Swift Client Onboarding & Tailored Forex Brokerage CRM Back-Office
A robust Forex CRM & Back Office system developed for Forex Brokerages who are dedicated to offering a tailored customer & partner experience.
- Client & IB (introducing broker) Management.
- Fund management.
- Dynamic financial activities report generation.
- Internal support system.
- Supported by Trading Platform.
Advantages of the FinGrail CRM Back-Office
Client KYC – verification
Optimize your KYC process with customizable forms and seamless document uploads for clients. Broker admins can efficiently identify, monitor, and facilitate sign-ups, enhancing the onboarding experience.
Ticket system integrations
Our default internal ticketing system ensures smooth communication, with the option to seamlessly integrate customized support systems based on your specific requirements. Streamline your communication effortlessly with our versatile solutions.
Total customization
A completely branded and tailored platform featuring custom logos, banners, icons, names, profiles, statements, instruments, color schemes, and more.
Tailored to suit your needs
It is suitable both for beginners and professionals. The interface is intuitively understandable.
Integration with Trading Platform
FinGrail's MT CRM gives you full access to trading information such as consolidated customer balances, customer transactions, open trade, running trade, closed trade, etc.
Dynamic Reporting
Discover versatile and fully customizable dashboards for insightful comparisons, risk management, compliance, and tracking sales and marketing trends. Elevate your analytics with our powerful dashboard solutions.
Client Management
Managing your customers becomes easier and more efficient than ever before. Keep your customers happy and loyal by maintaining top-level support.
Control your clients’ finances
360-degree view & control of incoming deposit/withdrawal requests from your clients, you are effectively minimizing the processing time and thus increasing client satisfaction.
Multi-Tier IB System
FinGrail's Forex CRM makes the management of multi-tier IB simple and easy. The back-office is assimilated to your business needs, making it an easy-to-manage.
Information Security
Your customer information is your most valuable asset. Client data is kept under our secure & highest security hosted cloud environment.
Notifications
Prompt backend users to address crucial client-related tasks promptly through push notifications, minimizing wait time even when the user's focus is not on the dashboard.
Multilingual
Our CRM supports multi-language interface.
How Forex Back-office
software works
Broker admin will be notified by notification or by email when a client signs-up. Therefore, the client can get approval after the sign-up.
Add/remove client account, set manager, set IB, set verification, manager/investor account request, add manager/admin.
Whenever a client request for deposit/withdraws/internal transfer, the broker can manage the request or automate the request from here.
The broker can view an overall summary of deposit, withdraw sorted by group. The broker can also see the running / closed trades by the clients with an informative overview.
The broker can set MT 5 server configuration, portal customization, set leverage, set account groups & limitation, payment method & many more.
All kinds of issues from clients are dealt with here with the ticket system. Also, an internal mail system is available for general communication.
Manage Your Clients In One Place
Managing your clients, admins, and IB partners made simple by FX Meta Tech Traders Room. Oversee every aspect of your Forex business from one place.
- Complete Fund Management
- Easy access and operation from the clients’ end
- Effortless management and support from the broker’s end
- More payment gateway options for transactions
- Easy management of multiple trade accounts
What You Will Obtain
From a Traders Room
CRM is essential for any brokerage. Without CRM trading platform, it is impossible to keep track of your brokerage and clients. The bulk data involved in Forex broker can only be stored in the cloud or online. Hence, Traders Room is an integral part of the CRM as it properly compartmentalizes all the data and networking.
Client Information
Knowing the trade volumes, location, trading record, and various information of your client will immensely aid in building a strong client base, accelerating your branding progress.
Easy Trading
Via Traders’ Room, a trader can trade at any location as a variety of payment gateways and e-wallets are integrated
Organized Data
Immense amount of data organized and categorized for your convenience. All the analytical information of the clients such as their statuses, activities, and trading progress are organized in charts and statistics. The data is also integrated with advanced admin functions in the front-end.
Co-operative Compliance
To be eligible for trading, clients can upload and handle the personal data and documents necessary for the contractual agreements.
Trading Platform Compatible
Complete access to trade records, such as integrated client transactions, client balances, ongoing trade, closed trades, etc.
Multilingual Features
A wide range of languages available in the FX Meta Tech Traders Room. With our in-built language settings, you can change the content according to your preferences.
Funds Management
Handle and keep track of your Forex finances in one platform. Enable your clients to manage all their financial activities in one facet.
