What is Forex CRM? FxmetaTech Best Forex CRM Provider

XCritical’s solution helps different departments communicate, simplifies the work process, and speeds up routine actions. All that is left is to teach your specialists to work with this software. We shall demonstrate the navigation and every feature so your team can use the platform confidently. CRM works in complete synchronization with the MetaTrader4, MetaTrader5, and XCritical platforms. All data is updated in real-time, enhancing control and ensuring fast analytics.

With this feature, it is possible to track the monthly, quarterly, and annual records of the client. Some important analytics which is covered in this feature include e-wallet transactions, withdrawal, deposits, IB, and much more. As the admin, you can add any trading platform right from your administration interface.

Brokerage Intelligence

Marketing tools-To see the data from reports which customers are actively doing business, and which ones have reduced their trading activity. Client profile management- Store and manage customer’s personal information to provide them the best services while staying under regulations and legislation. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. 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. In addition, we launched a tag system, that will allow your admins to monitor only the clients’ data that are “tagged” to them.

Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. That is how long it takes to integrate Forex CRM with your MetaTrader 4, MetaTrader 5, cTrader or any other trading platform. The CRM forms reports for each client and provides control over withdrawals and deposit replenishment.

Free Android and IOS Mobile App

Access the complete set of advanced trading solutions with your branding, enabling you to run a successful brokerage business backed by advanced analytical features. As the company grew, its founders understood that they’d outgrown their current solution of using many different siloed Forex tools to run their business. 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.

We offer a large range of products and services to enhance your business operations. 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. 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.

Forex CRM Admin | You

Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. The most comprehensive solution to manage all your https://xcritical.com/ complex and ever-expanding tax and compliance needs. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology.

• After researching and analyzing various providers, select the best one.
• A good Forex CRM also incorporates a range of useful tools to assist in this process including trading analytic and reporting tools.
• A highly responsive and scalable menu that allows the user to quickly and efficiently perform different actions in their personal trader’s room.
• We create state-of-the-art solutions furnishing the latest Forex Web development, trading solutions, white label solutions, tools, extensions, plugins, and other financial applications development.
• The system can be adjusted to suit any business structure, even if unconventional.

Forеx is one of the largest and most profitable financial markets today. You can use the industry’s most popular Forex trading platforms to their full force with our CRM, with no volume limitations. Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience.

Power Your Brokerage

Besides, your client data will be stored without duplicates and errors. Hailed as the leader in the development of Forex Brokerage and MT4/MT5 solutions provider in the industry, iQinik Technologies developers create a unique service for their clients and customers. We create state-of-the-art solutions furnishing the latest Forex Web development, trading solutions, white label solutions, tools, extensions, plugins, and other financial applications development. We help you inherit the uniqueness and efficiency pivotal to harness the best of Forex trading.

Create automatic notifications for key events, margin calls, and marketing campaigns. LXCRM also provides Affiliate System integration, allowing brokers to automatically track their affiliates’ performance from one location. The clients can distribute their funds from the wallet to all their trading accounts or put them back to the wallet. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. Brokers can personalize their CRM to fulfill their brand protocol like logo, color schemes, etc. to look more pro from the client’s end.

Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base. It allows brokers to create and manage any number of partners and set the commission settings also. XCritical’s CRM can be integrated with a wide variety of trading platforms, including MT4 and many others. If you’ve got a custom platform, we shall do our best to make the integration process fast and smooth. Salesforce is amazing customer management software and you don’t have to adapt yourself to make use of it for your business. IQinik is one of the well-established companies, which offers successful Salesforce CRM customization solution.

Data & Analytics

It can have two-way integration with a trading platform with the CRM being the master source for some fields while the trading platform is the master for other fields. Used to record and process marketing leads and incomplete client registrations. Supports a variety of fields related to customer trading accounts, compliance and external campaign tracking. IQinik’s client such as broker, bank, or any financial institute or any entity to whom we provided technology is sole responsible for all regulatory, legal and compliance issues and activity. IQinik does not offer or represent investments, trading, speculation or any money involved businesses.

One of the main advantages of XCritical CRM is its flexibility in setting security parameters. It is possible to assign different access rights to partners, internal company departments, and individual employees while maintaining complete confidentiality of personal client data. Staff access to information can be easily restricted, including through two-factor authentication. The option to receive notifications of customer actions helps managers react promptly in any situation.

Multiple Trading Accounts from Multiple Trading Platforms can be integrated with one Customer Profile and Wallet. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers. UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading.

An instinctive CRM interface will permit you to find out everything easily from the starting point of the Inbox. An ideal forex crm maintains clients’ data, connections, IB administration, marketing activities, and staff performance, everything in a single platform. It can be accessed by anyone from any level of the forex brokerage. This makes smooth coordination with existing tools, for example, MT4/MT5, web, and mobile trading platforms, trader’s room, or other tools.

New leads show up on the top of the list with all crucial information like name, phone number, email address, partner’s code, status, country, UTM. А client can choose account leverage from the list approved by brokerage, execution type, and so on. А client sees the list of account types available at the brokerage and can choose the best one for them. UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / cTrader or any trading platform you want to connect to.

Partnership

Before deciding to trade forex and commodity futures, you should carefully consider your financial objectives, level of experience and risk appetite. You should consult with appropriate counsel or other advisors on all investment, legal, or tax matters. References to Forex.com or GAIN Capital refer to GAIN Capital Holdings Inc. and its subsidiaries.

The QoreFX platform has been built using the latest advances in technology and software architecture. The implementation of your CRM system will be done in rapid time without any compromise in the quality of your system. We use the latest technology to develop, build and improve your Forex Brokerage solutions and execute them with business intelligence. An all-in-one package of services and software solutions thathelps entrepreneurs launch a new FOREX Brokerage..

All you need is login credentials for a manager account on the platform. 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. The wallet is designed to make it easier for you to manage your finances. This is especially true if you use more than one trading account. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. Control your sales, improve your team’s communication with traders and affiliates, keep track of withdrawal requests, and help clients with technical issues.