Forex CRM Trader’s Room Forex Back-Office Software

FX Mobile Apps Our services are not limited to only web based applications, we have also extended the client interface to mobile applications.Get your app customized for both Android and IOS. The product provides ready-made integrations with Zoho and Microsoft Dynamics CRMs. If necessary, you can connect any other CRM software with help from our technical department. Trader’s Room includes both admin-side and client-side safety features to ensure comprehensive protection for data and funds.

Those reports can help you determine how to best market to and re-engage existing clients. The software should also record all the activities of partners and other administrative users so that you can track their work. FX Back Office provides a CRM for Forex brokers that provides friendly conversion tools, simple partnership management programs, and a client cabinet.

The affiliate module is the best marketing tool in FOREX and cryptocurrency space. Deposits, withdrawals, instant transfers and everything you need for the ultimate trading experience with B2Core. We have already onboarded many industry leaders with our cutting-edge technology! It is a highly centralized online market that is accessible from any part of the world. Total transactions are made in this market for around $6.6 trillion per day. As Forex Business is becoming popular, day by day more people are being attracted to this market.

Excel reports

Our main objective at FX Meta Tech is to make sure that each one of our clients has the system they are in need of. FX Meta Tech provides total start-up solutions for a new Broker it offers a number of additional rich features and other services. However, in the case of existing Brokers, we also have services & modules to maintain and improve their operations. There are over 300 native payoffs, from OTC and listed, to flow and complex products.

Once connected, you get a fully controlled system that allows you to securely receive end-user funds, as well as provide you detailed reports and analytics, and much more. Integrations with Scorechain and Bitfury’s Crystal allow blockchain-processed forex back-office software payments to be analyzed for illegal activity. She was not afraid of working and never passed the responsibility onto others. Taiwan, on the other hand, introduced a ban on cryptocurrency payments, as China did a year earlier.

In this part, we gather common questions about Forex back office trading software providers. Usually, traders have many back office-related questions and here we assist in that. In a dynamic financial world, running a financial firm can be tiresome without technology. Your clients rely upon you for major financial https://xcritical.com/ transactions and this makes them paranoid about security and service efficiency. With the help of an integrated Forex solution, you can provide your clients with superior service standards and offer them complete peace of mind. B2Core is already integrated with major trading platforms on the market.

How Forex brokers make money

The broker can also see the running / closed trades by the clients with an informative overview. Whenever a client request for deposit/withdraws/internal transfer, the broker can manage the request or automate the request from here. Client data is kept under our secure & highest security hosted environment. The back-office is assimilated to your business needs, making it an easy-to-manage tool. Rich & fully customizable informative dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Finally MX.3 supports DevOps and continuous integration, so that multiple developer tribes can build, test and continuously release changes in production.

Therefore you can set such a rule to show new clients certain payment systems that accept new clients but charge high commissions. As well you can show another bunch of payment systems for old clients with lower commicions. Your partners can see all their clients, trading details, their money, and their activity. We take pride in announcing that we have a proven track record of helping brokers with all the technology they need to set up and operate highly efficient brokerages.

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360-degree view & control of incoming deposit/withdrawal requests from your clients, you are effectively minimizing the processing time and thus increasing client satisfaction. • Solutions are embedded into a single integrated platform that covers best-in-class features in all asset classes. The connection was designed to enable Brokers utilizing FX Back Office to provide the Match-Trader platform to their customers. Match-Trade Technologies debuted the Match-Trader complete server solution earlier this year.

You should be able to upload and store documents to verify the identities of your clients. To know when documents must be updated, select the software to specify an expiry date. Launch your own crypto exchange or crypto brokerage in the shortest possible time. Skip the complex process of developing, testing and investing huge amount of time and money. However there are cases where, mainly established Brokers, have existing procedures and logic that they wish to maintain and improve. Out team works closely with you to ensure that your staff and your customers feel that they have a system that makes their life easier.

“We limited the ticket resolution time to 48 hours, with 6 hours to first response for non-urgent questions and 1.5 hours for urgent ones. The speed with which we are working has increased and the number of support tickets has decreased. We don’t feel the need to monitor all the chats anymore and manually go through urgent and non-urgent tasks.

