Brokerage businesses utilize CRM to communicate with their clients and manage their internal workflow. At this level, organizations build customer relationship management systems around their methods and concepts for engaging with traders, resulting in substantial disparities amongst brokers. In a market where trading platforms, instruments, and trade assets are almost identical, a broker with a more significant offering can obtain an outstanding competitive edge over his competitors. B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners.

crm trading solution

Read a business case when the development of a parser helped a trading platform to visualize operational data for clients’ dashboards. The ability for users to analyse trading activity to check and keep track of their clients’ data. Zoho CRM supports generation of reports in any permutation and combination using the data captured in Zoho CRM. Also, Zoho CRM has the feature to create new reports based on the user requirements. Its report scheduling option helps the user to save time by having the regular repots in their inbox at the desired time. Get access to MT4 and MT5 platforms with low latency, high-capacity hosted servers.

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Uncover untapped revenue and new business opportunities with our sell-side technology. Advanced and sophisticated workflows to capitalize on new opportunities with timely engagements, while mitigating relationship and regulatory risk. A CRM with a investment decision support brings a whole new light to Analyst Views & Technical Insight. When choosing a jurisdiction, it is important to consider factors such as the regulatory requirements, the reputation of the jurisdiction, and the cost of doing business.

  • With an e-wallet, you can get access to your сryptocurrency through any device.
  • To import your file, click the ‘Choose a File’ button, and locate the spreadsheet you just saved and click Open.
  • Its report scheduling option helps the user to save time by having the regular repots in their inbox at the desired time.
  • It is possible to check different traders’ performance through aggregated ratings.

One of those products was a quote source that the company said was fast and accurate. The company sold the quote source to brokers who needed to gain the necessary knowledge of market conditions. Leverate continued by developing specific products for risk management and mobile trading. In conclusion, starting a new forex broker company requires careful planning and the right tools and resources.

Customer Relationship Management

According to recent data by BitInfoCharts, the total market value of all existing Bitcoin reaches $388 billion, and this number is only expected to grow in the future. It is not difficult to understand why businesses want to accept cryptocurrency payments. Utilize a single perspective of a trader and real-time alerts to assist you in concentrating on revenue-generating actions. Automating all manual activities boosts team efficiency When you use the appropriate CRM, data entry and follow-up are automated, helping your business grow and sell more rapidly. Over two-thirds of organizations use CRM solutions to streamline and automate their sales operations. Usually, traders have many CRM-related questions and here we assist in that.

crm trading solution

Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future. A new generation of forex CRM, client cabinet and back office software. Based on visibility rules, our dynamic, flexible, and centralized security model allows users to share information without worry. Founded on industry-wide standards, it allows us to directly map to existing security models and leverage existing entitlements models.

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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. Rebates calculation based on stop trading platforms, marginal trading platfomrs, converters and many more. A customer management, verification confirmation and ticketing system for your support service which also includes many other useful features. Create season specials and limited time offers to boost your traders’ activities and offer them something unique on the market.

crm trading solution

Below are a few of the best Forex CRM providers on the market, which are definitely worth considering cooperating with. Forex CRM platform is a professional tool that combines all the features of CRM, trader room and back office, designed to automate the internal accounting of Forex traders in accordance with the requirements of the broker. The investment system has an attractive interface with separate portals crm trading solution for signal providers, followers, and administrators, helping them to concentrate on their personal tasks. Complemented with the Rating Module, Social Trading is a great tool to attract clients, increase trading volumes and spur trading activities on the brokers’ servers. As a broker, it’s essential to have the right tool to manage your partners and calculate partner rewards accurately and on time.

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A CRM trading platform can provide a number of benefits and advantages to Forex brokers and their businesses in making better investing decisions and understanding how their users behave in the Forex market. The equity research, sales and trading industry’s ever-changing regulatory landscape requires adaptable software solutions. Engage with Tier1’s research and corporate access tools to manage your MiFID II requirements. Forex leverage is a common tool used by traders to increase their potential profit or loss from a trade.

Estonia based Metatrader platform services and technology company Brokeree Solutions has announced that it is partnering with Israel based forex broker CRM solutions specialist Skale. Social Trading, developed by Brokeree Solutions, is a comprehensive investment system enabling brokers to effortlessly launch copy trading on their platforms. The advanced functionality of the solutions allows users to swiftly switch between different MT4/MT5 platforms and copy trades across several servers. A white label trading platform is a pre-built solution that can be customized with your own branding and logo. This can save you time and money on development costs, and allow you to launch your platform quickly. One popular white label trading platform is c-Trader, which is known for its speed, reliability, and advanced charting tools.


Functionality is developed to support both major platforms so as to attract as many traders as possible. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies. A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. A trading account nominated in any type of cryptocurrency, fast crypto deposits and withdrawals through B2BinPay. A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place. Gain a competitive edge and accelerate your relationships using leading sell side technology built into a capital markets CRM.

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You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. You can organize your clients and prospects records into groups according to any criteria you choose, and you will be able to pull up a group of contacts instead of selecting them one at a time. When you create a group, you can decide to make the group Public or Private. Public groups are visible to all users on the account, Private groups are only visible to the user that created them. In summary, B2Core is an impressive CRM solution in so many ways thanks to its huge range of customisable features and the opportunity for users to choose exactly what suits them. It is the solution of choice for every professional company and one which competently handles the client-facing operations of all types of financial business, regardless of complexity.