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.

Cloud Forex CRM 2.0 that Deliver Profits

We have developed a unique User Interface for the platforms shown below and continue to expand our list. Dozens of tables filled with analytical information regarding client statuses, activities and actions made inside the solution, combined with advanced admin functionality over the front-end. A platform combining the features of margin and spot trading in one system powered by B2Broker. The platform reduces inefficiencies and is built for the maximization of client value and operations. B2Core is already integrated with major trading platforms on the market. Your ideal forex CRM will manage data, client interactions, IB administration, marketing activities, and staff performance, all in one place, making it the go-to platform for anyone at any level of your organization.

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• Forex CRM - The CRM for Forex Brokers | Integrates with MT4/5!

This makes it not just essential, but definitive for any forex brokerage to have an efficient forex CRM. The CRM of your forex brokerage now plays a pivotal role in defining the success of your brokerage. Generate various insightful reports and customize them to see the numbers that are most important to you. Thereafter, automate all approval processes by delegating these tasks to your compliance team.

Forex CRM Solution | Brokerage Business Solution | FOREXCRM |

This lets you gain full access to all trading information such as customer balances, withdrawals, deposits, and other risk indicators. This function allows the admin to assign needed rights and permissions to the staff so that the work could be managed effectively. Is your Fx brokerage partnering with multiple fund managers, introducing brokers, and other affiliates? Track and automate commissions under the multi-tier management system to ensure the transactions are error-free.

Assign role-based access to all your partners so they can manage their customer data effectively.

Forex CRM | Forex Traders Room | Multi-level IB System and IB Portal

Furthermore, the comprehensive dashboard allows you to glance at all trading activities, payments, withdrawals, profits, performance and more. What is it that makes finding the most effective resolution in your foreign exchange brokerage administration needs such a pivotal point of concern? The reply lies in the precise nature of the forex trading market itself.

This makes it troublesome for them to differentiate themselves adequately from their rivals and stand out from the group in the eyes of potential clients.

Flexible, customisable CRM

Ion Enterprise Technologies Ltd is a number one global supplier of totally customisable, built-in enterprise administration software program. We serve growing, midsize and enterprise purchasers with browser-primarily based software options, giving you the responsive tools you forex broker crm need to manage your operations with maximum effectivity. We are a service provider company that delivers the new innovative services and cost effective solutions. All of this to offer a seamless deposit experience for your clients.

CRM XCritical: customer service automation

Our ECN liquidity solution is based on ultra-fast matching engine technology, which guarantees no requotes, no rejections and no last look execution. Skip to content Features Open Demo.

• Why choose Cloud Forex CRM?.
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• How to choose the best Forex CRM for brokerage?

Investors: Create an account and make a deposit Subscribe to a master account and detach at any time View money manager account statistics. All transaction. BackOffice is Admin Back-Office panel which is a complete suite of broker management tools includes compliance. With the aid of our CRM, you can manage all of your client database and their transaction and trading actions..

Forex CRM is not just a CRM which allows you to manage your client's its a total business management software which allows you to do marketing works, manage clients, manage Ib's and manage your Staff and their works too. It's a total business software to manage our entire Forex Broker Business. Under a secure login, your clients will be able to sign up for a live or demo account, upload documents, make deposits and transfers between accounts, request support, live chat and much more.

Everything can be demonstrated live!

All transaction, deposits and trade volume are calculated automatically. BackOffice is Admin Back-Office panel which is a complete suite of broker management tools includes compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, deposit withdraw requests management, staff management, staff task management, admin grouping, reporting, support ticket management, notifications and more. Another version of admin back-office with the limited feature it's for staff with limited feature.

With the aid of our CRM, you can manage all of your client database and their transaction and trading actions which helps you to keep the cycle running.