Our main aim at Dynamic Works is to make sure that each one of our customers have the system they have been dreaming about. Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities. However there are cases where, mainly established Brokers, have existing procedures and logic that they wish to maintain and improve. Out team works closely with you to ensure that your staff and your customers feel that they have a system that makes their life easier. With the Sales Pool Module customers are automatically assigned to the various sales pools, streamlining the sales processes within the enterprise.
Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions. Centralised log collection and storage to cover every interaction with clients and prospects. Your partners can motivate their clients and attract new ones by using promo banners. The result is a user-friendly, secure, highly automated FX solution that delivers a huge number of benefits in one easy to use package.
This, in turn, includes replenishment of the deposit, transfer of personal funds, monitoring of financial market operations, and a detailed study of all movements of the customer’s funds. Thus, brokers will be able to manage the risks of their customers better and help them forex back office software conduct fully active trading activities. Get the most profitable fully licensed fx/crypto brokerage software or ready-to-operate business in 48 hours. Best-in-class web & mobile trading platforms, sales-driven CRM, full integration with MT4/5, and 150+ payment providers.
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. Our Forex trading platform offers integration with a range of leading platforms. Users can combine the data generated with the integrated platforms with their own data drawn from their client profiles to create entirely customizable reports that can be generated directly through our CRM. The majority of the features found within the leading Forex trading platforms can be used within our CRM. Passwords and groups can be changed, and accounts can be disabled without needing to grant MTM access. Detailed permissions and logs allow you to track and attribute changes made within the CRM.
Since the Forex market is very popular, there are many scammers trying to swindle money with various frauds, so this feature is a necessary element. In this part, we gather common questions about Forex back office trading software providers. Usually, traders have many back office-related questions and here we assist in that. There are lots of exciting social trading solutions to help your clients start earning money. Just let your clients choose strategies and get profit easily by copying orders. Trade reconciliation is an essential part of forex trading, but it can be a tedious and time-consuming process.
It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general. 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.
A one-stop portal to the FX business market
For example, Broker 1 can administer account A and simultaneously have limited access to view info on a group of customers B. However, both brokers do not have the ability to manage such parameters in a group like liquidity and other specific functions. Using the back-office platform solution by XCritical® (all rights reserved) allows you to distribute various purchaser groups according to the necessary classifications. Also, each of the created groups has individual settings and is not limited in quantity. For example, you can distribute customers based on various margin settings, specialized market tools, commission percentages, and so on. Each user who will be part of a particular group will have precise settings and parameters that the trader will be able to track.
- Before you sign-up for their services, you need to make sure they’re really offering comprehensive back-office functionality.
- Create and upload any agreements you would like your clients to accept.
- 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.
- You now have the option to keep critical customer data in a secure environment and with a trusted vendor within your premises or on our highest security hosted environment.
- As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities.
The software should let you generate reports around trading activity, earnings and losses, deposit amounts, and CDF dividends. Those reports can help you determine how to best market to and re-engage existing clients. https://www.xcritical.com/ The software should also record all the activities of partners and other administrative users so that you can track their work. Forex trading can be a lucrative business, but it comes with its own set of challenges.
Top features to implement in Trader’s Room software and make your traders happy
Let’s consider below the key functions that can be found in the FX back office solution. The first and main component of Forex back office software is the user interface, which is the repository of many functions available within the Forex CRM platform. It is an indispensable assistant in matters of interaction between the company and clients.