Callisto is a brokerage CRM covering the full lifecycle of running a brokerage — client onboarding and KYC, trading accounts, wallet and payments, bonuses, the partner/IB program, communications, and reporting.
These docs are for broker operators: the owners, managers, and support teams running a brokerage on Callisto day to day.
Start here
- Getting started — the onboarding wizard, from company details to launch.
- Dashboard — the daily command center.