Client Management

Full Range of Products for your Online Financial business

Customer Relationship Management is of main importance in your business growth and development, especially if our business is related to Forex the significance of CRM increases many folds.The quality of services your customers are getting is at the core of your business success. We are well equipped to provide your company with a set of tools that helps you ensure that your client-base is well managed and your traders are happy with their service.

Backoffice System

This is an all-in-one software which includes management tools, providing you with insight on compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, requests, reporting, and more.

Client CRM

Built as a bridge between you and your clients, the CRM platform includes key features, providing you with real-time data, leads management, client details, marketing and email tools, referral links, and more.

Members Area

Clients can deposit, withdraw and convert funds, request internal transfers, upload documents, create accounts, and more.

IBs Portal

Introducing brokers agents get access to a portal where they can monitor both their performance and that of the clients they referred. They are able to track trades, monthly returns, client activity, rebates, and more.

CS Help Desk

Manage your clients’ requests through a simple system for tracking, prioritizing, and solving customer support tickets. You’ll be able to optimize your support operations seamlessly across channels.

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