Client onboarding that feels calm, not improvised.
Capture registration data, KYC/KYB materials, address proof, receiving accounts and source-of-funds files through a structured client portal.
ceexdy OS for modern payment operations.
A clean SaaS operating layer for client onboarding, document review, payout workflow, quote control, agent management and audit-ready settlement operations.
Compliance workflow
Role-based operations
Settlement visibility
ceex dynamics packages practical payment-operation experience into a polished SaaS system for teams that need structure, visibility and control.
Built for payment companies, OTC desks, family-office service teams and compliance-led operators.Less spreadsheet chasing. More controlled execution.
ceexdy OS connects the people, documents, approvals and financial instructions that usually live across chat groups, folders and disconnected admin panels.
Finance request desk
Create payout requests, attach evidence, track status and keep transaction details inside the system.
Compliance review
Separate document review, risk flags, supplement requests and final compliance release.
Agent commission layer
Dedicated invite links, client attribution, commission rules and restricted partner visibility.
One platform, five operating spaces.
Client portal, finance operations, compliance review, admin approval and agent portal are connected through a single workflow model.
Designed for sensitive money movement operations.
The product is built around approval discipline: clear role boundaries, document evidence, quote confirmation, settlement notes and audit history.
Dual approval paths
Document completeness
Risk-level tagging
Quote and fee control
Agent attribution
Operation audit trail
Transparent SaaS licensing.
Three simple tiers for hosted access, annual operating use and private deployment.
Launch
For teams that need a clean hosted workflow for onboarding, review and payout requests.
$999/ month
- Client portal
- Admin roles
- KYC material upload
- Basic approval flow
- Agent invite links
Scale
For operating teams that need fuller management visibility and yearly SaaS access.
$9,999/ year
- Everything in Launch
- Commission module
- Audit dashboard
- Workflow configuration
- Priority support window
Private
For institutions that need isolated deployment, bespoke controls and stricter boundaries.
$199,999deployment
- Private deployment
- Custom roles and limits
- Data isolation design
- Integration support
- Executive delivery plan
Make payment operations look as controlled as they are.
ceex dynamics presents ceexdy OS as a SaaS infrastructure layer for serious operators who need cleaner workflows, stronger records and a more credible product surface.