Roth and Marquez Trading · Client Portal

One portal for
your whole company

Access all your products in one place Invite your team, give everyone exactly the access they need, and keep a full record of who did what.

Role-based access

The Company Admin is the administrator. Every other role — HOD, Employee — is a set of permissions you control, and you can add your own.

Invite in bulk

Paste a list of addresses or upload a CSV, pick the role once, and send hundreds of invitations at a time. Every one is checked before it goes out.

All products in one place

Every internal tool your company uses, on one home screen, shown only to the people whose role allows it.

Full activity trail

Sign-ins, role changes, invitations and settings edits are all recorded with who did it, when, and from where.

Team directory

Search everyone by name, department or role. Suspend and reactivate accounts in one click, without deleting history.

Your branding

Company name, tagline and accent colour flow through the whole portal, including the invitation emails your people receive.