Recent trends in Forex back-office software solutions in 2019
FX Meta Tech excels in providing technology solutions for Forex brokerage through its professional & top-notch service. FX Meta Tech system infrastructures are primarily optimized for brokerage firms so that maximum ROI is insured. Your brokerage technology partner for achieving thriving success in this Forex Industry. 360-degree view & control of incoming deposit/withdrawal requests from your clients, you are effectively minimizing the processing time and thus increasing client satisfaction. We can support any custom single-level or multi-level providers with automatic or manual management. Forеx is one of the largest and most profitable financial markets today.
During registration, the purchaser must leave such data as e-mail address, phone number, and various identification documents. Also, the integrated program allows you to most effectively keep in touch with the client and track all transactions. That is why it is so essential that each of the departments in a brokerage company has secure access to this privacy policy info for the most efficient use and achievement of common goals. This system allows you to conduct a comprehensive assessment of the behavior of each individual user and identify suspicious activity that does not correspond to the cluster of his behavior. We are talking about those cases when the trading activity of traders undergoes serious changes and becomes completely different from what it was originally. In this case, the system recognizes the activity as suspicious and reports it to the control center for further verification.
Time and cost efficiency
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. Trader’s Room is a unifying power that provides you clear monitoring of money flows —
every financial service forex back office software and every payment system connected in a single Forex platform back office interface. Once connected, you get a fully controlled system that allows you to securely receive
end-user funds, as well as provide you detailed reports and analytics, and much more.
- 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.
- They’re also more likely to fully understand the specific pain points you face in your business.
- You may not have partners now, but if you want your firm to grow then the back office tools you choose should include features for managing IBs or money managers.
- You’re getting carefully designed Forex back office
software with extensive functionality and a staggering number of ready-made
integrations as your starter pack. - The company’s suite of intelligent applications (Forex CRM, Client Cabinet and Partners Area) is scalable and specially designed to grow alongside any business.
- The result is a user-friendly, secure, highly automated FX solution that delivers a huge number of benefits in one easy to use package.
The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors. Your partners can get an overview of their clients’ money from the reports or from the charts on the dashboard. Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. The broker can view an overall summary of deposit, withdraw sorted by group. The broker can also see the running / closed trades by the clients with an informative overview. Whenever a client request for deposit/withdraws/internal transfer, the broker can manage the request or automate the request from here.
Deposit/withdrawal
You’re getting carefully designed Forex back office
software with extensive functionality and a staggering number of ready-made
integrations as your starter pack. The software architecture of the product enables creating a comfortable client
ecosystem for both local and international brokers or exchanges. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.For example, you can create a status system based on the deposit amount.
The wallet is designed to make it easier for you to manage your finances. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet.
Forex BackOffice
As an experienced Forex CRM provider, we have created a system that can be used by main labels, white labels and grey labels alike and can be run plug-in free, with full integration with leading Forex trading platforms. 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. We can also take care of any type of integration you need, including payment systems, digital asset processing services, investment services, etc. Forex brokerage back office software can work independently of the trading platform your firm uses. However, your brokerage’s operations will be much more smooth if the back office software integrates with MT4, MT5, or the platform of your choice.
The contents of the site do not constitute financial advice and are provided solely for informational purposes without taking into account your personal objectives, financial situation or needs. Soft-FX is a software development and integration company and does not provide financial, exchange, investment or consulting services. The product utilizes SSL (Secure Socket Layer) and TLS (Transport Layer Security) protocols to protect the system against unauthorized tampering. Every client registered within Trader’s Room gets
access to the built-in proprietary exchanger, which can be used to exchange
one type of asset for another without switching to another trading UI. System
administrators can configure settings such as exchange rate and trading
platform connections. Trader’s Room includes both admin-side and
client-side safety features to ensure comprehensive protection
for data and funds.
A comprehensive guide on forex back office software
Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general. You can distribute funds from the wallet to all your trading accounts and withdraw https://www.xcritical.com/ them back. Back Office Software is a third-party technology provider that offers its services for a fee. Brokers should find a deal with providers; the cost will depend on the range of needs required for your company. In this video, B2Core Product Manager, Ivan Navodnyy, talks about one of B2Broker’s flagship products, B2Core.
Being an important element of many Forex CRM systems, the back office provides a great advantage for brokers who have a large client base and wish to manage it effectively. Over the past few years, the crypto space has been developing at lightning speed, being the foundation for creating new branches of development and improvement of blockchain technology. Trader’s Room specifically designed for
brokers and companies that need a multifunctional tool to manage massive
flows of funds from clients. If necessary, the Trader’s Room software
infrastructure can be hosted in multiple data centers, including backup servers,
for enhanced fault tolerance.
