breach | Severity |
|---|---|---|---|---|
| T-0375 | $100K · Phase 1 | $95,410 | 0.21% | Critical |
| T-0519 | $50K · Funded | $47,620 | 0.38% | Critical |
| T-0466 | $25K · Phase 2 | $24,180 | 1.84% | Watch |
| T-0402 | $100K · Funded | $101,930 | 2.62% | Watch |
| T-0388 | $100K · Phase 2 | $104,690 | 8.90% | OK |
Breaches by rule
90 days- Daily loss81
- Max drawdown58
- News window19
- Consistency16
- Copy trading10
Pattern: 62% of daily-loss breaches happen in the first hour after the US open.
Affiliates
Referral funnel
90 daysCross-device gap: a click on a phone that buys on a laptop arrives as a new visitor, so real referral reach is higher than shown.
Leaderboard
Top codes by revenue| Code | Orders | Revenue | Share of sales | |
|---|---|---|---|---|
NORTHSTAR | 64 | $11,240 | Top earner | |
PIPHUNTER | 71 | $8,930 | Most orders | |
TAPEREAD | 9 | $6,480 | High value | |
OPENRANGE | 22 | $3,110 |
Automations
Pay eligible traders within 24 hours
Requests that pass every check are paid automatically. The rest go to a person, with a countdown.
Auto-approve small payouts On
EditingDry run on past data: of the last 120 paid withdrawals, 84 would have been paid automatically and 36 would have gone to review.
All automations
5 of 6 on- Auto-approve small payoutsWithdrawals up to $1,000 that pass every checkPayouts84 runs · 30 d
- Breach notice with evidenceEmail the trader the exact rule, time, and equityRisk41 runs · 30 d
Your brand, end to end.
Set it once in the console. It carries through the trader portal, every email, and the admin your team works in. Try it.
Brand & theme
Concept previewButtons, links, and charts use this colour. Text on it is checked for contrast automatically.
- Trader portalportal.kestrelfunded.comVerified
- Emails fromteam@kestrelfunded.comSPF · DKIM
- Adminadmin.kestrelfunded.comVerified
- Daily loss24%
- Max drawdown31%
- Trading days7 / 5
Fictional example brands for illustration.
Nothing falls between systems.
Sign-up to payout, every event lands on the same trader record — visible to support, risk, and finance alike.
- Signed upYour portal
- Phase 1 passedRules engine
- Phase 2 passedRules engine
- FundedRisk team
- Payout approvedFinance
Built around
your operation.
Bring your programs, your brand, and the tools you use today. Let’s map out what your firm needs.
Discuss your setupWhat should we bring to the demo?
Your evaluation stages, profit targets, drawdown rules, and payout process. These give us a concrete starting point for the walkthrough.
What can carry our brand?
The white-label experience shown above covers your portal identity, colors, domain, and email presentation. We’ll discuss the scope you need for your firm.
What about our existing tools and data?
Share your trading platforms, payment providers, and current CRM. We’ll discuss your integration and migration requirements as part of the demo.
How do we discuss modules and pricing?
Start with the workflows you need: trader management, evaluations, payout review, or white-labeling. Ask for a proposal based on your requirements.
Launch with dodts.
Let’s walk through your programs, your workflows, and your brand.