Best Forex FX Back Office and CRM Systems

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The wallet is designed to make it easier for you to manage your finances. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. You can distribute funds from the wallet to all your trading accounts and withdraw them back. Our domestic growth has been extraordinary, which confirms that we offer the most solid, simple and elaborated software solutions available established and solid. Syntellicore Traders Room can operate as a central Customer Profile and a single Wallet. Multiple Trading Accounts from Multiple Trading Platforms can be integrated with one Customer Profile and Wallet.

The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge. An innovative and eye-catching CRM system called B2Core aims to revolutionize the management of brokerage companies. Quickly and easily handle your customer’s enquiries, issues and requests. Leverage our powerful CRM solution to build lasting client relationships. Running a brokerage company or starting one can be complicated, but success is within reach with Forex CRM solutions from upTrader at your side. To achieve this, B2Core utilizes advanced systems that provide precise reports and statistics and compile and store information.

MT5 integration provides the same seamless connectivity and centralized management as our MT4 integration, with added features and functionality for advanced Forex traders. We are a premium broker solutions provider, dedicated to delivering a wide array of innovative solutions and services that enable Forex brokers and financial institutions to minimize risk and maximize growth. Retention of clients Create robust reports that inform your sales and marketing teams on which retention initiatives are succeeding and which may be improved. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5. For instance, in the MAM mode, the manager trades using a common account, while investors monitor the trading operations and see profits in their account balance. There are lots of exciting social trading solutions to help your clients start earning money.

Forex CRM systems

Additionally, ensure that the CRM provider has a track record of maintaining high levels of security and compliance. Most Forex CRM systems include account management, contact management, opportunity tracking, lead management, and support ticketing. Integrations with other applications, such as trading and email marketing platforms, are available in some Forex CRM systems. LX CRM is built in the fullest correspondence with brokers’ needs and helps business owners to upgrade their performance with inbuilt or integrated marketing and automation tools. Such a product enables brokers to connect SMS services, affiliate systems,
and other outer services to get a next-level system.

  • You can get a free trial for 14 days, and pricing starts at £22.13 ($29) per user per month and goes up to £75.54 ($99) per user per month, paid annually.
  • Your partners can get an overview of their clients’ money from the reports or from the charts on the dashboard.
  • SmartRebate® is a Syntellicore App which will transform both your CRM & Client Portal into a full-featured, powerful Rebate Management System for your IB Partners.
  • General features is our second category with the highest total weight at 32% of the total score out of five.
  • For instance, custom fields can be added to the dashboards that provide insights specifically relevant to your forex brokerage.

First, we provide paid placements to advertisers to present their offers. The payments we receive for those placements affects how and where advertisers’ offers appear on the site. This site does not include all companies or products available within the market. Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience. Syntellicore is integrated with an intuitive Trader’s Room, it can be customised to match the Broker’s exact business model and optimised to match existing complex procedures through a user friendly approach. DGM RemAPP is a solution that delivers the MetaTrader Terminal in a SaaS format, with possibly less than 1ms latency; operable on iOS, Android, Linux, MAC and all browsers.

MT4 integration allows you to seamlessly connect your Forex trading platform with our CRM, enabling you to manage your customer accounts, trades, and other key data from one centralized location. With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location. Reach your traders by integrating your platform with your phone system, email sender, and SMS.

Forex CRM systems

2023 has been a pivotal year for us, marking two decades of dedication and growth, setting the standard for our future vision, strategic expansion and cutting-edge technological innovation. Embark on a journey into the forefront of financial innovation with Syntellicore’s award-winning product suite. Join us at the iFX Expo Dubai 2024, located at the Dubai World Trade Centre, Za’abeel Hall 6, from January 16th to 18th, 2024, as we redefine the future of financial solutions.

Financial institutions can now monitor and manage their customers’ DGM RemAPP subscriptions through Syntellicore, reducing their administration costs. The smooth interaction between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure. Syntellicore is integrated with an intuitive Trader’s Room, it can be customised to match the Broker’s exact business model and optimised to match existing complex procedures through a user friendly approach.

Forex CRM systems

Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. While the backend user’s eyes are not on the dashboard, push notifications bring backend users to action important client related pending tasks promptly, trimming down the wait time. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. Increase your business’s capacity for lead generation and expansion While you’re buried in spreadsheets, others are tracking your leads and ready to take them from you.

Forex CRM systems

Altima IB is a multi-level platform that enables brokers to recruit partners, process data and integrate into any technology stack. Utilise a hybridized IB model to adapt to any strategy, recruit partners, grow a network organically and reach a larger audience. Showcase a powerful trader’s cabinet that features an intuitive dashboard, real-time data feeds and leads that are fully customisable to any interface. Track the performance of your sales and retention teams and fully manage your permissions and the access you grant to sensitive data. Optimize your whole sales and onboarding process This forex management system enables you to monitor lead generation and convert more prospects into active traders.

A robust forex CRM will come equipped with built-in compliance management functions. Dealing with a multitude of international regulations can be a daunting task for forex brokers. Each region comes with its unique set of rules, and failing to adhere to those might result in hefty fines and revoked licenses. For instance, custom fields can be added to the dashboards that provide insights specifically relevant to your forex brokerage.

On-premise forex CRM systems are installed on the broker’s local servers and require IT support to manage and maintain them. Both types have their advantages and disadvantages, and brokers need to choose the one that meets their business needs. Typically, CRM providers offer a three-tiered pricing structure with paid tiers ranging from £5 per month, per user up to £250 per monthly user. Some CRMs offer free tiers while others offer free trials between seven and 30 days.

Businesses that need a comprehensive CRM in an all-in-one tool will appreciate Salesforce. As your company grows, you can add on additional products to support that growth. The flexible CRM is best for teams, especially those that need to collaborate on projects and tasks. The platform visualises your work in Kanban-style boards and lets you track the progress of tasks and add due dates, comments and attachments. You should always check with the product provider to ensure that information provided is the most up to date. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive payment from the companies that advertise on the Forbes Advisor site.

Business owners can
now breathe a sigh of relief with this advanced, high-end back office solution. Finding the perfect Forex CRM solution for your brokerage can be daunting — but fear not! We want to share the most recent ratings for Forex CRM providers on the market and assist you in determining which one will best meet your needs. On the other hand, some CRMs are harder to use and require more support but may offer more advanced functionality.

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