CRM for Brokers
Manage your entire Broker business with our FX CRM application. Optimize the flow of your customers and convert more leads to traders by automating all of your onboarding and payments.
CONTROL THE FLOW OF LEADS
Brokers can now easily track users without deposits, give them different statuses to improve
communication and increase conversions.
DEPOSITS AND WITHDRAWALS
Broker of their team will get an e-mail notification whenever an action that requires your reaction
SPEED UP ONBOARDING
Streamline KYC processing and opening accounts for traders using Google Vision AI to verify
SEND AUTOMATED E-MAILS
Brokers can create their own marketing campaigns and decide when customers should receive reminders, i.e.
about the need to deposit funds.
MONITOR Trader’s PERFORMANCE
Track the balances of all client’s accounts and view all open positions, historical trades and ledgers on
each trading account.
Brokers can track Key Performance Indicators (KPIs) of their business (clients, accounts, net value,
profit per day) to better plan their decisions.
Admin app gives the authority to control the whole trading environment. Admins can create and configure instruments, create/edit managers, configure Data Feeds / LP connections or manage charts.
Key features of Administrative application:
- Configuration of existing and new instruments
- Adding new managers/admins accounts with specific roles
- Setup and configuration of client groups
- LP and Data Feed configuration
- Candles configuration
Manager’s application allows brokers to manage all of the clients’ activities and accounts in one place, including deposits and withdrawals and enables accessing various reports. It helps streamline the work of the dealing desk by closer integration with the Match-Trader system.
Key features of the Manager application:
- Manage all of your clients’ activities and accounts in one place
- Manage deposits and withdrawals
- Access various reports
- See clients’ trades, accounts information and more
The APIs we provide allow our clients to easily integrate every application available on the market to create a complete trading ecosystem based on their current setup.
to call all Manager functions from external applications
to easily stream prices directly to Broker’s website
Web candle API
to export the charts with indicators to external websites
to build Broker’s own interface based on the Match-Trader system
to set configuration from external applications
to build trading algorithms and trade remotely the automated way.
to manage all sorts of accounts (leads, clients, trading accounts)
SQL Reporting Server
Our platform entails the functionalities of a SQL Reporting Server, thanks to which a variety of reports can be prepared and produced (graphical, mobile, and printed), making Business Intelligence more effective and efficient. You have access to automated reports, skipping the need to manually generate them, which is both inefficient and time-consuming.