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. 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. You can also arrange how frequently different types of reports are generated.
This system includes a back office, trader’s room, and copy trading software that can be connected to all favored trading platforms like MT4, MT5, or cTrader. Forex CRM is one of the main things that helps brokers to differ themselves from each other. B2Core, one of the most sophisticated business Forex CRM systems available, Build An App Like Exodus Cryptocurrency Wallet 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.
Forex CRM: Sales module
Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry. Our commitment to innovation and customer satisfaction sets us apart as a leader in the field. AltimaCRM is not just a tool for brokers, but an all-in-one marketing and data platform.
Along with excellent tools for technical and fundamental analysis, the platform provides advanced financial trading features. CRM TradeTools FX is a solution integrated with multi-market platforms MT4 and another trading platforms. Connect whitelabel for clients for MT4, FXGO and another trading platforms in multi-account mode. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5.
Over 150 Forex specific third party plugin solutions available in the scale marketplace, here are just a few
As a result, forex brokers’ ability to operate their operations and boost their profit margins is greatly enhanced by using forex CRM. Additionally, to better serve your customers and integrate your current front-end, a customer relationship management system is an absolute need in today’s increasingly dynamic market. Salesforce engages clients, offers good customer service, and allows mobile work. Salesforce has built its client relationship based on trust, innovation, and equality. Salesforce provides services to various industries, for example, manufacturing, engineering, health care, education, and construction.
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. This is especially useful for brokers that use a commission-based system for their managers, promoting transparency in Forex CRM software. Its convenient and easy-to-understand interface is perfect for beginners and is cross-platform compatible with various operating systems. MT4 also offers real-time financial alerts and tools, providing updates on market events, interest rates, and geopolitical developments. Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business.
Complete Solution for Forex
Harness the power of AltimaCRM to develop or streamline your operations and recruit a worldwide client base. MT4 offers over 2000 custom and 700 paid indicators, while MT5 has unlimited charts. MetaTrader 4 is a simple and functional platform that suits both beginners and professionals, although it has advantages and drawbacks. All translated by real people and customizable on with a click of a button.
This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. 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. 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. Leverage Forex CRM Solution to boost sales and customer retention for your brokerage. MT4 historical data for backtesting is limited, potentially constraining traders seeking extensive insights.
Partnership (Forex affiliates in your Forex CRM)
Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business. Boasting intuitive UI and abundant features, this CRM solution is a front-runner in its industry, providing immense value to its users across different financial markets. UpTrader CRM is the ultimate software solution for brokerage firms, offering a variety of tools to manage customer relationships and automate administrative processes.
You can distribute funds from the wallet to all your trading accounts and withdraw them back. Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc. CRM TradeTools FX is a solution integrated with multi-market platforms MT4, FXNEXT and MT5.
Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders. Brokeree Solutions, a provider of MT4/MT5 platform servicing and forex solutions, announced the integration of its multi-server PAMM with Syntellicore CRM by Dynamic Works, licensed MetaTrader 5 application developer. Use the integration of Syntellicore CRM and Social Trading by Brokeree Solutions to launch copy trading with an intuitive trader’s room on your MetaTrader 4 or 5 trading platform. The MetaTrader 4 demo account is an excellent starting point for new traders, offering similar functionality to a real account but with the added benefit of trading with virtual money. MT4 CRM solutions can help brokers identify their best customers and target the audience with relevant campaigns.
- 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.
- Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc.
- For practicality, it is better to access trading accounts and demo accounts via Impact CRMs ‘front end’ and as part of logging in to the traders room client.
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. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. This solution was developed according to the increasing demands to track and overview sales managers’ performance, including calls, deposits, conversions, and more categories.
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. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. Reconcile KYC and data verification processes and step into the autonomous age with AltimaCRM. Synchronize with Google Cloud Vision Services to verify documents and customer sign-ups and eliminate any compliance bottlenecks. MT4 is available as a desktop software or mobile app, allowing users to open and close positions, monitor open and pending orders and modify stops and limits on open positions.
Ticket system integrations
Instead, look for a forex CRM provider that can introduce you to other service providers to provide assistance on different aspects of your business. When staff is enrolled in a customer relationship management system, communication with consumers becomes much simpler. The automated platform handles the majority of the tasks, so employees have more time to focus on critical activities. Transactions for each client are retained in their own account, and employees can check the history of any trader’s behavior at any time in the future.