What’s even more important for business traders, B2Core is a package solution; this is why you pay for what you use. Select the best package among Standard, Advanced, and Enterprise options and get a customized WL CRM solution that is ready to drive your
business to new highs. An innovative and eye-catching CRM system called B2Core aims to revolutionize the management of brokerage companies.
Such a portal serves as a bridge between traders and brokers, enabling a platform’s clients to reach different sections, including Verification, Demo account, Deposits, Withdrawals, etc. Our FXOD CRM 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. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers. It should not be assumed that the methods, techniques, or indicators presented in these products will be profitable, or that they will not result in losses. Regulated and trusted across the globe, IG offers traders the ultimate package of excellent trading and research tools, industry-leading education, comprehensive market research, and an extensive list of tradeable products.
Business owners get a back office with a high-level customer and partner experience,
a multi-tier rebate system, and a functional client’s area. No matter which business model is chosen, CRMs are equally important for both independent brokerage companies and White Label Forex brokers. Our goal is to deliver personalised customer support services of the highest standard to all of our clients.
As a result, our FXOD CRM is seamlessly integrated to trading solutions. As the FXOD CRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. It means, any action taken by the client, will be notified to you instantly on this CRM for Forex Brokers.
- Business owners get a back office with a high-level customer and partner experience,
a multi-tier rebate system, and a functional client’s area. - Interactive Brokers is a highly trusted multi-asset broker with an extensive offering of tradeable global markets.
- Live Support
Lastly, it is critical to ascertain whether your system provider offers dependable customer service in case of any technical problems or inquiries. - Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner.
Rich reporting capabilities
For you to make wise decisions quickly and gain valuable insights from all the data your system captures, Forex CRM solutions should come with a variety of informative and useful reporting features. Customizability
You should select a solution that is easy to tailor according to your broker’s needs. This will help you reach out to customers efficiently and stay ahead of the competition. Live Support
Lastly, it is critical to ascertain whether your system provider offers dependable customer service in case of any technical problems or inquiries. Reliable providers typically offer 24/7 assistance, so you never have to worry about being stranded without help.
Meanwhile, the competition level constantly emerges; this is why brokerage companies need to implement high-end solutions. Through Trade Soft, brokers can access a combination of FX Platform, our fully hosted service, and ultra-low latency connectivity to their choice of liquidity providers. Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry.
Saxo Bank offers the most tradeable CFDs in the industry, with a staggering 60,000+ tradeable symbols available. CFDs, or “contracts for difference,” enable traders to speculate whether the price of a stock, forex pair, market index, or commodity will go up or down without taking ownership of the underlying asset. If you’d like to learn more about how CFDs work (and to see our picks for the best CFD trading platforms), check out our full-length guide to the Best CFD Brokers and Trading Platforms. Cloud Forex CRM is a solution from PHEASANTECH, designed in 2016 to help Forex brokers and traders efficiently store confidential information.
At times you are not allowed to work on your system while updates are running. In fact, Forex IBs and Affiliates are at the core of their marketing and promotion strategy. FX Broker CRM seamlessly integrates with different payment methods including payment gateways, wallets etc. A good Broker CRM shows the simplified version within a few clicks to traders.
All content on ForexBrokers.com is handwritten by a writer, fact-checked by a member of our research team, and edited and published by an editor. Generative AI tools are not a part of our content creation or product testing processes. Our ratings, rankings, and opinions are entirely our own, and the result of our extensive research and decades of collective experience covering the forex industry.
Well Desktop Forex Broker CRM Software is the traditional and conventional mode to get the forex CRM for your brokerage. Most of these desktop broker software comes for Windows, Linux, and iOS. It streamlines the process of handling client deposits and withdrawals, providing transparency and efficiency in managing financial transactions.
Trading with a trusted forex broker is a crucial factor for success in international currency markets. As a contract for difference (CFD) trader or forex investor, you may have specific needs related to which platform, trading tools, or research requirements you have. Understanding more about your investment style needs can help determine which forex broker will be best for you. Customer Relationship Management (CRM) is a technology designed to help businesses manage relationships with customers and prospects.
Moreover, the reliability of the organization selling the CRM system needs to be considered when setting a budget for the purchase. 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.
Add languages, group client segments into pools, apply group rules, and designate trading conditions to clients. Classify your internal team, leads, clients and partners with corresponding settings for greater operability. 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.