Your Nxt-Gen Client Manager

A comprehensive platform that helps Multi-Asset Brokers (FX & CFD, Crypto, Securities) and Banks manage their customers, sales, operations, and IBs in one place.

  • Client Management
  • Service Tickets
  • Sales Management
  • User/Role Management
  • Rebranded Client Portal
  • Commission Management
  • Trading Server management​
  • and lot more…​
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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

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.
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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

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 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

Trading Platform Integrations

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

Binance

Related Products

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Platform Demo

The Technology Provider to the Global Financial Services Industry.
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