Use this bonus to motivate your clients to make their first deposit, or deposit more, or deposit more often. Notification system alerts the clients about every step of KYC and deposits/withdrawals. Enable groups of users to work together to streamline your digital publishing. With our extensive Salesforce experience and expertise, we are confident that we can deliver a solution that will exceed your expectations. Collaborate seamlessly across desks on all event types for your corporate coverage, analysts, and clients. Take advantage of streamlined workflows accommodating logistical planning and execution.
We provide all services and work with A-book, B-Book, and hybrid models. The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors. Your partners can get an overview of their clients’ money from the reports or from the charts on the dashboard.
Social trading, or copy trading platform
Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general. As the admin, you can add any trading platform right from your administration interface. All you need is login credentials for a manager account on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5.
Your partners can see all their clients, trading details, their money, and their activity. UpTrader provides through its licensed partners a full range of legal services both as a standalone package and as part of the White Label MetaTrader 4 and MetaTrader 5 offers. CRM allows you to effectively develop risk management strategies; by performing client suitability and appropriateness testing. CRM allows you to leverage AI-driven customer scoring to prioritize high-profile clients and maintain transparency throughout your trading endeavours. Dynamics 365 allows users to choose packages according to their business niche. “Enterprise” plan is made specifically for large businesses and includes quality security features.
Benefits of CRM Software For T&D Companies
Account-based risk, tiered risk and even more options put you in complete control. Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room. Other customised support https://www.xcritical.com/blog/trading-crm/ systems can also be integrated as per your requirements. 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.
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. “Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support. By streamlining processes and using automated workflows, https://www.xcritical.com/ Newage enabled Flexistax to improve efficiency and reduce costs. The experienced team of professionals at Newage were instrumental in helping Flexistax find the right technology solutions for their needs. As a result, Flexistax was able to successfully launch their product into the market with confidence.
Custom development
It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. Make informed decisions in real time while keeping your coverage teams and management in the loop through instantaneous voice-to-text. Gain powerful insights and intelligence into your existing clients as well as prospecting for new business. Execute on a dual strategy simultaneously tracking your profitability with clients making sure you are prioritizing key activities and opportunities as well as aligning your resources accordingly. Gain access to intelligence that informs your next best action to yield revenue generating results. Learn more about how to allocate your resources efficiently utilizing data-driven intelligence to inform your client profitability analysis here.
- Dynamics 365 allows users to choose packages according to their business niche.
- Control the flow of information and account creation procedures using an advanced Workflow engine.
- Keep your customers happy and loyal by maintaining top level support throughout your business.
- UpTrader web terminal is a turnkey brokerage solution for novice businessmen.
- Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions.
An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. Integration of the Social Trading by Brokeree and XCritical provides brokers simultaneously with the flagship copy trading system and convenient CRM with the traders’ room. Stay ahead of your competitors by being the first to learn about
new MT4/MT5 solution innovations, releases, updates, and service
offers by subscribing to the Brokeree Newsletter. Integration of Social Trading by Brokeree and Skale provides brokers simultaneously with the flagship copy trading system and convenient CRM with the traders’ room. 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.
Forex Trader’s Room
The investment system has an attractive interface with separate portals for signal providers, followers, and administrators, helping them to concentrate on their personal tasks. Complemented with the Rating Module, Social Trading is a great tool to attract clients, increase trading volumes and spur trading activities on the brokers’ servers. In this video, B2Core Product Manager, Ivan Navodnyy, talks about one of B2Broker’s flagship products, B2Core. Forеx is one of the largest and most profitable financial markets today.
