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The Breeze Customer Portal is a comprehensive web-based dashboard that provides a user-friendly interface for managing your Breeze integration. Built on top of the Customer API, the portal simplifies complex administrative tasks through an intuitive interface, making it easy to monitor funds, manage users, and oversee your entire Breeze deployment without requiring technical expertise. Whether you’re setting up new funds, monitoring performance metrics, or managing user access, the Customer Portal streamlines these operations with visual dashboards, automated workflows, and real-time insights that help you maintain optimal platform performance.

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Key Features

Fund Management

Create and monitor funds with real-time performance tracking, risk analysis, and comprehensive portfolio insights.

User Administration

Manage user accounts, API keys, and credit limits with automated onboarding and user lifecycle management.

Analytics Dashboard

Monitor system-wide statistics, track fund performance, and generate detailed reports for strategic decision-making.

Security Controls

Advanced security features including API key rotation, access controls, and audit logging for compliance.

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Get Started

Continue Reading About Functionality

Explore detailed documentation about portal features, workflows, and advanced configurations.

Try It Out

Access our demo environment to experience the Customer Portal’s capabilities firsthand.