Payment Configuration
Payment configuration that keeps funding workflows organised
CIS payment configuration lets your team set up the payment methods you work with and organise how requests move through review. CIS provides the software; it does not hold client money or act as a payment processor.
- 1Request
- 2Review
- 3Approval
- 4Status update
The challenge
Why it matters
Every brokerage handles deposits and withdrawals through its own approved methods and internal checks. When those steps are informal, requests stall and clients wait.
Capabilities
What it provides
Payment method setup
Configure the methods your brokerage offers to clients in the portal.
Workflow organisation
Arrange review and approval steps for deposit and withdrawal requests.
Status visibility
Let teams see where each request stands.
Connected to client records
Requests sit alongside the client’s CRM profile.
How it works
The workflow, step by step
- 1
Methods configured
Your team sets up approved payment methods.
- 2
Client submits request
A client requests a deposit or withdrawal in the portal.
- 3
Internal review
The request follows the review steps you defined.
- 4
Status updated
Teams and the client see the outcome.
Who it helps
By team
- Back office & finance
- Work through funding requests in a consistent order.
- Support
- Answer “where is my withdrawal?” with a clear status.
- Management
- Keep oversight of funding activity.
Questions to discuss with CIS
- Which payment methods and providers does your brokerage already use?
- What approval steps apply to deposits and withdrawals?
- Who on your team needs which permissions?
- Which provider connections need to be confirmed?
Frequently asked questions
Does CIS process payments or hold client funds?
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No. CIS provides software for configuring payment methods and workflows. Payments are handled by your brokerage’s chosen providers.
Which payment providers are supported?
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Provider connections are discussed case by case. Ask CIS to confirm the providers relevant to you.
Free trials on every CIS software product
Tell us what you want to evaluate. The CIS team confirms trial access, scope and configuration with you directly.