A comprehensive Client Management Platform that helps Multi-Asset Brokers (FX & CFD, Crypto, Securities) and Banks manage their customers, sales, operations, and IBs in one place.
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.
Attract, Track, Convert More Leads
Unleash a revolutionary technology for Managed Accounts in just four steps:
A Comprehensive view
Our Client Manager 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.
Empower your IB's with an intuitive, N-level IB Management system.
Below are some of the key highlights:
Easily configure Roles / Teams / Users with field level access controls to meet your compliance and operational requirements.
Integrated channels for seamless communication
Campaign can be triggered to the selected segment and reach the target audience in the right way!
A composable platform
All you need, is to enter your API access credentials to proceed with our Multi-Asset Client Manager Software.
The Technology Provider to the Global Financial Services Industry.Request Demo