The Broker Management Solution for Professionals & Start-Ups
Unified back office and CRM, to keep all customer information convenient and secure in one activity stream
Bonus opportunities for a higher degree of trader and broker satisfaction
Client registration and verification made easy with an advanced system, allowing for automatic or manual verification within minutes
Multiple trading platform integrations and payment providers available for both, brokers’ and traders’ ease-of-use
Customised marketing campaigns creation on-the-spot, with an additional perk of easy client segmentation and targeted content management
Analytics and reporting advanced with transaction and communication histories, as well as one-click generatable reports