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5 Mistakes Brokers Make When Clients Trade More Than One Product
5 Mistakes Brokers Make When Clients Trade More Than One Product

In multi-product or multi-asset brokerages, the same client trades across two or more environments such as FX, CFDs, equities, crypto, futures, or similar instruments. This often happens at the same time and under different trading, margin, and settlement models. That is why it is important for brokers to avoid these mistakes.

Forex CRM vs Broker OS: What’s the Difference?
Forex CRM vs Broker OS: What’s the Difference?

A Forex CRM and a Broker OS serve fundamentally different roles in a brokerage technology stack. A CRM helps brokers manage client data, interactions, and relationship-driven workflows. A Broker OS operates the brokerage itself by coordinating onboarding, compliance, trading systems, payments, partner management, and internal processes through a unified operating layer.

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