The affiliate module is the best marketing tool in FOREX and cryptocurrency space. Allow your clients to verify their accounts before conducting any financial activities on the platform. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. Regulate the funds that are being used by the clients in your banking system.

You will sell smarter andexpand your business faster even while remote. Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients. Whether you’re an existing or aspiring forex broker who’d like to offer the MT4 trading platform, we offer is a 360 degree front end and back office solutions. B2Core is best combined with the leading industry trading platforms to provide the ultimate performance and user satisfaction. Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms.

Customer Fx Acquisition & Management

A highly responsive and scalable menu that allows the user to quickly and efficiently perform different actions in their personal trader’s room. A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. We have already onboarded many industry leaders with our cutting-edge technology! How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Our solutions have been built to grow as your business grows from a 5 person company to a 500 person call center driven business. The Skale Forex CRM is continuously updated to market needs ensuring you get the leading-edge and built-for-purpose solution from sales all the way through tomarketing.

With detailed instructions on what needs to be done in order to send us these details. Secure your product by connecting it to the system which checks for potential DDoS attacks and fraud. Track the history of KYC uploads to check on expired documents and potential fraud, etc. A homemade anti-fraud system enables vulnerabilities from your end-users actions to be tracked. Block certain functions to specific clients, countries, verifi-cation levels and much more for effective coordination and organisation in your system.

No trader should pay more than a few hundred dollars for a proper system today. Be especially careful of system sellers who offer programs at exorbitant prices justified by a guarantee of phenomenal results. Instead, look for legitimate sellers whose systems have been properly tested to potentially earn income. Individuals and companies that market systems—like signal sellers or robot trading—sometimes sell products that are not tested and do not yield profitable results. An old point-spread forex scam was based on computer manipulation of bid-ask spreads.


A web interface for a crypto-crypto/fiat-crypto exchange in a few clicks. Full customization, REST API connection to any exchanges https://xcritical.com/ and providers. You can do markups, add any pairs and connect it to any liquidity provider or carry out internalisation.

Brokerages will also have the tools needed to build their own reports. Know-Your-Customer is an important procedure for any broker and exchange. We offer ready integration with the leading global KYC providers and can integrate any additional ones.

Over 150 Forex Specific Third Party Plugin Solutions Available In The Scale Marketplace, Here Are Just A Few

We use our deep industry knowledge, unrivaled experience and unique relationship with other key service providers in the Financial market to keep our clients a step ahead of the rest. Streamline your entire brokerage operations in one single platform. Built specifically for forex brokers, this powerful yet intuitive platform can manage all the operational activities. Right from registering new leads, tracking demo applications, IB administrations to processing deposits, withdrawals, and KYC, this Forex CRM tool does it all, and very efficiently.

forex crm

The Skale Customer Portal is pre-integrated with over 70 payment forex options that just requires your merchant account credentials to start receiving payments. Refer your leads quickly and efficiently to multiple broker partnership agreements all set up in one simple and easy system. The foreign exchange is the conversion of one currency into another currency. ECN is an electronic system that matches buy and sell orders in the markets eliminating the need for a third party to facilitate those trades.

With Our Marketplace Of Financial Applications

Existing customers or new customers opening more than one accountare subject to different offer terms. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC. The aggressive products driving the marketplace are detailed in the accounts. Forex training, broadly, is a guide for retail forex traders, offering them insight into successful strategies, signals and systems. Basia Hellwig has 30+ years of experience as an independent magazine editor and online content producer.

Is your Fx brokerage partnering with multiple fund managers, introducing brokers, and other affiliates? Track and automate commissions under the multi-tier management system to ensure the transactions are error-free. Assign role-based access to all your partners so they can manage their customer data effectively.

Furthermore, the comprehensive dashboard allows you to glance at all trading activities, payments, withdrawals, profits, performance and more. In addition, it displays the competitive situation among the top manufacturers, with sales, revenue, and market share. In the design, development and support of Financial Services websites, Forex CRM & back office tools.

