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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. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities. 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. As a beginner, they provided me with all relevant information, and I contacted their customer support several times, and they were always helpful and patient. With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location.

crm fx

Several excellent systems with a wide range of functional CRM capabilities are available for Forex CRM software, but regretfully they lack technical support. It can occasionally take time for novice users to comprehend all the nuances and specifics of utilizing a new product. The ideal CRM system should provide customer support services round-the-clock to meet client needs. Leverate is a software developer for Forex brokers to organize trading on the Forex market. Leverate’s product line also includes many additional programs and services, which help coordinate full-service brokerage operations. Leverate has offices in Cyprus, Ukraine, Israel, and Hong Kong and is the provider of the most prominent brokerage solution on the market.

Live Support

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.

Gain easy access to all the most popular fiat currencies, сryptocurrencies and stablecoins. Wait for our official invoice from the official account department email id which is [email protected] and then do the payment. 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. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. The minimum tenure to continue the CRM subscription is 3 months, which is the first 3 months as we accept payments only Quarterly basis.

We Forge the Perfect Blend of Fintech Success Through Synergistic Solutions

In order to provide the possibility of prompt resolution of customer issues, Forex CRM providers must develop a functional system of comprehensive user support for the period of work with the product. This will expedite their learning of how to interact with the program and prevent negative experiences on the part of the customers. The importance of the security of trading and personal data cannot be overestimated.

crm fx

With CloudForex, back office processes, such as opening a live or demo account and making deposits/withdrawals, are easy and flexible. This tool contains features that will streamline daily operations, increase productivity and optimize workflow for results that exceed expectations. B2Core is an awe-inspiring CRM system poised to transform the way a brokerage firm conducts business. This is where an effective CRM system becomes invaluable- giving you access to encryption settings that ensure contact information remains secure and safe from data theft.

CRM Features

This ensures that whenever a trader talks to someone at your brokerage, the employee will be able to accurately speak to what’s happened with their account in the past. Back office solutions allow you to control your clients’ trading, deposits, and withdrawals. Keep up to date on KYC procedures for each client and launch practical marketing activities quickly with easy-to-use Configuration Management Activity interface tools. CloudForex is an innovative CRM platform with a range of advanced tools to support expansive operations. This CRM software unlocks the potential of Forex trading platforms, allowing customers to take advantage of their full capabilities with no volume restrictions. Furthermore, connecting additional platforms is simple and straightforward.

crm fx

Your business management gateway with more than 350 customizable parameters for your specific needs. Easily delegate duties with permissioned user roles with organizational hierarchy and even create an entire IB ecosystem that is unique to your brokerage. Fully integrated and synchronised with MT4 & MT5 so your clients can manage all accounts without logging in to the trading terminal. We excel at understanding your business and translating your needs and processes into a successful CRM solution that your users will use & love and bring your business processes to life. Design, launch and monitor prop trading challenges easily with our end-to-end solutions from onboarding and payments to live trading and funding, we’ve got it all covered.

Cutting-Edge Advanced Trading UI

Other customised support systems can also be integrated as per your requirements. Nexmo and Google are provided by default,
ensuring the highest standards of security and privacy. Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals.

  • With B2Core, you can help maximize productivity with target-setting and performance-tracking tools — segment customers into different categories to uncover the right markets for success.
  • 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.
  • LX CRM allows brokers to personalize the solution with custom dashboards and widgets, as well as offers various settings necessary for optimal performance.
  • You can do this by keeping detailed records of all communication with a client.

With the Sales Pool Module customers are automatically assigned to the various sales pools, streamlining the sales processes within the enterprise. The App Store is powerful yet easy to use, providing the ability to the Broker to change or expand the entire system in no time. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand.

MetaTrader 4 and 5 are popular among traders, but businesses must be aware of potential expansions into other markets requiring new platforms such as OneZero, cTrader, or Prime XM. A versatile solution should account for existing traders’ needs and future
growth possibilities. It is the first platform that offered STP trading for a wide range of traders and the only open source platform that allows brokers to fully customize the trading platform for the clients.

crm fx

For decades, the Forex market has been a gold mine that has enabled brokerage houses to unlock their potential and conquer this niche by outshining their competitors. To choose the best CRM for FX Brokers, it is essential to conduct an appropriate comparative analysis based on evaluating the criteria mentioned above. It is also worth remembering that choosing the right solution will help your brokerage business reach new heights in the world’s most liquid and popular Forex financial market. Brokerage business CRM should offer a high level of system flexibility, which means the ability to integrate third-party services and applications to expand the platform’s potential, which its users will certainly appreciate. In addition, CRM must satisfy all customer data management requirements. The best Forex CRMs on the market create detailed reports that include personal, trade, compliance, marketing, and other users’ information in real-time.

UpTrader Forex CRM system

B2Core facilitates businesses to focus on customer feedback and swiftly address issues. It offers a knowledge-based platform that can be modified according to needs, allowing clients to resolve minor concerns independently. Crucially,
this Forex CRM  guarantees security and reliability with many servers around the work and many layers of security from attacks and malfunctions — allowing business owners peace of mind when accepting payments online. Brokers looking to expand their business need a Forex CRM compatible with the leading trading platforms.

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. Sales SupportMaking it easy for sales agents and IBs to generate and nurture leads is a central part of any CRM.