In addition to username and password, Trader’s
Room Forex back office software utilizes security methods such as recovery codes,
key generators, and connections through secure social networks. All kinds of issues from clients are dealt with here with the ticket system. Broker admin will be notified by notification or by email when a client signs-up. Continuation of your use of our website confirms your agreement with the above statements and documents. An intuitive interface makes it simple to use and easy to understand, whether you’re an amateur or professional.

Also, By automating manual processes from customer services to account management, this technology has the potential to generate long-term benefits. Moreover, XCritical back-office platform has a full-fledged ability that helps to make individual settings and provide the necessary access rights to each specific department and employee of your office. For example, Broker 1 can administer account A and simultaneously have limited access to view info on a group of customers B. However, both brokers do not have the ability to manage such parameters in a group like liquidity and other specific functions. Using the back-office platform solution by XCritical® (all rights reserved) allows you to distribute various purchaser groups according to the necessary classifications.

Real time Reporting and Analytics:

Let’s consider below the key functions that can be found in the FX back office solution. The first and main component of Forex back office software is the user interface, which is the repository of many functions available within the Forex CRM platform. It is an indispensable assistant in matters of interaction between the company and clients. As an industry-leading Forex CRM provider, our innovative solution allows Forex Brokers to push their business forward with a tailored system that is easy to use and works in harmony with different components. Our main aim at Dynamic Works is to make sure that each one of our customers have the system they have been dreaming about. Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities.

Forex Back Office Software

Achieving success in foreign exchange requires an effective Forex back office provider. Also, Taking advantage of such a system’s capacity to transform prospects into profitable sales is integral for realizing long-term goals. You need to know what to look for while choosing the right provider for your brokerage. Secondly, having our Forex Back Office Software, you can easily increase the efficiency of your brokerage business by simplifying the complex functionalities of the business. There are tracking options allowing broker admin to monitor and assist in the sign-up process.

Open position and trade management

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. Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them.

  • Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing.
  • However, in the case of existing Brokers, we also have services & modules to maintain and improve their operations.
  • As an industry-leading Forex CRM provider, our innovative solution allows Forex Brokers to push their business forward with a tailored system that is easy to use and works in harmony with different components.
  • Back office forex software needs to make it easier for you to run your brokerage.
  • However, if you’re unsure about setting up different parts of your business or just want more options, your software provider can be a good resource.

The TickTrader Trader’s Room software package
is delivered with ready-to-use integrations with the most requested
trading platforms on the market – MetaTrader 4, MetaTrader 5, and
TickTrader Trading Platform. Know Your Client (KYC) rules help prevent money laundering and are the most common regulations put in place by governmental financial authorities. Your forex firm’s back office software needs to include a KYC module for enforcing compliance procedures. It should let you upload and store documents to confirm clients’ identities. Look for software that lets you specify an expiration date so you know when new documentation is needed. Forex software providers will all tell you that they have everything you need.

Some Key Features

Some countries have stricter laws about privacy and proprietary information (like client lists). For the most secure data management, choose a company that just makes software. They achieve this by offering good tools and treating customers right, which includes protecting their data. Forex back office software allows you to systematize and organize all the necessary information that comes from the stage of registering user accounts and ending with trading on the market.

Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering forex back office software your customers trаding in digital assets which are on track for an even bigger future. Other systems have problems with generating reports for each client, especially when it comes to large-scale projects.