Your Nxt-Gen Client Manager

Leads/Sales
Management

Attract, Track, Convert More Leads

• Organize your lead management with ease.
• Segment the leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early.
• Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.

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

And 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.​

Client
360 View

A Comprehensive view

• Client360 is a unified view of an individual client! Everything your client do is available in a 360 -view.
• The built-in access compliance ensures that the right person/team has specific access at a field level.

Multilingual
Support

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.

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.

Communication
Channels

Integrated channels for seamless communication

• Boost productivity by syncing your emails
• Email Tracking
• Customizable email template
• Link Contacts automatically
• Communicate via Email / SMs / Other Applications

Run Intuitive
Campaigns

Campaign can be triggered to the selected segment and reach the target audience in the right way!

• Segment based Campaign
• Right audience receive right communication at the right time
• Execute most relevant steps based on the audience response
• Used for Up / Cross Selling
• Helps to fetch quality Leads

Easy
Brand Setup

A composable platform

• Designed to provide an intuitive user experience to your clients
• Select required Products / Language
• Configure Service Providers / Regulations
• Manage Branding Setup and Email / SMS Template