Higher Productivity:

Back office software should allow you to track the balances of all client accounts within your financial organization. It should also let you transfer funds between multi-currency accounts for clients, add credits and rebates to clients’ accounts, and issue refunds to clients. Monitoring and managing account balances will ensure that you can help clients who have questions about their balances. Before you sign-up for their services, you need to make sure they’re really offering comprehensive back-office functionality.

• A game-changer, FX Back Office’s forex CRM offers unparalleled levels of control, flexibility, and security to brokerages around the world.
• It should be mentioned that copy trading is very popular with newcomers on financial markets because it allows you to get good trading results by copying from experienced traders.
• Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities.
• A feature-rich matching engine developed by B2Broker for high-loaded exchanges with a large number of clients.
• When paying by card or through a popular EPS , no special skills are required to transfer money, all the fields are familiar, processes are automated, crediting is predictable.
• At the same time, the administrative module provides the highest level of security and generates detailed reports on demand.
• The most common types of reports include client wallet reports, registration details, deposit and withdrawal operations, broker-dealer trading operations, etc.

Your back office software should let you create trading account groups that connect to the trading platform. This connection will enable you to establish fees, commissions, and rebates within your software so that reports and payments are more accurate. Back office forex software must include the ability to manage which actions different users can perform. Although you should have the ability to transfer funds for a client, not all administrators and partners need that ability for every client.

bespoke forex CRM

Rebates calculation based on stop trading platforms, marginal trading platfomrs, converters and many more. A customer management, verification confirmation and ticketing system for your support service which also includes many other useful features. Give your clients the opportunity to check their trading forex back-office software activity and analyze the key metrics inside the B2Core trader’s room. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. Choose a back-office that is capable of properly calculating and paying partners discounts and charges.

You can also change the generation frequency for different types of reports. FX Back Office’s CRM offers a wide range of tools to address the challenges faced by companies in the forex industry. There are several reasons why brokerages need a Forex CRM. They perform many functions including simplifying compliance, removing manual workload and ensuring a brokerage is operating effectively at all times.

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“Dubai has always been a hospitality place for the Fintech companies and we are happy to come again this time in Dubai at the Expo that is hosted by our friends Fazzaco.com. We hope to meet our clients and partners there to discuss our projects and strengthen our relationships”. Satisfied employees, customers, and managers are the key to customer loyalty and sustainable development of the company”. “The root of the problem leading up to this situation was the way requests were handled by the support team”says Project managerUpTraderElena Pinchuk.

Your software will make it easy to set stopout levels and automatically implement them to reduce a client’s risk. Launchfxm.com is neither a broker nor a liquidity provider and does not hold client funds Brand logos mentioned on this site could be/are owned by the respective companies and not by Launchfxm.com. UpTrader Forex CRM for brokers includes admin module, back office, trader’s room, sales module, bonus and partnership program, more than 50 payment systems.

The Gateway to Your Trading Ecosystem

Now integrated with UpTrader CRM. We are very happy to see that more and more brokers are choosing to work with cTrader. Second, cTrader’s policy is to keep order execution transparency under control. It is impossible to manipulate prices because they do not allow editing the databases. We think that the desire for transparency is a positive market trend. Prop traders working for prop firms are usually subcontractors, as opposed to traditional brokers hired by the company.

User access management

Thanks to this service, brokers who already have a website and MetaTrader will be able to instantly launch the CRM. The brokers could test core CRM features without any fee as well as accept and serve new clients right away. It should be mentioned that copy trading is very popular with newcomers on financial markets because it allows you to get good trading results by copying from experienced traders. In this case, the prop trader takes up to 70% of the profits for their speculations, while the company itself gets 30%, even though it provides the money and takes the risk. About Company Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry. The TickTrader Trader’s Room software package is delivered with ready-to-use integrations with the most requested trading platforms on the market – MetaTrader 4, MetaTrader 5, and TickTrader Trading Platform.