Forex CRM

Our Forex CRM has a powerful yet accessible, operational, sales and marketing software suite tailored specifically to brokerages. User can access client data, account activity, equity and P&L in real-time by connecting to any API, supportive trading platform, or back end.

Modules including in the CRM:

MULTI-ASSET MANAGEMENT (MAM)
Overcome platform limitations and provide accurate allocations, automate performance and management fee distribution; and calculate high-water marks with a plugin free and platform independent MAM.

REVENUE CALCULATION
Broker revenue reporting includes: commissions, spread markups, transaction fees, conversions, and dealing desk revenue.

TREASURY
Get ready to accept more deposits by provide an enhanced portal that streamlines client funding and allows admin managing deposits, transfers and withdrawals efficiently.

PLATFORM INDEPENDENT
All data is stored in a universal format with defined business logic applied to it. The system works with any trading platform that offers standard API protocols.

ADMIN BACK OFFICE
The admin back office is a complete suite of broker management tools including: compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, requests, reporting and more.

PARTNER BACK OFFICE
Increase efficiency by providing partners the ability to manage and close clients with a specifically tailored version of the back office.

CLIENT PORTAL
Clients can deposit, withdraw and convert funds, request internal transfers, upload documents, create accounts, join managed programs and more.

CLIENT RELATIONSHIP MANAGEMENT
Full complement of CRM tools including: real-time data, lead management, client details, marketing and email tools, referral links and more.