Integrated Bank Account
You can integrate your bank account with the Traders Room and sync up all your funds with your Forex trades. You can deposit and withdraw your funds at any time, from anywhere, within a click.
Vast Range of Currencies & Multiple Trading Accounts
Under a single profile, clients can create multiple trading accounts in different currencies and leverage levels. The funds can be transferred to and fro between the clients’ wallet and their trading accounts, making it more convenient for them.
Easy Payment Acceptance
All the widely used PSPs (Payment Service Provider) can be integrated with the Traders Room. Select and incorporate alternative payment services that meet your clients’ personal requirements so that they can safely complete their purchases online without any issue. Any other PSP can be integrated at your request.
Management of Investments
Oversee your investments and trades in a single portal. Easily manage your clients’ investments within a click’s reach.
Copy Trading
Clients can copy trade from their Traders Room profiles. The Traders Room profile is multifunctional and hence can improve efficiency. More productivity is ensured as the clients can follow trading experts and copy trade within the brokerage.
Social Trading
Clients can efficiently execute social trading via their Traders Room profile as it is integrated with Trading Platforms, bank accounts, and multiple trading accounts. This saves time, conserves revenue, and makes it highly convenient for everyone involved.
Trading History
Keep track of your clients’ trading progress and activities. Keeping past records of one’s trades avails the opening of multiple trading accounts and changing of leverage levels.
Financial Records
Obtain the entire financial records from your financial activities recorded in a user-friendly interface.
Transaction History
Monitoring and checking the transaction history makes it easier to verify your clients’ accounts. This ensures proper security and assessment.
Monitoring Ongoing Trades
Keeping tabs on your clients’ ongoing trades enables you to be updated with their activities. This aids you in assessing their progress and reliability. This will also help you to evaluate whether they are capable of handling leverage level changes.
The Complete Dashboard Built For Expedited Progress
Prioritizing you and your clients, the dashboard is specially engineered to make Forex trading simple for everyone involved. From registering new accounts to electronic transactions to handling the trading platform activities, you and your clients will have access to thousands of functions with a secure login.
- Simple User Interface
- Engaging Layout
- Elucidated Sections
- Banners
- Important Quick Links
How FX Meta Tech
traders room works
Traders fill up the sign-up form thus allowing admin to monitor and assist in the sign-up process.
Once sign up is done, client is redirected to trader’s room with access right. The account opening process is as smooth as possible.
Once the client’s identity is verified, client can self-manage deposit, withdraw, internal transfer in the Trader’s Room.
Client can manage their trading account & also can see their trading account summery & history.
Client can also participate into social trading module from here. Here, clients can request for investor/manager & manage their investor & manager accounts.
Let your IB work for you
A true multi-level IB (introducing broker) architecture & reliable solution to expand your brokerage.
- Complete affiliate system for Forex brokerage.
- Multi-level structure of client referral system.
- Commission allocation system.
- IB account management.
Advantages of the
Multi- level IB panel
True Multi-Tier Architecture
A true Multi-Tier system which facilitates your Partners (IBs and Affiliates) to build their own referral networks. These networks can accommodate both Traders and Partners. These Partners can form their own sub-networks.
Unlimited number of tiers
Limitless tiers of affiliate commission generation based on the criteria you set.
Set your own conditions
The broker can set the percentage of commissions to affiliates for attracted clients.
View client tree
Let your IB manage & monitor their clients with the most advanced system overview.
Distribute commissions
To keep records of the commissions, there is a special report available in the Multi-Level IB room. The amount of commissions from the clients to the IBs is calculated automatically.
Commission transfer
IB can transfer their commissions to their trading accounts to easily withdraw profit.
View reports
Data on the number of transactions, registrations and deposits made by the client is available to your IB.
Real-Time Updates
Gain full control over the process by analyzing IB performance on-the-go.
Commission on a single trade level
The commission for each trade your clients makes is instantly generated, calculated through the multi-tier algorithm and distributed accordingly.
How multi-level IB works
IB invites and register new clients to your network via his/her IB referral link & send request for signing up.
IB can see all the deposit & withdraws made by his clients from here. IB also can transfer fund to the trading accounts.
IB can view the trade summary of clients like – open, closed trade, transaction history.
Here the whole network of clients under the IB is shown & IB can also see the commission statistics.
FinGrail Global has designed the multi-IB portal to grow & expand your brokerage. The more IB, the more chance of growth of your brokerage.