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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
occurs.

 

SPEED UP ONBOARDING

Streamline KYC processing and opening accounts for traders using Google Vision AI to verify
documents.

 

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.

 

BUSINESS INTELLIGENCE

Brokers can track Key Performance Indicators (KPIs) of their business (clients, accounts, net value,
profit per day) to better plan their decisions.

 

Administrative application

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 application

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

API

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.

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.

Grow your Broker business.
With us.