Product
CRM System
The Customer Relationship Management (CRM) System was created specifically to help forex/bullion brokerage firms handle all of their Introducing Brokers (IBs) and clients effectively. It helps to simplify and standardise business operations, which lowers costs, boosts productivity, and retains more clients. The advanced MT4, MT5, and our trading systems are completely integrated with the cloud-based CRM system. Brokers can quickly expand their brokerage businesses because to its fully-featured affiliate system and multi-tier rebate capabilities. Our CRM system can assist brokers in properly managing their complete business while lowering trading risk by adding additional functions to suit to various business types.
- KYC & AML Verification
- Instant Account Opening
- Multi-tier Agent Structures
- Flexible Setting Rebate System
Advantages
One-Stop Management
Increase the efficiency of your business operations by integrating all operations—including account opening, deposit and withdrawal, multi-tier agent rebate, role permission settings, etc.—into a single system.
Comprehensive Data Analysis
With its strong data analysis skills, the system can determine a customer's profitability from past transactions, allowing it to manage clients in hierarchies to increase agent income.
Improve Client Relationships
Enhance customer satisfaction through effective customer relationship management and prompt follow-up of customer needs.
Ensure System Stability
System problems and downtime may be reduced with cutting-edge forex R&D technology and round-the-clock customer assistance.
Intuitive User Interface
Utilizing the most recent HTML5 technology, the user experience is straightforward, understandable, and simple to use.
Mobile Friendly Design
You may use the system to manage your account from any mobile devices anytime, anywhere thanks to the adoption of adaptable web design.
Trader/IB Portal
Instantaneous Account Opening
Allow customers to open trader and sub-IB accounts online right away by seamlessly integrating with the MT4, MT5, and our trading system.
Electronic Identity Verification Service
To assist brokers better understand their clients and lower financial risks, offer real-time Know Your Customer (KYC), Anti-Money Laundering (AML), PEPs (Politically Exposed Persons), and Sanctions Screening services.
Multi-tier Agent Structures
Capable of building multiple-tier tree structures of IBs and agents and producing sub-IB and sub-agent referral links to quickly grow the business.
Commission Structure
Flexi automated rebate system settings; Agent rebate group and rebate amount settings in one click.
Unified Account
For better convenience and efficiency, manage several MT4, MT5, and our accounts from a single integrated account.
Deposit / Withdrawal
Support for payment gateway integration and online processing of deposits and withdrawals for convenience in account management.
Comprehensive Report
To better manage risk, view the transaction information and position summary to comprehend the real-time profit & loss and rebate facts.
Around the Clock Service
Offer 24/7 customer and technical help via phone or email to improve connection with customers.
Admin Portal
Enables proper management of the trader and IB account by allowing independent configuration of roles and setting of permissions.
Maintaining currency rates, supporting valet deposit and withdrawal, and manually adjusting account balances are all aspects of fund management; View history of rebates, commission payments, and deposit and withdrawal information.
Offer thorough management reports, including data on trader account openings, deposits, and withdrawals, as well as rebate information.
Display the aggregate statistics, such as the transaction summary, the number of users and trading accounts, the amount of the total deposits and withdrawals, and other data.
Configure the automatic rebate criteria to alter the rules and settlement procedures.
Enabling various email settings and supporting user-wide public announcements.