VaultCore CRM
Lead tracking, customer records, tenant accounts, trader profiles, support history, product assignments, and operator notes. Every interaction logged. Every account searchable. Built for operators who need to know what's happening across their entire firm at any moment.
Trader Portal
The trader-facing interface for account status, challenge metrics, rule summaries, violation history, payout request submission, and support ticket routing. Branded per tenant. Traders see their firm -- not VaultCore.
Admin Command Center
The operator's control panel. Account management, challenge configuration, product publishing, trader review, risk escalations, payout queue, staff role management, audit log access, and platform health overview -- all in one place.
Rules Engine
Configurable challenge rules: profit target, daily loss limit, trailing drawdown, max contracts, minimum trading days, consistency percentage, news-event restrictions, and weekend holding rules. Rules attach to products. Products attach to accounts. Everything is audited.
ARK Guard Surveillance
Real-time rule monitoring layer for evaluation-based trading environments. Tracks drawdown distance, daily loss status, violation events, account lockout workflow where broker permissions allow, and escalation queues for manual admin review. See ARK Guard for full details.
Payout Workflow
Structured payout request intake, review queue, approval and denial workflow, status tracking, payment-link readiness, and audit trail. Designed to support operator review processes -- not automate payouts without oversight.
Support Workflow
Ticket creation, routing, escalation, resolution tracking, and operator response management. Supports both internal staff workflows and tenant-specific support queues with full history by trader account.
Audit Logs
Immutable event records for operator actions, risk decisions, payout reviews, account status changes, product modifications, rule overrides, and provider-test evidence. Audit logs are the backbone of provider-readiness review and dispute resolution.
Tenant Management
Multi-tenant architecture with brand isolation, independent configuration, per-tenant product catalogs, staff role separation, and shared infrastructure. Add new white-label tenants without rebuilding the platform from scratch.
Provider Readiness
Integrated documentation workflow: permission matrix, data flow diagrams, credential SOP, demo scripts, and provider review packets generated from platform configuration. VaultCore builds the documentation that supports provider review conversations. See Provider Readiness for details.