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. Start with buying White Label MetaTrader 4 and MetaTrader 5UpTrader — your trusted White Label Forex brokerage provider. You can decide what type, what conditions, what name, and so on you want your bonus to have.
Brokers should find a deal with providers; the cost will depend on the range of needs required for your company. The back office is a service or technology that deals with the office’s administrative and logistic tasks enabling the front and the middle office to operate properly. The responsibilities of the back office typically comprise IT, human resources, clearances, account management, record maintenance, regulatory compliance and other services.
Deposit bonus
Thus, you can analyze a purchaser in more detail and control all trading operations according to specific calendar periods. All reports that you want to do on various indicators can be easily exported to XLS, SCV, PDF, HTML, and TEXT files. At the same time, the report data can be used by all firm employees as well as proper risk management and control departments. CTrader is revered in the forex world for its transparency and honesty. It is the first platform that offered STP trading for a wide range of traders and the only open source platform that allows brokers to fully customize the trading platform for the clients. CTrader is the second most popular platform after Metatrader among traders and the first among professional traders.
As a result our forex back office software enables you to stay in contact with your clients that too very easily. Our Forex CRM allows you to access all your client data whenever you need to. You will no longer need to store or https://www.xcritical.com/ access data through other platforms to understand your own business. Our solution can help you increase the profit potential of your brokerage by resorting to
a hybrid operating model that combines A-Booking and B-Booking.
Payment Service Providers (PSPs)
A new generation of forex CRM, client cabinet and back office software. Purchasing the right back office platform helps future proof your brokerage. Although KYC requirements forex back office software may be the most common regulatory rule, there are many others that your firm must fulfill if you are licensed with a regulatory authority like FCA, ESMA, and CySEC.
You may not have partners now, but if you want your firm to grow then the back office tools you choose should include features for managing IBs or money managers. Similarly, you may not plan to seek regulatory licensing immediately, but doing so in the future could help you expand your business into new regions. In addition to viewing general information for clients, you also need to be able to view and manage the balances in their accounts.
Trading Platforms
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. UpTrader provides through its licensed partners a full range of legal services both as a standalone package and as part of the White Label MetaTrader 4 and MetaTrader 5 offers. Our forex back office software truly assists in boosting your brokerage growth. A sales manager or broker admin will receive a notification by email upon a sign-up.
One of the most significant barriers to clients depositing money is a complicated or lengthy process for funding their accounts. Look for a tool that can integrate with Skrill, SafeCharge, or NETELLER. When your forex back office software connects to your trading platform with real-time monitoring, you’ll be able to open and close trades for clients.
Mail & Ticket system integrations
Back office software should allow you to track the balances of all client accounts within your financial organization. It should also let you transfer funds between multi-currency accounts for clients, add credits and rebates to clients’ accounts, and issue refunds to clients. Monitoring and managing account balances will ensure that you can help clients who have questions about their balances.
- The smooth interaction between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure.
- We are talking about those cases when the trading activity of traders undergoes serious changes and becomes completely different from what it was originally.
- By automating these processes, forex back office software can help brokers and traders save time, reduce errors, and improve their overall efficiency.
- Best-in-class web & mobile trading platforms, sales-driven CRM, full integration with MT4/5, and 150+ payment providers.