Forex CRM – Easy Management of your Broker and Clients
As part of our integrated system, brokers can keep track of their traders and business directly in the CMS interface with our in-house developed Forex CRM. The CRM includes all relevant operations, from client account opening procedures to financial management and trade reports. The CRM is integrated with MetaTrader, cTrader or any other platform.
The Trader Room is part of our full web solution and work seamlessly with all other components. It will be designed to fit the look of your website and brand.
CRM Highlights
- Enhance client acquisition and retention.
- Designed and built for use in the Forex industry.
- Manage demo and account opening and IB registration.
- Manage client account opening procedures and documentation.
- Allow automated deposits and withdrawals.
- Deposit and withdrawal management and reporting.
- Send emails and newsletters to clients and groups of clients.
- Integration with MetaTrader, cTrader and other platforms.
- Add and manage account curriencies.
