It aids you to monitor new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance and Marketing capabilities. This module is used to centralise a client’s information and group all trading accounts of a client. Your partners can see all their clients, trading details, their money, and their activity. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards.

It’s also equipped with powerful analytics capabilities for making the right business decisions or helping your customers keep track of their trading progress. Forex brokers function very differently from other financial services providers. They need to interact with and engage thousands of traders on a daily basis.

• With this pioneering program, you aren’t just able to start the business, but also able to run it with full perfection.
• Finalto 360 is a turnkey trading system that comprises 5 modules and 1 next-level platform.
• Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.
• Multiple Trading Accounts from multiple trading platforms can be integrated with one Customer Profile and Wallet.

In 2008, the company changed its business activity and started to develop and sell products to Forex brokerage firms and other financial institutions. One of those products was a quote source that the company said was fast and accurate. The company sold the quote source to brokers who needed to gain the necessary knowledge of market conditions. Leverate continued by developing specific products for risk management and mobile trading.

We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels. All Profit Center FX products are subject to intellectual property rights. The complete list of information on this site is protected by copyright laws. All information belongs to Profit Center FX legally and is its intellectual property – hereinafter referred to as IP. Website visitors are prohibited from making copies, linking to content, posting content or uploading data to external resources. In this particular vertical, keeping the high speed of transactions is essential.

Select the best package among Standard, Advanced, and Enterprise options and get a customized WL CRM solution that is ready to drive your
business to new highs. Excellent CRM system and custom finstech solutions software development. They offer honesty service to the customer
when we have a trouble they get quick response and solution for us. We design a completely reliable Best Forex CRM Solution for Forex Brokers & Traders. PheasanTech Forex CRM gives you a totally secure, customized and scalable forex CRM system that will allow your team to achieve the targets, within given timeline. Our technical team will install and integrate all of your brokerage components.

It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use. Sage CRM provides customized services depending on your business requirements. Click on the “Request a callback” tab to get contacted; by a customer representative, fill in some basic details, and get a price quotation for your CRM needs. It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. Other customised support systems can also be integrated as per your requirements.

The core team of directors involved with the FX Back office have had extensive experience working for Forex brokers. Forеx is one of the largest and most profitable financial markets today. For this reason, a Forеx broker business model is a very popular route, and with the advantage of being easy to setup, is the number one choice among our clients looking to start a successful revenue-generating business. A PHEASANTECH product, developed in 2016 to provide forex brokers & traders with a completely reliable solution that looks after the confidential information in a very organized way. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.For example, you can create a status system based on the deposit amount.

Monitoring New Leads- This is important for every business and forex is no different. We don’t need to tell you about the growing propensity of people across the globe towards Forex trading. A few years back, this was a recondite matter which was understood by only a few, but it’s not the same anymore. Today, we are able to gain knowledge about it through various sources and earn money using an application like Forex CRM.

Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability.

We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5. For instance, in the MAM mode, the manager trades using a common account, while investors monitor the trading operations and see profits in their account balance. Thanks to its relative simplicity and rich analytical tool set, most traders choose this terminal to make their first steps on the financial markets.

UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business. B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners. It combines rich functionality, an attractive user interface, and support for all devices running Android and iOS operating systems as well as Windows and MacOS operating systems. Finalto is a regulated global liquidity provider and prime broker based in the UK. The company offers clients resilient and tailored liquidity options as well as diverse software solutions for Forex brokers – including the reliable Forex CRM software.

All you need is login credentials for a manager account on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities. Such a solution plays the role of an advanced, high-end back office, empowering brokers to manage every process within a company. Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes. Business owners distribute
access to diverse processes, introducing diverse roles.

Finalto 360 is a turnkey trading system that comprises 5 modules and 1 next-level platform. Brokers get a multi-asset platform available for both web and mobile devices. CRM provides you with an efficient lead management system that tracks all metrics such as conversations, messages, follow-ups, meetings, webinars and phone calls. It improves the chances of successfully closing a deal by helping the salesperson with the relevant client data.