Broker CRM

  • BEST SUITED FOR STOCK, COMMODITY & FOREX BROKERS DEALING WITH ANY PLATFORMS WITH PHP API

    CRM BENEFITS

    Using our extensive technical experience within the industry,
    we have built a Forex CRM that simplifies your work and acts as a focus point for your organisation.

    Management

    Your personal management at hand with Prixim FX CRM suite,manage each role performed by each department whether its financial or compliance, employee or client, you have the benefit of control.

    Analytic

    Daily tracking from financial to performance to marketing, have the power of insights in realtime, keep track of leads, customers, employees and finances in one dashboard.

    Marketing

    A system designed for elevating brokers, having the capability of exposing a company in a short matter of time, whether its partnerships or IBs, emails, or landing-pages, everything a marketer dreams of.

    Finance

    Complete control of your business pay-outs, marketing funds, as well as company funding such as deposits, withdrawals, credit- in and out, a financial planner and administer in one tab.

    Report

    A unique reporting system, each data entered is reported and categorized depending on the brokers well, whether its marketing or finance, funding or managing, a one of a kind reporting system.

    Administration

    Administrate your departments and your employee roles in your company as well as users using your system.

    PRICING TABLE

    Sell faster and smarter with any of our fully customisable CRM editions.

    Hosted

    Setup

    $1500

    $750/Month

    Partially Branded & Service Hosted
    (Shared Domain)

    Example :

    Captive

    Setup

    $6500

    Nil

    Fully Branded & Own Hosted
    (Captive)

    Example :

    Our Salient Features

    Traders Room ( Client cabinet)

     Manage All Demo & Live Accounts With Single Login
    Request & Create Demo & Live Accounts Directly
    Request for internal transfers from one to another account
    lodge Complaints, Service, Request Tickets
    Ability to change Leverage & Account types

    CRM Admin Panel

    Manage User, Login & Access
    Manage Live & Demo Accounts
    Real time Server Connectivity for Easy Accounts Management
    API Access with Link to Trading Platform
    Update CRM with Admin Managements Rights

    API Connection with Trading Platforms

    Design, Deploy and scale your APIs with greater security, visibility and control.
    API helps the overall execution to happen within a fraction of seconds even while in news breakouts.
    Our API connectivity is fully functional and delivers high quality features.

                                     Ultra-low latency, anonymous trading

                                     All types of orders supported: Market, Limit, Stop

    This would eliminate the use of server-side plug-in trading platform, which will significantly reduce burden on the trade server.
    Radically reduce the threshold to integrate trading servers and web services,
    allows to develop and connect customers with the necessary functionality quickly and easily.

    TRADERS ROOM

    Trader’s Room is a solution that is integrated with the trading platform. It’s basically a profile access given to every trader so they can easily operate.
    It provides all the necessary tools which traders need to manage their money transfer, deposits, affiliate system, etc.

    READYMADE FUNCTIONAL SOLUTION FOR BROKERAGE BUSINESS:

    Users registration.

    All user’s data retention and verification in your company’s database.

    Complete conversion chain: from account opening to making payments.

    Safe infrastructure of access permissions and logging.

    Everyday aggregated transactions and registrations reports.

    Complete integration with CRM, ERP and analytical systems.

    Integrated popular payment systems.

    OUR TRADER’S ROOM BENEFITS YOUR EMPLOYEES TO :

     Control cash-flows.

     Verify clients, Follow KYC procedures.

     Get complete registrations statistics according to partners and sales-channels.

     Serve clients and IBs.

     Monitor clients database.

     Arrange marketing campaigns.

     Integrate new products.

     Activate/Deactivate accounts.

    OUR TRADER’S ROOM BENEFITS YOUR CLIENTS TO :

     Open and manage real and demo multi-currency accounts.

     Make payments and withdrawal funds.

     Make transfer payments between their accounts and platforms.

     Verify and change personal information.

     Change safety settings and passwords.

     Contact broker’s support.

     Receive analytical and informational support.

     Set Stop-Out for specific account.






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