Got something for the team? An Ask, a Heads-up, a Spark, or a Fact — drop it down the tube and the team’s got it.
⚙
Ask
Need a hand with something.
⏰
Heads-up
Flag it now so we don’t miss it later.
◈
Spark
Float an idea while it’s still hot.
◆
Fact
A piece of know-how worth keeping.
Low
Normal
High
Critical
↑ Click to attach files or drag and drop
↑ Click to attach files or drag and drop
↑ Click to attach an image
↑ Click to attach a file
Add CTA Customer
Enter the details for a new CTA customer account.
Account
Brokers
Fees
Sales Agent
Documents
CTA Customers
All CTA customer accounts — filter and search the list below.
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Customer / Account
Program
IB Name
FCM Name
Trade Acct
Units
Admin Fee
Perf Fee
Docs
No CTA customers found
Added customers will appear here.
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Add Customer
Add a new customer record. Accounts & program relationships are managed separately once the customer exists.
Customer
Contact
Address
Origin
Customers
Universal customer master. Click a row to view detail (coming soon).
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Legal Name
Location
Email
Source
Status
Added
Legal Name
Email
IB
FCM
Trading Account
Admin %
Perf %
Units
No customers yet — add your first to see them here.
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Customer
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Accounts
No accounts yet.
Add Account
CTA Program
DQ accounts may be at BWC or an external IB. Hedge/Spec/MB always use BWC.
DQ Terms
Add Note
Jot a note and file it by area — Models, Partners, CTA or Other.
Notes
The company record — every note, filed by area.
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No notes yet
Saved notes will appear here.
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Messages
Team chat — direct messages and group conversations.
Select a conversation
or start a new one to begin chatting.
New conversation
People
Group name (optional — used when 2+ people)
Edit Customer
Names
Brokers & Program
Fees
Sales Agent
Documents
Details
Info
Urgency
Must-Have Date
Pitched in by
Pitched in
Type
Attachments
Internal Notes
Admin
Generate invite links, manage roles & status.
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Name
Email
Role
Status
Created
Actions
Roles: Admin — full access & can manage the team · Team — standard access Status: active — can sign in and use the app · disabled — blocked from app actions; auth account is left untouched.