Then, enable traders to make quick deposits using any of the major payment service providers that come pre-integrated into the platform. Equip your team with the Forex marketing tools they need to thrive and grow. Altima CRM ensures any team offers better service at every touchpoint in the customer journey. Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general.

  • Back office forex software should make it easy to store and maintain clients’ information and personal data.
  • Forex CRM system is an ideal combination of all advantages of classic CRM platforms and powerful functionality of additional services designed to provide the best trading experience in the financial markets.
  • CurrentDesk is a complete broker management platform with a CRM (customer relationship management) system built specifically for brokers.
  • Since 2012, PLUGIT has led the line in smart Forex trading technology that makes a tangible difference to Forex brokerage businesses worldwide.
  • We use encryption, access controls, and regular audits to ensure its protection and minimize any risks.

Offer your White Labels professional trader management systems to help them grow faster and be more profitable. A platform combining the features of margin and spot trading in one system powered by B2Broker. Create multiple customizable Registration groups and platform links for increased conversion and client Retention. Reconcile KYC and data verification processes and step into the autonomous age with Altima CRM. Synchronize with Google Cloud Vision Services to verify documents and customer sign-ups and eliminate any compliance bottlenecks.

Partnership (Forex affiliates in your Forex CRM)

Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders. Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner. Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction. Connect multiple platforms and process deposits, currency conversions, and managed account allocations with ease. A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions.

Manage general settings

Manage leverage and exposure, and have your risk monitored and controlled on the fly with our dynamic tiered leverage and margin solution. Reduce human error and improve efficiency by building automation into your risk management, giving you greater control of your operations. If you start a new company, you can buy a new MT4 White Label or MT5 White Label or renew a company that already exists. Trading platforms МetaТrader 4 and МetaТrader 5, created by MetaQuotes, are sophisticated and innovative trading technologies. If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you.

custom forex crm

When your CRM integrates with payment methods, like bank accounts, Skill, or Neteller, payments are immediately processed, so clients don’t have to wait. Compliance toolsTechnology that helps financial services companies address regulatory challenges, often called RegTech, should be built in to a good forex CRM. Look for software that allows you to manage KYCs and track whether or not clients have submitted the appropriate documents. Consider how you’d like a CRM to help with KYCs, and ask whether the tool is capable of that during a demo. Integration with an auto KYC provider like SumSub is a hige advantage. PLUGIT is a certified provider of trading technology solutions and services to the global financial trading industry.

How am I bound for the CRM contract?

Know Your Client (KYC) rules help prevent money laundering and are the most common regulations put in place by governmental financial authorities. Your forex firm’s crm security advice back office software needs to include a KYC module for enforcing compliance procedures. It should let you upload and store documents to confirm clients’ identities.

Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms. In addition to viewing general information for clients, you also need to be able to view and manage the balances in their https://www.xcritical.in/ accounts. 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.

CRMs for fx brokers can also reduce overhead by making it easier to manage KYCs and track important data. When you choose an FX CRM, make sure to consider your brokerage’s needs and ask specific questions about the software during a demo. Choosing the right CRM can make a big difference not only in your profit margins, but also in how easy it is to do your job. 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.

custom forex crm

It should also include partner tools so that IBs can help their own clients. Allowing partners to directly access your software will make it easier for them to do their jobs, and using the software to ensure they’re paid the correct amount will help you retain good IBs. Altima CRM is not just a tool for brokers, but an all-in-one marketing and data platform. Shore up any Forex operation with multi-level IB management, flexible reporting, and auto KYC & compliance.

Integrations with VoIP Providers:

The Forex CRM program provides a powerful set of tools that combine the benefits of a CRM tool with the features and functionality of a full Forex trader’s room. As a result, Forex CRM features the following key segments to improve the efficiency of any business. We will also look at the key elements that make up the ecosystem of the FX CRM software. In addition, you will learn about essential criteria for evaluating a reliable Forex CRM option for your business and get acquainted with the top 5 FX CRM solutions on the market.

Utilise a multi-level system that collects and processes data to refine any approach. Run A/B tests, get continual real-time data updates, and visualize your global network impact. White label customizationYou want a consistent brand image and voice across your website, social media profiles, and your client portal. To achieve that consistency, look for a CRM that lets you customize the trader’s room with your own logo and color scheme. Then, when clients log in, they see the branding that is familiar to them, which makes your brokerage look more professional. Minimizing potential downsides with effective risk management can lead to optimized business decisions.

We seamlessly integrate any third-party APIs, our system to any platform and of course deploy it to your own server for a more secure effect. Currently, we already have 5 languages integrated apart from English, if you need any other languages to be integrated, we will get it done for you with no extra cost, provided you give us the translation. The minimum tenure to continue the CRM subscription is 3 months, which is the first 3 months as we accept payments only Quarterly basis. If you want to discontinue after 3 months, you need to inform us at least before two weeks of the expiration of the first quarter.

The company positions itself as a professional Forex CRM provider with years of experience in the Forex industry. Firstly, it is a CRM system and back office for financial business, which are designed to provide full and comprehensive control over the trading activity of users as well as to generate detailed reports on its results. The company also offers access to an IB and affiliate portal, as well as a percent allocation money management system (PAMM) and a B2B help desk. 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.

custom forex crm

Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage. Expand your clients’ trading opportunities by connecting to crypto liquidity, providing them with the most competitive earning possibilities. In this case, you can be sure that the company is serious about the product and dedicates 100% of its time to it, building their entire business around it. Secondly, you can be confident that the product won’t halt its development at the MVP stage. And the earlier you start working with the company, the likely cheaper the product will be for you, and you might even get a chance to participate in the enhancement of its features. In UpTrader, we are open to discussing modifications or development of certain features.

The wallet is designed to make it easier for you to manage your finances. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. There are lots of exciting social trading solutions to help your clients start earning money.

It integrates seamlessly with all your platforms and providers and it’s ready to help you process leads the minute it’s deployed. CurrentDesk is a complete broker management platform with a CRM (customer relationship management) system built specifically for brokers. Using a fully integrated VoIP system, agents can rely on Altima CRM to call and communicate directly with customers.