Forex CRM solutions and brokerage software

With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele. Our domestic growth has been extraordinary, which confirms that we offer the most solid, simple and elaborated software solutions available established and solid. The important role of our partners is always ensured to be rewarded. Together with Syntellicore CRM, Dynamic Works can also deliver your Forex Traders Room as a bundle.

Forex CRM systems

Monitor and accept fast crypto deposits and withdrawals through our payment plugins. Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. This sales system was created with specific broker tasks in mind. It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general.

In today’s world, providing the speed process of sharing information and making instant decisions are important factors of high profit. Thanks to the XCritical solution, your company’s employees will be able to exchange all the necessary info without the risk of its loss. Moreover, the system administrator will be prepared at any moment to provide individual trade access to each of the employees.

Fintech Provider UpTrader Launches a New Investment Service

Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients. Increasing the speed of support response is the goal of your Support Department. The system has abuilt-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other. Our FXOD CRM system’s key advantages is the flexibility in setting up security parameters.

Forex CRM systems

For instance, the sales department could quickly get all the required information about leads to turn them into a customer. Support specialists also benefit from being connected to the platform. The system can be adjusted to suit any business structure, even if unconventional. It allows you to effectively establish cooperation with partners, provide customer support, and use all the advantages of a cloud service to form unified reporting and analytics.

Client distribution settings

Access to information is then determined by the assigned position. XCritical CRM ensures that sensitive data is secure without impeding workflow efficiency, by allowing your staff to share tasks and responsibilities. XCritical CRM supports on-premises access to computing resources.

Forex CRM systems

You can decide what type, what conditions, what name, and so on you want your bonus to have. Access to daily technical or fundamental analysis for your clients in the trader’s room. UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / cTrader or any trading platform you want to connect to. Yes, now the mobile application for Cabinet Area is available for your and your clients.

Access to all information on partners and clients

To supply traders with high-level technology, brokerage firms are granted the freedom to combine numerous liquidity providers, payment providers, and other external services. Both the Start-up and Enterprise editions of the product are available for purchase. Business owners may also get this software via the White Label model, which is available to them. Syntellicore is a flexible CRM system developed exclusively for Forex Brokers and White Labels who are dedicated to a higher level of Customer Experience. A cost-effective solution, Syntellicore can be customized to your exact business model and be optimized to match your existing procedures. Syntellicore fully integrates with trading platforms (e.g. MT4/5).

A CRM solution will help them track progress and work much faster. Now that we’ve discussed your request, it is time to build CRM software that would meet all your needs. XCritical’s manager will help you choose the right options to get a cost-friendly and efficient system. You can also change the generation frequency for different types of reports. Admin decides whether to open a trading account for all new users or for verified clients only. Notification system alerts the clients about every step of KYC and deposits/withdrawals.


Users read the notification in order to analyze targeted public metrics. Provide us with your logo and favicon and we will design the product to fully match your company colours. A matching engine platform for exchanges developed by B2Broker that powers up the world’s best-known exchanges.

  • Syntellicore Traders Room can operate as a central Customer Profile and a single Wallet.
  • Additionally, the software enables traders to take advantage of its advanced analytics feed, which includes free technical & fundamental analysis, an economic calendar & daily news updates.
  • According to, the most popular stablecoins with the largest capitalization are currently Tether , USD Coin , and Binance USD .
  • Having a solution that incorporates a trader’s room, back office, and customer relationship management system will contribute to your company’s long-term success.
  • PSP Solutions Our PSP solutions work seamlessly with the merchant accounts.

A web interface for the сrурtо-сrурtо / fiаt-сrурtо ехсhаngе in a few clicks. Full customization, REST API connection to any ехсhаnges and providers. A training professional will guide your team through all your systems, and you are good to go!. Assign specific permissions for different staff members for maximum data protection. Track your sales and success teams’ performances collectively and individually.

Reach your traders by integrating your platform with your phone system, email sender, and SMS. 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.

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. A highly responsive and scalable menu that allows the user to quickly and efficiently perform different actions in their personal trader’s room. Deep integration with the flagship trading plaftorm, MetaTrader. Deposits, withdrawals, instant transfers and everything you need for the ultimate trading experience with B2Core. We have already onboarded many industry leaders with our cutting-edge technology!

Forex affiliates | Your partners

XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place. Your sales and customer support departments will get to a whole new level, speeding up processes and helping traders with their needs. Besides, your client data will be stored without duplicates and errors.

Since an effective CRM software greatly impacts your business operations, it is important to choose one that is right for your business. Because CRM software significantly affects your success, you should devote significant effort and budget for this purpose. Last year MetaQuotes suspended selling White Label that caused the forex industry to start looking for alternatives. Most sensitively it was perceived by small brokers who can’t afford to spend a couple of extra thousands dollars for the MetaTrader 5 Full license. Therefore the good alternative for them turns out to be с-Trader White Label, whose policy is pretty mild and price is reasonable. However MetaQuotes remains the main trading platform provider and it still sells the Full License MetaTrader and companies are still looking forward to the opportunity to work with MetaTrader.

Forex CRM systems

The first and most important tool you will need to start a new forex broker company is a trading platform. A trading platform is the software that traders use to access the forex markets and execute trades. There are several trading platforms available, but for a new broker, a white label solution is often the best option. This allows a broker to incorporate lead generation, interoperability with MetaTrader 4 and MetaTrader 5, reporting, multi-level IB, and other communication features within the platform. After the support staff of the brokerage company begins to use the solution web program actively, the profitability received from each purchaser increases significantly.

General settings

It should be mentioned that copy trading is very popular with newcomers on financial markets because it allows you to get good trading results by copying from experienced traders. As we see it, this often happens when an advertising campaign is launched. A new payment system is released, and they want to quickly attract customers. An advertising campaign is launched offering lower than usual commissions, for example, 5%, and starting from a certain volume, 3%. And since the campaign is held within a certain timeframe, the support team receives many requests simultaneously and simply cannot cope with the flow. As a result, the response time increases with each new request, since the resources of the support team are limited.

Dynamic Works is certified with ISO9001 and ISO27001 for Information Security. Other customised support systems can forex crm also be integrated as per your requirements. We can integrate any two-factor authentication settings or providers.

Benefits of CRM

A customer management, verification confirmation and ticketing system for your support service which also includes many other useful features. Allow your clients to verify their accounts before conducting any financial activities on the platform. Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions.