CLOUD CRM & CLIENT AREA


Our state-of-the-art and mindfully designed CRM has been developed specifically for the Forex industry, offering advanced client management features which will help you and your team achieve new levels of productivity and efficiency. Combined with our ready-made Trader's Room solution you can now offer to your clients a fully-featured client area. This product is the result of years of experience within the industry and carefully studied feedback from users and customers. You can now seamlessly administrate and manage your client's conversion process from account opening till deposit of funds. Request a demo access today and witness the ultimate solution for Brokerages and Financial Firms.

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Feature set

  • Compatible with MT4™ and MT5™.
  • Customizable dashboard: a departmental overview.
  • Clients listing and filtering, including configurable pre-saved views.
  • Client profile including: Personal details, trading accounts, finances, notes, sales info, documents, registration logs and action logs.
  • Sales and retention module, including configurable 'client / sales agents' auto-mapping.
  • Trading accounts management: editable MT4/5* settings, finances, transactions history and balance operations, via MT4/5™ Web API.
  • Leads management module.
  • Integrated payment gateways APIs.
  • 1-Click deposits and withdrawals.
  • 1-Click funds reconciliation.
  • Management dashboard: detailed financial overview and other elevated access metrics.
  • Agents management, roles, permission actions and user logs.
  • Extended departmental reporting.

CRM Benefits


Office Network Compatible.

Our solution allows segregating your business operations based on your specific multi-office set-up.

Built-in Multi Regulation

Tailor-made clients segregation and compliance requirements based on your firm's multiple regulations.

One global account per client

One global account per unique client consolidating multiple trading accounts per physical person across different regulations and/or trading platforms

Real-Time Updates

View your clients' trading activity, deposits/withdrawals requests, new registrations and more, all from a beautifully designed, responsive web-based application.

Control your clients’ finances

Have a complete view and control of incoming deposit/withdrawal requests from your clients, and with the ability to automate parts of the process, you are effectively minimizing the processing time and thus increasing client satisfaction.

Know your customer

Manage and view your clients' KYC documents, send automatic alerts for expiring KYC and monitor account activations more efficiently.

Sales & Retention

Integrated Leads Management module, as well as, sales and retention tools.

1-Click Funds Reconciliation

Reconcile between your clients' cash equity with the actual funds held at your bank account in just a few minutes using the N-CRM's advanced reporting capabilities.

Automated Currency Conversion

Financial transactions between different currencies are automatically converted based on live pricing.

Tailored to your Needs

Fully customizable to fit seamlessly into your business model and trading environment.

Client Area


Feature set

  • One Global account per client, managing multiple trading accounts.
  • Trading Account opening form and account management.
  • Trading Accounts detailed overview including: performance and stats, finances, open trades, trading history and security settings.
  • On-demand payment gateways integration.
  • Internal Transfers, with built-in live pricing based currency conversion.
  • Trader Dashboard including: Overall performance, insights and market trading hours.
  • Trading Tools & Widgets including: margin calculator, pip/point value, swaps calculator and currency converter.
  • Compliance section: trader profile and KYC documents upload.
  • FAQ & Download center.

Client Area Benefits


RESPONSIVE

Accessible from any device. Retina ready.

SINGLE-PAGE APP.

Amazing user experience with seamless navigation.

MODERN & FAST

Latest technologies to guarantee high performance.

BRANDED

Customizable design to match your corporate image.

SECURED

Latest technologies combined to ensure information security.

TAILOR-MADE

Ability to integrate any 3rd party or custom solution.

Integrated Trading Tools & Widgets



Live quotes tickers, forex calculators, market insights and many more that can be included to either of our Client area and IB Portal solutions.

EURUSD / |
GBPUSD / |
USDJPY / |
EURGBP / |
USDCHF / |
AUDUSD / |
NZDUSD / |
USDCAD / |
XAUUSD / |

Live quotes

Advertise your trading servers live prices in an elegant way. Your IBs and affiliates can embed these widgets on their websites to attract more clients.

SymbolBidAskSpread
EURUSD
GBPUSD
USDJPY
EURGBP
USDCHF
AUDUSD
NZDUSD
USDCAD
EURJPY
SymbolBidAskSpread
EURCHF
EURAUD
EURNZD
EURCAD
GBPJPY
GBPCHF
GBPAUD
GBPNZD
GBPCAD
*Prices are indicative and for demonstration purposes only.

Market Trading Hours

View at a glance the forex market hours, time zones and current status of the world's currency markets.

New York 00:00 Stock Exchange
Opens/Closes In 00:00
London 00:00Stock Exchange
Opens/Closes In 00:00
Tokyo 00:00Stock Exchange
Opens/Closes In 00:00
Australian 00:00 Securities Exchange
Opens/Closes In 00:00

Forex Calculators


We present a set of forex calculators to help your clients make trading decisions during their forex trading. Values are calculated in real-time with your brokerage current market prices to provide an accurate result.

Margin Calculator: The required minimum amount in your account, which is necessary to open the desired position.

Pip/Point Value: It is always good to know how much the current profit or loss will change when the price of the underlying asset moves by one pip.

Swaps Calculator: Financing costs play a special role in Forex and CFD trading. Check the amounts that are due or will be credited to your account for positions that are held overnight.

Currency Converter: Calculate live currency and foreign exchange rates.

Custom widgets & Charting

You can now order custom widgets and charts, based on your live trading servers data, for your website or client area. They can be easily integrated into the form of embeddable frames or in-house implemented via APIs.

The following example shows the trades population segmentation and the distribution of buy vs sell for the most traded pairs.

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