Aggregated pool of liquidity from tier 1 Banks and non Bank providers which helps us ensure optimal execution for clips of any sizes. Regional restrictionsHonorFX brand does not provide services to residents of the USA, Japan,British Columbia, Mauritius, Quebec and FATF black listed countries. When it comes to the coverage on the OTP market, it’s not https://xcritical.com/ cheap and easy to arrange for the new brokers. We are a UK-based Fintech Company that has been a partner in success for many renown brokers. Start your branded broker using a cost efficient, reliable, and fully secured solution. StartFXM is a group of expert broker consultants here to guide you and help you in setting up your own Forex business.

The product is based upon a deep understanding of what traders are looking for. Can they see what each other are doing and provide insight and elements to avoid? Although most of the referrals should have an automated tag, and there should be a system of notes and notifications, it is significantly better to have an affiliate manager constantly aware of the activity. FXBackOffice combines CRM, client admin, and partnership management all in one, and is compatible with both MetaTrader and cTrader, and is worth checking out. For executives on the go, the company also provides access to all reporting through mobile. Traders also get access to the personal wallet with replenishment and withdrawing tools.

Multiple liquidity distribution methods

FX Back Office CRM is another powerful platform designed to help brokers establish solid relationships with traders and operate business with maximum efficiency. To achieve this, B2Core utilizes advanced systems that provide precise reports and statistics and compile and store information. A support ticketing system allows you to manage customer inquiries and requests centrally. This efficient tool makes it easy to respond to customers’ needs quickly — helping ensure that all problems are solved with minimal disruption.

B2Core includes a front-end for traders, as well as a back-end for administrators and personnel. Firms like forex and cryptocurrency brokers, securities brokers, and spot and margin exchanges may be right in stating that B2Core software is the driving force behind their success. Additionally, B2Core supports current B2Broker clients that need the program since there is no more effective software out there for the task at hand. Another aspect is maintaining the trader’s personal account in the dealing desk as Forex brokerages can manipulate clients via this tool. It helps to analyze requests and register users that meet the regulatory body’s requirements, as well as the international trading norms. Traders/investors can also use a personal account for financial operations.

The Forex CRM system: definition and key features

Monitoring and analyzing client interactions is another significant advantage of customer relationship management for forex brokers. A CRM may also help them better manage their marketing and sales initiatives. Because of the high level of customer satisfaction and the high degree of competitive advantages it delivers, you may have heard of or seen several companies use B2Core software. Forex brokers and cryptocurrency exchanges use B2Core, the industry’s most comprehensive CRM system.

Configure the client experience through the management platform and remove features as required. Provide your clients with the popular MetaTrader 5 trading platform without the expense of setting up and maintaining your own server. HonorFX’s zero point technology made available to white label partners, optimize the trading environment forex crm and enable you to outshine the competition. If you are an established broker or money manager looking to take the next step in developing your brand then HonorFX can supply you with necessary technology and resources to set up your own brokerage. We provide robust infrastructure and allow you to focus on taking care of your clients.

Relationship management with customers

An effective app would provide seamless integration across devices and contain all necessary features from its desktop version for effortless usability. Flixbus Discover the customer success story of Flixbus and how they scale-up their business by implementing Salesforce solutions, the most powerful CRM tools in the world. Our customers’ success stories inspire us to continue delivering the tools your business needs to thrive. And when they are convinced that our Salesforce assistance and methodologies have helped them scale their business, they don’t hesitate to tell us about their experience and share it.

Your trading terminal must have updated pricing on each instrument at every second of time, 24/5. “Execution, Strategy, Client support and assistance, everything is just bang on. These guys helped me scale up my business from grey label then to MT5 Admin now. Avail the maximum number of Funding & Withdrawal methods to your clients and get them integrated into your Client’s Area.