FX Back Office fully integrates its CRM with the Match-Trader platform

Users can choose from hundreds of signals filtered by risk and profitability and the MT5 system will automatically trade for the user. Partnership (affiliate) programs are one of the best ways to attract new clients to your platform, as well as to increase the traded volumes. However, the functionality of the administrative module must be properly configured to implement these programs and withstand the possible influx of activity. Strive to provide your clients access to authorization not only through email, but also via social media integrations, including the most popular like LinkedIn, Twitter, Facebook, and other common for your region options.

Forex brokerage back office software can work independently of the trading platform your firm uses. However, your brokerage’s operations will be much more smooth if the back office software integrates with MT4, MT5, or the platform of your choice. Your back office software should let you create trading account groups that connect to the trading platform. This connection will enable you to establish fees, commissions, and rebates within your software so that reports and payments are more accurate. Since such solutions are quite expensive, before making a choice, you need to decide on the selection criteria. Moreover, as mentioned above, many Forex CRM systems already have back office functionality on board, so purchasing the CRM platform itself can be a more profitable option than just buying a Forex Back office.

Other customized support systems can also be integrated as per your requirements. You need to consider your goals and objectives before deciding which one is right for you. Know exactly how much profit you made in the last 24 hours with automated revenue reports indicating earnings from all your data sources and platforms. 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.

Notifications can be created to warn when vital documents are expiring, and
clients can quickly and easily upload new documentation via the Client Cabinet. The Client Cabinet includes a suitability questionnaire, allowing brokerages to
quickly understand if their clients are selling the correct products to the
correct customers. As a broker, you need especially fast on-boarding to offer clients the best experiences and flexible spreading to be able to react to the market fast enough. I am a well-rounded financial services professional experienced in fundamental and technical analysis, global macroeconomic research, foreign exchange and commodity markets and an independent trader. Back Office Software is a third-party technology provider that offers its services for a fee.

Partner and IB management

The ability to customize reports to meet the requirements of the legal department will also be a useful feature. Note that the regulator may require multiple types of reports from a brokerage business, depending on the type of activity, and therefore the reporting system in the administrative module should be structured as flexibly and transparently as possible. We also offer the full CySEC questionnaire within our Client Cabinet (which we update as per the circulars) incase your marketing or compliance department missed anything. FX Meta Tech excels in providing technology solutions for Forex brokerage through its professional & top-notch service. FX Meta Tech system infrastructures are primarily optimized for brokerage firms so that maximum ROI is insured.

  • If necessary, you can connect any other CRM
    software with help from our technical department.
  • All the mobile, remote and table apps, along with desktop download links from the leading trading platforms can be added to our Forex CRM’s Clients Area, allowing incredible ease of use.
  • Indeed, you may have the time, money and experience, but what ever happened to wanting more – more time, more money, more experience.
  • DXtrade offers brokers brand recognition by bearing a broker’s logo and granting them total control of their mobile applications with an embedded sign-up screen.

We’re sure that our clients and their traders will benefit from this award-winning platform. Experience the strength of our BrokerTools’ forex Back Office – a tailored account management tool built with forex focus. With our solution for customer management, you get a reliable and efficient system to manage your clients’ data, KYC process and trading platform configuration. This forex Back Office works perfectly with our Trader’s Room and offers you the best combination.

FX Back Office is now fully integrated with the award-winning Match-Trader platform

FX Back Office’s forex
CRM allows brokerages to work with a forex-specific system. Tasks can be
automated, sales and marketing teams supported, documents can be stored and
monitored, promotional materials can be generated and reporting becomes a
matter of a few clicks. The entire system was built with forex brokerages in
mind, specifically how they have to interact with regulatory bodies. We can also take care of any type of integration you need, including payment systems, digital asset processing services, investment services, etc. One of the most significant barriers to clients depositing money is a complicated or lengthy process for funding their accounts.

Keep your customers happy and loyal by maintaining top level support throughout your business. The product provides ready-made integrations with Zoho
and Microsoft Dynamics CRMs. If necessary, you can connect any other CRM
software with help from our technical department.

In addition to viewing general information for clients, you also need to be able to view and manage the balances in their accounts. Back office software should allow you to track the balances of all client accounts within your financial organization. It should also let you transfer funds between multi-currency accounts for clients, add credits and rebates to clients’ accounts, and issue refunds to clients. Monitoring and managing account balances will ensure that you can help clients who have questions about their balances. Back office forex software should make it easy to store and maintain clients’ information and personal data.

If your forex firm works with introducing brokers (IBs), then your back office software needs to allow you to calculate and pay partners commissions and rebates. Allowing partners to directly access your software will make it easier for them to do their jobs, and using the software to ensure they’re paid the correct amount will help you retain good IBs. CRM software for forex brokers FX Back Office has integrated with Match-Trade Technologies’s platform Match-Trader. FX Back Office, a renowned CRM software for forex brokers, is now fully integrated with Match-Trader, the award-winning platform created by Match-Trade Technologies. Thanks to our experience as a leading Forex CRM provider, FX Back Office offers full MT5 Integration with CRM.

Providing traders with multiplatform support will allow them to gain more flexibility in their offerings. Thanks to the forex CRM’s
excellent data management systems, information and data of all sorts can be
sorted, filtered, and categorized in a matter of minutes. As a result, sales
and marketing teams can quickly identify popular products and can be notified
of clients in need of attention or a callback, and better understand how their
client base is interacting with their services. With this information, your
brokerage can discover hidden opportunities or needs, and address issues that
clients may be having. Strive to offer bonuses for different types of activities, including registration, passing verification levels, account depositing, and trading performance. You can combine user actions into different sequences, and your clients can receive bonuses based on their actions.

Our bespoke Forex CRM system allows for full integration with MT5, allowing users to reap the benefits of the platform while working within an entirely customizable framework. Almost any part of FX Back
Office’s forex CRM can be customized, allowing brokerages to create bespoke
software https://www.xcritical.in/blog/forex-back-office-software/ that does exactly what they need it to. The company has exceptionally
proactive development teams who are used to working with clients to cater to
their every need. Sensitive documents can be
securely stored on external servers where they’re safe from attack.

Other systems that can be connected to the Forex back office include various trading platforms, “KYC” service providers, rate providers, and various marketing services that help set up an advertising campaign. In general, back office software solutions have evolved with the advent https://www.xcritical.in/ of cloud-based software as a service (SaaS). Forex CRM platforms with back office software have become, for the brokerage companies, an alternative to Business Process Outsourcing (BPO), which involves transferring back office management to a third-party service provider.

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