Your Nxt-Gen Client Manager
A comprehensive Client Management 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…
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.
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 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.
- 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 with our Multi-Asset Client Manager Software.
Take a Personalized
Platform Demo
The Technology Provider to the Global Financial Services Industry.
Request to Add New Trading Platform
