Account Management

Account control, identity management, and live client access—unified for compliance, support, and supervision.

Lyra's Account Management module combines secure data handling, live portfolio access, KYC tooling, and real-time communication—engineered for scale, security, and multi-role brokerage operations.

Compliance-Grade Access, Built for Scale

Lyra provides fine-grained role and data access separation for operations staff, supervisors, and external providers—built to handle both high-scale call centers and high-touch institutional support. Combined with secure data-at-rest encryption and live account drill-down, it offers operational flexibility without compromising client confidentiality.

Overview

Role-based access with layered permissions by client group, staff role, and visibility tier.

Encrypted sensitive fields with partial or blind confirmation modes for regulated data handling.

Live OMS Access: Monitor pending orders, active positions, and margin accounts in real time—based on permissions.

Self-service onboarding, KYC verification, and updates embedded into the trading UI.

User Management

Zoom in

Account Management Features

Access & Permissions

Multi-dimensional access logic ensures the right data is seen by the right people—at scale.

Role Control: Staff roles govern visibility and action rights on data and operations.

Client Grouping: Permissions applied to segments by region, tier, desk, or account type.

Granular Overrides: Visibility rules per field (e.g., no PII for junior ops).

Data Security & Handling

Encryption, confirmation logic, and audit tracking for sensitive operations.

Encrypted Fields: Personally identifiable data stored encrypted and access-controlled.

Blind Confirmations: Confirm sensitive data (e.g. SSNs) without full exposure.

Login History: Detailed timestamped login tracking with geolocation context.

Audit Trails: Every user action is time-stamped, user-stamped, and exportable.

Data Handling: Account data handling is aligned with SOC 2 and ISO 27001 principles for access control, auditability, and confidentiality.

KYC & Client Data

Integrated onboarding and identity workflows—user-driven or staff-managed.

KYC Providers: Connect to regulatory-compliant services for document capture and ID validation.

Client Actions: Clients can change credentials, upload and download documents, manage 2FA and communication settings via UI.

OMS Peek & Actions

Preview and interact with a client’s portfolio live—within role permissions.

Live Portfolio View: Open positions, orders, margin and PnL live from the OMS.

Actionable Views: Force close, margin adjust, or restrict if permitted by role.

Event History: See what client and system did, with timestamps.

Live Sessions: Monitor currently active user sessions with IP and geolocation data.

Self-Service & Communication

Empower clients without compromising administrative control.

Messaging: Integrated portal messaging, status alerts, confirmations.

Documents: Access and forward daily/monthly statement, tax forms, other regulatory information.

Control Modes: Enable/disable fields or actions by KYC status or admin rules.

Benefits

Enforce strict permissions across support, compliance, and risk roles—no overlap, no blind spots.
Handle regulated data safely with encrypted storage and audit-proof blind confirmation workflows.
Access live OMS data to monitor and act on client positions, orders, and margin in real time.
Track logins and active sessions with full audit trails, timestamps, IPs, and location data.
Onboard, reverify, and segment clients with integrated KYC and role-driven access rules.
Reduce overhead with self-service updates to KYC, credentials, and communication settings.

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account management