A robust Forex CRM & Back Office system developed for Forex Brokerages who are dedicated to offering a tailored customer & partner experience. Proving compliance is now much easier and you don’t have to hassle your customers or administrators for updates. Get a brokerage focused financial back office to do the heavy lifting for you with a tailor made Forex CRM.

administrators can configure settings such as exchange rate and trading
platform connections. FX Meta Tech gives you full access to trading information such as consolidated customer balances, customer transactions, open trade, running trade, closed trade, etc. All major PSPs come pre-integrated to your system, which means your traders can use their favourite payment methods for deposits straight from the client portal, no matter where they are in the world. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future.

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In addition, it’s essential to be aware of the potential issues that could occur with traffic, customer engagement, or software. The forex brokerage domain is evolving quickly, compelling organisations to stay ahead in this competitive arena. Cutting-edge, tailor-made trading platforms offer many benefits ranging from heightened data security and operational efficiency to unparalleled customer service.

forex back-office software

In this video, B2Core Product Manager, Ivan Navodnyy, talks about one of B2Broker’s flagship products, B2Core. Cost-Effectiveness – This software is a boon for brokers aiming to amplify forex back office software profits while curtailing operational expenses. By automating manual tasks like customer support, account management, and order processing, long-term cost savings are realised.

Bring More Value to Your Brokerage Business by Choosing the Right Services

Pricing based on the number of active traders you have is ideal for small brokerages that will likely expand in the future. If a company’s website doesn’t make it clear what features their tool will provide, request a demo of the product and be prepared to ask about features they don’t show you. Obviously, one of the most important things to consider is whether the provider offers the tools you need. The back office – a system offering customer management, validation checks, and a support ticket system with various valuable features.

  • The admin area is the most essential component in the structure since it controls, organizes, and structures comprehensive information about customer activity, including trade data, its type, duration, etc.
  • When staff is enrolled in a customer relationship management system, communication with consumers becomes much simpler.
  • FX Meta Tech excels in providing technology solutions for Forex brokerage through its professional & top-notch service.
  • Our expertise in working with a wide variety of
    platforms ensures the shortest launch times.
  • Control compliance documents uploaded from the Traders Room using Workflow Engine.
  • This reduces the risk of errors and ensures that all trades are settled in a timely and efficient manner.
  • A dedicated KYC management system helps brokers collect, verify, and manage customer identity information as regulatory authorities require.

Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your  Syntellicore Forex CRM. 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. Syntellicore is integrated with an intuitive Trader’s Room, it can be customised to match the Broker’s exact business model and optimised to match existing complex procedures through a user friendly approach.

Crypto Spot Exchanges

The App Store is powerful yet easy to use, providing the ability to the Broker to change or expand the entire system in no time. With that in mind, here’s a list of the things you should look for in a CRM provider. Money laundering has been a pervasive issue that banks and financial institutions https://www.xcritical.com/ have had to grapple with for decades. Trader’s Room delivery package includes our commitment
to supporting you at every stage of integration and servicing. Build an engaging, high-performing website to create brand awareness, drive conversions and make lead processing effortless.

forex back-office software

One of the most significant barriers to clients depositing money is a complicated or lengthy process for funding their accounts. Back office technologies support complex data management solutions and processes while allowing companies to spend as fewer as possible and maximize efficiency. Also, This advanced system can easily handle payments and settlements without extensive investments.

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Detailed permissions and logs allow you to track and attribute changes made within the CRM. Soft-FX is a software development and integration company and does not provide financial, exchange, investment or consulting services. Take advantage of 60+ fiat payment systems and a digital asset processing service integrated with 20+ blockchains, available from day one of the launch to handle Forex and blockchain operations.

forex back-office software

A sophisticated reporting system also facilitates regulatory compliance by generating accurate and timely reports for auditing purposes. Forex CRM solutions help brokers keep track of potential customers and assign responsible managers to contact them with all necessary trade information. By automatically assigning a manager to each prospective customer, the Forex CRM solution ensures that each one receives timely and accurate information. This helps brokers build strong relationships with their clients, which is essential for success in the forex market. A personal Forex back office software is an important tool for customers who want to access all of a brokerage’s services. With this software, clients can publish verification papers and create trading accounts.

Lead management

With B2Core, brokers, traders, and administrators have access to many tools meant to simplify their operations. Plus, the ability to link hundreds of different add-ons and payment providers gives businesses enough flexibility to meet their specific needs. When it comes to online trading, back office trading software providers offer a comprehensive package of services that can save you time and money. To choose the best Forex Back Office Trading Software provider, it is important to select one with a proven track record of success. Also, make sure that the back office trading software provider offers a transparent pricing model and top-quality customer support. If your back office software integrates with your forex trading platform, you can have real-time monitoring of all accounts.

You’ll be able to view real-time margin, P/L, and position sizes for all client orders. This information will ensure you can issue margin calls at the appropriate times and advise your clients of their risks. It will also allow your firm to control its exposure, which might be especially useful if part of your firm operates as a dealing desk brokerage.


This article delves deep into the essence of forex back office software, elucidating its significance for forex brokerages. Yes, Forex back office software can be customized to meet the specific needs of each brokerage. The software provider can work with the broker to identify their requirements and customize the software accordingly.

This helps brokers and traders make informed decisions and stay on top of their finances. Transactions for each client are retained in their own account, and employees can check the history of any trader’s behavior at any time in the future. This allows management to focus on only the most important tasks, such as deposit operations, withdrawal requests from a client’s trading account, and platform technical issues. When choosing a CRM for Forex brokers, it is critical to list all features important to you and do research on the several CRM systems available today. By following this, you’ll be able to figure out precisely what your brokerage firm needs and avoid any organizational problems.

Unveiling The Future of Crypto Payments with B2BinPay v17

Since the Forex market is very popular, there are many scammers trying to swindle money with various frauds, so this feature is a necessary element. Trade reconciliation is an essential part of forex trading, but it can be a tedious and time-consuming process. Forex back office software automates trade reconciliation, ensuring that all trades are accurately recorded and reconciled. This reduces the risk of errors and ensures that all trades are settled in a timely and efficient manner. With TickTrader Trader’s Room, you can build literally any report you may be required to provide,
whether you work under EU, UK or AUS regulation.