Next Generation Client Manager for FX/CFD Brokers

A comprehensive solution for FX/CFD brokers to optimally manage their Clients, IB's, Compliance, Sales & Operations etc.

Below are some of the key highlights:

  • Client Management.
  • Operations Management.
  • Sales Management.
  • User/Role Management.
  • Client Portal Configurations.
  • Integrated with MT4/MT5 and other trading platforms.​
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Product Features for Brokers

Empower FX/CFD Brokers to automate tedious administrative process and manage operations more efficiently. A single pane of glass with powerful tools to configure, manage workflows, client interactions, IB's, Managed Accounts, Sales, Operations and much more.​​

Leads/Sales Management

Define your sales pipelines and get complete visibility of your deals across stages. Our sales module is integrated with various communication channels to track the incoming leads.

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Managed Accounts

Unleash a revolutionary technology for Managed Accounts in just four steps:

  • Add your MT4/MT5 server credentials to get started.
  • Configure your Managed Accounts based on your business requirements and rules.
  • Rebrand your Client Portal.
  • Seamlessly manage your Fund Managers and Investors.
Intuitive Dashboards & Reports

Intelligent real-time Dashboard to monitor your business KPIs.

Built-in analytics includes Client & Account distributions, Wallet transactions, Trade volumes, Operations & Sales activities, and much more.​

Client360

Client360 is a panoramic view of an individual client, everything your client will ever do with you as a broker is available in a unified view, with built-in access compliance controls to ensure the right person/team has the specific access at a field level.​

Multilingual Support

Our Platform supports several languages out-of-the-box and in addition allows you to personalize your content or add new languages with our built in Language Editor Module.

IB Manager

Empower your IB's with an intuitive, N-level IB Management system.

Below are some of the key highlights:

  • Rebranded IB portal.
  • Intuitive Dashboards & Reports.
  • Create customized N-Level fee structures, to fit your most complex IB rebate requirements.
  • Built-In Rebate engine for automated calculations and fee settlements.
  • Integrated with Managed Accounts module.
  • Integrated with MT4/MT5 and other trading platforms.
User and Role Management

Easily configure Roles / Teams / Users with field level access controls to meet your compliance and operational requirements.

Trading Platform Integrations

All you need, is to enter your API access credentials to proceed.

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