Forex CRM System Advanced CRM and Back Office Solution

Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. A financial technology crm for forex provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. Finalto 360 is a turnkey trading system that comprises 5 modules and 1 next-level platform. Brokers get a multi-asset platform available for both web and mobile devices.

Cloud-based or built in-house by a broker’s own team of engineers are the most common options for SaaS (software as a service) solutions. When you’re offering similar services to other forex brokers, a good CRM and customer support can make all the difference in attracting leads and reducing churn. FX Back Office began as a pipe dream between a few highly experienced friends who knew they could revolutionize the FX brokerage business’s day-to-day running. The majority of the company’s sales staff, managers, and directors have been involved in the industry since 2007. The core team of directors involved with the FX Back office have had extensive experience working for Forex brokers.

Trading Platform

Our FXOD CRM has been developed to allow your CRM and custom portal to be fully operational and integrated without any IT development. Create and upload any agreements you would like your clients to accept. The Skale SAAS system has been developed to allow your CRM and Customer Portal to be fully operational and integrated without any IT development. A feature-rich matching engine developed by B2Broker for high-loaded exchanges with a large number of clients.

• You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications.
• It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise.
• Moreover, CRM integration with other systems should be straightforward so you can ensure it will accommodate your organization’s changing needs without any hassle.
• 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.
• It is conceivable to build a system in-house over the next few years, but this would need a significant initial capital investment as well as continuous maintenance expenditures.

Client Registration, KYC, Deposits, and Withdrawals are attended to by the Operations Staff. Multi-Level IBs system enables Brokerages to exponentially grow their Trader Database. Brokers set the Commissions Settings in an intuitive web interface and are able to see instant feedback. On the IB side the interface incentivizes IB Registrations and streamlines Referrals.

As an administrator, you decide which mode of operation is best for your company.

Help your affiliates and introducing brokers drive business to your brokerage and automatically calculate multi-tier commissions. We can integrate any two-factor authentication settings or providers. Nexmo and Google are provided by default,
ensuring the highest standards of security and privacy. Deposits, withdrawals, trаding activity and any other custom reports can be created and automatically sent to your email. Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution.

We became an influential force in the Forex market and maintained our position at the front line of brokerage technology. FXOD CRM can easily be integrated with various trading platforms like tradesoft WL solutions. Intuitive CRM interface allows you to find everything at a glance starting from the inbox. Our system interface is a product of many years of improvement following many top industrial leaders.

Social trading, or copy trading platform

Using the initial momentum to develop the solution further as to sell into large enterprises, setup multiple brands and other financial institutions, it became a game changed for the company. Forex CRM Platform – the Skale technology stack is finance-specific and designed to support customer acquisition, sales and management. The importance of customer support can’t be overstated, whether you have your own brokerage, exchange, wallet, e-commerce website, or any other type of user-oriented venture.

B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners. 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. A Cyprus-based Forex Brokerage Technology firm that specializes in the provision of a forex CRM system, known as SyntelliCore. The business also has offices in Limassol, Cyprus, and London, United Kingdom. Dynamic Works is a MetaTrader 5 Application Developer with a valid license.

List of all clients/partners

The company’s goal is to equip business owners with innovative solutions that stand out from the crowd. Finalto has launched a number of products, one of which being forex CRM software. Ultimate 360 is a complete trading system that consists of five modules and one next-level trading platform.

We at B2Core are pleased to announce the new major update for our CRM platform, which will address the needs of financial institutions for enhanced capabilities and more efficient workflow. WebSDK – Sumsub front-end integrated into B2Core front-end and adapted to the client’s colours so the flow is as smooth as possible when passing the Liveness check. Retrieve all your financial records from your financial operations recorded under a user-friendly table inside the B2Core space. A platform combining the features of margin and spot trading in one system powered by B2Broker.

About Cloud Forex CRM

API – integration with the data passed from server to server and the front-end being on the B2Core side. We have developed a unique User Interface for the platforms shown below and continue to expand our list. We’re a little biased towards our own software, CurrentBusiness, but no matter what FX CRM you choose, make sure to ask about these features before you make a commitment.