End-to-End Process Flows
Process flows show how work moves across the full Altrogi suite. Use these pages when you need the complete business journey, not just one screen.
Start with these flows
- Customer onboarding to first trade - registration, KYC, funding, and trading readiness.
- Deposit to trading balance - customer payment request through admin approval and available trading balance.
- Withdrawal end to end - customer withdrawal request through review, payout, and transaction history.
- KYC and compliance review - document upload, admin review, customer status, and permission unlocks.
- Copy trading journey - platform enablement, customer discovery, copying, and admin monitoring.
- Bot trading journey - strategy enablement, customer bot creation, trading activity, and admin monitoring.
- Account risk and margin flow - trading activity, margin impact, and admin risk oversight.
How to read a process flow
| Section | Purpose |
|---|---|
| Who is involved | The customer, employee, or system roles that participate. |
| Flow map | The cross-product sequence from start to finish. |
| Product responsibilities | What Portal, Admin, and Trading Platform each own. |
| Detailed docs | Links to the screen-level workflow and reference pages. |