Dynamic Works is certified with ISO9001 and ISO27001 for Information Security. Managing your customers becomes easier and more efficient than ever before. Keep your customers happy and loyal by maintaining top level support throughout your business. Other customised support systems can also be integrated as per your requirements. Nexmo and Google are provided by default, ensuring the highest standards of security and privacy.
At UpTrader, we often come across forex brokers who struggle with stagnant sales growth. To address this challenge, they may try various approaches such as improving their software, adding new assets, changing their workforce, or seeking out new Forex CRM systems. While all of these strategies have their merit, let’s explore some marketing advice that can be helpful beyond software solutions. If your back office software integrates with your forex trading platform, you can have real-time monitoring of all accounts. You’ll be able to view real-time margin, P/L, and position sizes for all client orders.
Development & QA
Regulate the funds that are being used by the clients in your banking system. Sales desks are empowered with a single cross-asset pre-trade tool to manage request for quotes , price publications and client orders. • A best-in-class software development kit allows for swift extension of analytics and quick build of apps for end users and an institution’s own customers. • MX.3 for Model Validation automates client model validation policy of all analytics in MX.3, third party or proprietary.
- Strive to offer bonuses for different types of activities, including registration, passing verification levels, account depositing, and trading performance.
- That means it should increase productivity and streamline complex processes.
- The user interface should be simple and clear with a structured view of clients’ trading experience, stats, and other important details.
- However, in order to downgrade from one package to another, you need to inform our team 2 month prior.
- We offer ready integration with the leading global KYC providers and can integrate any additional ones.
With the help of an integrated Forex solution, you can provide your clients with superior service standards and offer them complete peace of mind. 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. Two way integration with trading platforms, such as MT4 and MT5 with multiple trading accounts and multiple trading platforms.
Advantages of the Forex Brokerage CRM Back-Office
Look for software that lets you specify an expiration date so you know when new documentation is needed. We have a team of 30+ dedicated developers that are working on B2Core improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
KYC and AML procedures ensure counterparty/customer visibility principle and eliminate the possibility of suspicious activity. Clients have access to authorization through email, as well as more than 15 social media integrations, including LinkedIn, Twitter, Facebook, and others. You’re getting carefully designed Forex back office software with extensive functionality and a staggering number of ready-made integrations as your starter pack.
If you are an owner of a brokerage company or going to start one, you will probably need the best Forex CRM Solutions. We supply brokers with all core Forex Solutions which help brokerages start or improve their business. Add/remove client account, set manager, set IB, set verification, manager/investor account request, add manager/admin. http://www.pyatzvezd.ru/namibiya-respublika-namibiya Back office forex software needs to make it easier for you to run your brokerage. That means it should increase productivity and streamline complex processes. Specifically for that we build a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department.
Company news
Back Office FX Information Back Office collaborates with customers to develop unique front- and back-end features and experiences that are flawlessly programmed to meet today’s business expectations. FX Back Office is devoted to developing technologies that completely support the operations of international FX brokerages by collaborating with the best firms in the field. Abstract：Match-Trade Technologies, a trading platform provider, has announced that FX Back Office, a CRM software for forex brokers, is now completely integrated with its Match-Trader multi-asset trading platform. Match-Trade Technologies is a fully integrated forex and cryptocurrency technology provider and creator of the Match-Trader multi-asset trading platform. Match-Trade has operated globally since 2013, with offices in Cyprus, Poland, South Korea, Malaysia, India and the USA. Given this list, the component functionality should be as comfortable as possible and accessible to the client.
We already have 5+ events which make it easier for the compliance team to monitor any potential breaches in the system activities and are continually developing more. 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. A specifically designed page showing all rewards that provides the friendliest UI on the market. You can select the users that will receive a notification in order to address certain information to particular people.
Brokers should find a deal with providers; the cost will depend on the range of needs required for your company. Creating thousands of client accounts in any platform is lightning fast. System integrations enable your team to approve trader requests with one click. Know Your Client rules help prevent money laundering and are the most common regulations put in place by governmental financial authorities. Your forex firm’s back office software needs to include a KYC module for enforcing compliance procedures. It should let you upload and store documents to confirm clients’ identities.
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