Custom Trading Portal For Easy Trade & Portfolio Management

AI-driven Impact CRM provides all the features your Forex business needs. The client wanted a clean platform they could give their clients to handle their trading portfolio. For their customers, they wanted functionalities like creating accounts, selecting currency, depositing, and withdrawing funds. They wanted to automate specific tasks and reduce the manual efforts of their staff through CRM. Salesforce engages clients, offers good customer service, and allows mobile work.

custom forex crm

Unlike in MAM, the trader in Social Trading does not have direct access to the investors' money. This means that the trader can only trade with their own money, which limits the amount they can trade. For example, let's say there are three investors, and each has their own account.

Email Marketing

Custom currency properties will always reflect theCompany currency setting. As a responsible company, we provide all these conditions for you at the best price. Here are a few points to pay attention to when choosing the best FOREX CRM solution. Manage IBs and affiliates effortlessly, offer custom and unique promotion links, and flexible and automatic rebate modes.

custom forex crm

Use our AI-driven CRM to take control of the Forex customer journey and change the way you interact with your customers. So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration bet ... It integrates Email, SMS, social, and push notifications all together under one powerful CRM to ease automating marketing for small and medium enterprises. Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals.

Skale Marketplace​

With the addition of Spanish, UpTrader's CRM software now covers a wide range of languages, enabling brokers to serve a diverse clientele from different regions around the world. The multi-language platform allows traders to interact with brokers in their native language, creating a more comfortable and personalized experience. Partners can also take advantage of our rebate system by selecting the default rebate program. We also offer various settings for brokers, including the ability to view phone numbers and email addresses of clients who use partner code, as well as access to the SUB IB tree. This feature provides partners with greater flexibility and transparency in managing their rewards, allowing them to better align their efforts with the goals of their business. With the Bonus Coefficient, partners can now focus on bringing in high-quality clients who will make substantial deposits and trade frequently, without having to worry about the impact of bonus funds on their rewards.

custom forex crm

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. According to UpTrader CRM is the ultimate software solution for brokerage firms, offering a variety of tools to manage customer relationships and automate administrative processes. 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, and cTrader.

Forex Back Office | Your staff

A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. A Forex CRM is therefore a main consideration for a professionally run business, enabling you to efficiently handle all your clients needs and one which will ultimately help you get the edge over your competitors. With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control.

  • Regulate the funds that are being used by the clients in your banking system.
  • For example, let's say there are three investors, and each has their own account.
  • It offers a complete package of sales, marketing and customer service, and these are some of the critical things treasured and most needed by insurance companies.
  • The traders worldwide would need brokers to allow them to trade on their platform.
  • We understand that some partners prefer more control over their rewards, so we also offer the option to require back-office approval for all new rewards.
  • There is also a back office, trader’s room for clients and various Forex trading activity reports.

Forex leverage is a common tool used by traders to increase their potential profit or loss from a trade. Leverage allows traders to open positions with a much larger amount of money than they actually have in their trading account. This is made possible by borrowing funds from the broker and using them to open positions. There are lots of exciting social trading solutions to help your clients start earning money. Just let your clients choose strategies and get profit easily by copying orders. Our trading platform provides market data for a wide range of assets, including FX and CFDs on Equities, Futures, Indices, and Digital Assets / Cryptocurrency.

Customizable Traders Area

Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time. Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes. Activate automated onboarding workflows that assign new leads to the right sales representative forex crm and reduce 1st contact times. We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2Core. You will indicate us the desired colors in addition to the logosin order for us to create a solution of your dreams.

custom forex crm

The functionality of the FX CRM system consists of features based on the classical CRM software, but with an emphasis on trading and all the interconnecting elements that provide easy access to it. We have a team of 30+ dedicated developers that are working on B2Core improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates. Know-Your-Customer is an important procedure for any broker and exchange. We offer ready integration with the leading global KYC providers and can integrate any additional ones. Rebates calculation based on stop trading platforms, marginal trading platfomrs, converters and many more.

Download Product Guide

Let's say a trader has an account and several investors have invested money into it. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5. Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients. Receive the most recent breaking news, case studies, research, offers, and product announcements from Devexperts. In our list of case studies, there are projects for different financial markets, geographical areas, regulations and asset classes. We also offer the flexibility to build mobile or web front-ends for custom or off-the-shelf third-party OMS.

Retain Customers

Use smart lead routing rules to automatically pass leads to sales staff so that they can quickly reach out to warm prospects and convert them while interest is high. Calls can be placed, documents checked and much, much more, all from within the CRM, creating a single piece of software that can do everything you need on a daily basis. We will provide you with detailed instructions on what needs to be done in order to send us these details. For each event that occurs, there will be a detailed view of all account details and the listed procedures of the event. Create custom procedures for every event type so that after the event has occurred, your team will know what to do and can take immediate action.

Custom Trading Portal For Easy Trade & Portfolio Management