  • We have developed an extensive set of web based tools to help our clients to manage their businesses.
  • The company trained hundreds of salespeople using the CRM and installed a full customer success department, at a click of a button.
  • An expert in consumer credit and consumer rights, management strategy, and small business, she is a veteran editor of consumer and business publications.
  • The spot forex market traded over $6.6 trillion a day as of April 2019, including currency options and futures contracts.
  • Commodity and historical index data provided by Pinnacle Data Corporation.
  • You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities.

We offer a large range of products and services to enhance your business operations. B2Core is already integrated with major trading platforms on the market. Consolidation is not right for everyone, so you should carefully consider your options. One shady practice is when forex brokers offer wide bid-ask spreads on certain currency pairs, making it more difficult to earn profits on trades. Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads.

The point spread between the bid and ask basically reflects the commission of a back-and-forth transaction processed through a broker. The scam occurs when those point spreads differ widely among brokers. The spot forex market traded over $6.6 trillion a day as of April 2019, including currency options and futures contracts.

Whitelist the withdrawal wallet to receive outgoing funds to trusted destinations only. Unlimited level-based partners program that rewards not only direct IBs with commission but a much broader span. Amount to trade, claim your bonuses and view the history of all your bonuses all in one page. Users read the notification in order to analyze targeted public metrics.

More Interesting Integrations

Although tested systems exist on the market, potential forex traders should do some research before putting money into one of these approaches. You own your sales strategy while the Forex CRM software provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists.

forex crm

Create a space where clients can easily choose the method of payments, process them and analyse all the The most efficient Forex CRM system ins and outs. How Clients MRR Went From $50k to $150k in 30days by getting up and running, fast.

These tendencies still exist, and it’s quite easy for firms to pack up and disappear with the money when confronted with actions. But the majority of violators have historically been United States-based companies, not the offshore ones. With the right tools you can build a frictionless customer experience. Kenmore Design CRM is a toolbox you need to thrill customers at scale, help them help themselves, and expand the base of happy customers who advocate for Your Brokerage.

The Broker relies on internal staff with day-to-day operations. Client Registration, KYC, Deposits, and Withdrawals are attended to by the Operations Staff.The System simplifies Operations by assigning Roles to your staff. Agents in a Support Role will ensure client satisfaction and so on. Solution and will give you a personalized training of the functionality.

Customize Your Crm And Traders Room With Kenmore Design

To do that, you need to offer a tracking system with the features successful affiliates demand. Antelope Affiliates comes with rock-solid tracking so your affiliates can track all their funnels and detailed real-time reporting for up-to-the-second analytics. Manage your in-house and third-party campaigns with ease, thanks to our full API and integrations to the most popular affiliate networks and services. A forex trading strategy is a set of analyses that a forex day trader uses to determine whether to buy or sell a currency pair. A persistent scam, old and new, presents itself in some types of forex-developed trading systems.

forex crm

Weblate currently supports 17 languages but more languages can be added on request. Provide us with your logo and favicon and we will design the product to fully match your company colours. Retrieve all your financial records from your financial operations recorded under a user-friendly table inside the B2Core space.

Forex Crm To Reduce Operation Costs And

Intuitive Forex CRM solution allows you to easily find everything at a glance starting from the Inbox. System Interface is a product of many years of improvement following many Industry Leaders. Flexible Workflow Settings and Role Managements enable Brokers to customize the Forex CRM system to their needs. Get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. A source of useful information about our products and services.

Our FX CRM is integrated with a number of payment processing systems. You will be able to access detailed payment reports including any kind of failed transactions at once and also can easily be integrated with various trading platforms like MT 4 and MT 5 WL solutions. For instance, some brokers do not offer the normal two-point to three-point spread in the EUR/USD but spreads of seven pips or more. A forex broker is a financial services firm that offers its clients the ability to trade foreign currencies. Generate various insightful reports and customize them to see the numbers that are most important to you. Every report you can think of can be built within your Forex CRM.

We have conducted dozens of vulnerability tests with over 1,000 attempts to hack into our solutions with no success. Based on this experience we have developed functionality that will allow you to predict and avoid any slipups. Offer your partners the chance to have dynamic rebates with an adjustable formula calculation. Calculation and accrual of commissions are performed in a personal account.


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