We are glad to present our comprehensive CRM software solution specifically designed for Forex Brokerages. Our software is built with the latest technology to help streamline your operations and improve customer engagement, all while reducing costs.
With our Forex CRM software, you can manage your client relationships with ease, whether you're a small boutique firm or a large enterprise. Our solution includes features such as lead and client management, advanced analytics, and marketing automation, making it easier than ever to stay on top of your sales funnel and engage with clients.
Our Web API is designed to provide seamless integration between the trading platform and our CRM solution
Tailor-made clients segregation and compliance requirements based on your firm's multiple regulations.
One global account per unique client consolidating multiple trading accounts per physical person across different regulations and/or trading platforms
View your clients' trading activity, deposits/withdrawals requests, new registrations and more, all from a beautifully designed, responsive web-based application.
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.
Manage and view your clients' KYC documents, send automatic alerts for expiring KYC and monitor account activations more efficiently.
Integrated Leads Management module, as well as, sales and retention tools.
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.
Financial transactions between different currencies are automatically converted based on live pricing.
Fully customizable to fit seamlessly into your business model and trading environment.
Integration Ready For Leading Trading Platforms
Accessible from any device. Retina ready.
Amazing user experience with seamless navigation.
Latest technologies to guarantee high performance.
Customizable design to match your corporate image.
Latest technologies combined to ensure information security.
Ability to integrate any 3rd party or custom solution.
Integration Ready For Leading Payment Service Providers (PSP) and Cashier solutions
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.
View at a glance the forex market hours, time zones and current status of the world's currency markets.
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.
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.