Our Client Area is exceptionally secure and dependable, operating around the clock to assist your clients.
Completely adaptable, our forex CRM software can be customized to align with your business requirements.
User-friendly and straightforward, our Client Area is self-explanatory and facilitates swift and effortless usage.
Each component of the Client Area can be entirely customized with your branding, encompassing the processes within it.
Integrated call-to-action features.
Immediate alerts when a client performs an action.
Automated email dispatches integrated within the registration journey.
Convenient retrieval of reports your customers require.
Tailor various onboarding processes.
Utilize an uncomplicated signup procedure with comprehensive Know Your Customer (KYC) checks.
Employ our integrated questionnaire and suitability assessment.
Automated grading with varied results.
Enable limitless deposit and withdrawal capabilities.
Cleanly and clearly display your customers’ account information
Safely store client information
Provide downloadable client history
Experience real-time chat features.
Adapt your Client Area into various languages.
Enable clients to introduce referrals beneath them.
Employ the link generator, banners, and analytics to draw in Introducing Brokers (IBs).
We have over a decade of experience in developing Client Areas and CRMs for brokers, giving us precise insight into what our clients require for success from the ground up.
We consistently develop cutting-edge tools and functionalities to guarantee our CRM, Client, and Partnership Areas stay at the forefront of the industry.
Our CRM software is fully customizable from scratch and offers integration with a wide range of third-party solutions.
Our code is streamlined, verified, and protected, ensuring that our CRM solutions function around the clock, every day of the year, with few complications.
Our skilled development teams can provide smart tailored solutions swiftly.
Every aspect of the system can be tailored to match your company's branding and colors.
The mobile app for our Client Area is designed for use on the move, accessible from any location, at any time.
