Your Nxt-Gen Client Manager
- Client management
- Service tickets
- Sales management
- User/Role management
- Rebranded client portal
- Commission management
- Trading server management
- and lot more
Product Features for Brokers
Empower FX/CFD brokers to automate tedious administrative processes and manage operations more efficiently. A single pane of glass with powerful tools to configure and manage workflows, client interactions, IBs, 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 early.
- Track lead sources to evaluate the effectiveness of lead generation channels 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 include client & account distributions, wallet transactions, trade volumes, operations & sales activities, and more.
Client
360 View
A comprehensive view
- Client360 is a unified view of an individual client! Everything your client does is available in a 360-degree 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.
- Rebranded IB portal
- Intuitive Dashboards & Reports
- 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 or other modes
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 receives right communication at the right time
- Execute the most relevant steps based on the audience’s 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 the required products / language
- Configure service providers and regulations
- Manage branding setup and email/sms template
Trading Platform Integrations
All you need is to enter your API access credentials to proceed with our Multi-Asset Client Manager software.
Take a Personalized
Platform Demo
Request to Add New Trading Platform
