Forex Back Office Software Forex CRM & Back Office

Our main objective at FX Meta Tech is to make sure that each one of our clients has the system they are in need of. FX Meta Tech provides total start-up solutions for a new Broker it offers a number of additional rich features and other services. However, in the case of existing Brokers, we also have services & modules to maintain and improve their operations. It captures market events in real time (e.g., fixing, corporate actions). It explains profit and loss (P&L) variation across all risk factors and trading activity.

A good Forex CRM also incorporates a range of useful tools to assist in this process including trading analytic and reporting tools. The client personal area of trader’s room software enables the whole set of essential brokerage operations, including registration, document processing, asset depositing, withdrawal and transfer, and account opening. Given this list, the component functionality should be as comfortable as possible and accessible to the client. Several important features should be provided in your brokerage business in order to achieve this. The high accuracy rate and global configurability of its solutions have fueled demand for the company’s services and it has onboarded businesses across a wide range of industries.

Our Services

Thanks to the forex CRM’s excellent data management systems, information and data of all sorts can be sorted, filtered, and categorized in a matter of minutes. With this information, your brokerage can discover hidden opportunities or needs, and address issues that clients may be having. From the secure storage and management of their client data, to having to market themselves in a fiercely competitive market, to suffering with CRMs that are generic and difficult to use.

• The main thing that can pose a threat to your business is jeopardizing your clients’ personal data and funds.
• Clients can open multiple fx trading accounts under one profile in different fx currencies and different leverage levels.
• A robust Forex CRM & Back Office system developed for Forex Brokerages who are dedicated to offering a tailored customer & partner experience.
• We have already integrated more than 50 payment systems into our CRM, and new ones are being added all the time.
• The most common types of reports include client wallet reports, registration details, deposit and withdrawal operations, broker-dealer trading operations, etc.

While the user’s vision is not on the dashboard, push notifications to bring backend users to action important client-related pending tasks promptly, trimming down the wait time. forex back-office software Murex helps capital markets firms achieve new growth paths and connects them to all participants. The solution ensures pre-trade compliance and best execution transparency.

Forex White label MetaTrader 4 and MetaTrader 5

Flexible cross border currency exchange software solutions for feature-rich operation in the international payments industry. Position keeping, pre-trade analysis, trading portal integration, valuations and derivative accounting for FX, Commodity and Interest Rate risk management. Small brokers growing their FX businesses won’t need an army of servers to run our platform. Large global payment providers can leverage their existing infrastructure and e2eFX will easily scale up with your higher volumes and transactional demands. In this video, B2Core Product Manager, Ivan Navodnyy, talks about one of B2Broker’s flagship products, B2Core.

It should also include partner tools so that IBs can help their own clients. Allowing partners to directly access your software will make it easier for them to do their jobs, and using the software to ensure they’re paid the correct amount will help you retain good IBs. MX.3 proposes out-of-the-box interfacing for market and reference data, multi- and single-dealer platforms, affirmation and clearing, repo management, collateral, settlement and transaction regulatory reporting. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package.

Development & QA

In addition, we launched a tag system, that will allow your admins to monitor only the clients’ data that are “tagged” to them. We have a team of 30+ dedicated developers that are working on B2Core improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates. 30+ integrated PSPs, EMIs, E-money, Banks and other payment providers can be enabled in under 5 minutes after completing the necessary paperwork. Allow your clients to verify their accounts before conducting any financial activities on the platform.

• A resilient, scalable architecture provides support and ensures predictable response time, whatever the trading activity, avoiding down time in volatile markets. Rebates calculation based on stop trading platforms, marginal trading platfomrs, converters and many more. A customer management, verification confirmation and ticketing system for your support service which also includes many other useful features. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies.

Back office forex software needs to make it easier for you to run your brokerage. That means it should increase productivity and streamline complex processes. The back office is a service or technology that deals with the office’s administrative and logistic tasks enabling the front and the middle office to operate properly.

Satisfied employees, customers, and managers are the key to customer loyalty and sustainable development of the company”. “We limited the ticket resolution time to 48 hours, with 6 hours to first response for non-urgent questions and 1.5 hours for urgent ones. The speed with which we are working has increased and the number of support tickets has decreased.

Admin Back Office for Forex Brokers

The user should be able to quickly update a new client profile without hitting it. The user interface should be simple and clear with a structured view of clients’ trading experience, stats, and other important details. This CRM represents a comprehensive package that any brokerage firm aspiring to grow and succeed must surely consider. A game-changer, FX Back Office’s https://xcritical.com/ forex CRM offers unparalleled levels of control, flexibility, and security to brokerages around the world. It becomes very crucial to have a good forex back office software to successfully operate your brokerage firm and fulfill the desired objectives. You can also make it a part of your onboarding when your clients go through KYC, from registration to trade.

An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. A provider of technology for multi-asset class execution, connectivity, aggregation, distribution and hub. We have already onboarded many industry leaders with our cutting-edge technology! It is a highly centralized online market that is accessible from any part of the world.

FX Back office Market

It will also allow your firm to control its exposure, which might be especially useful if part of your firm operates as a dealing desk brokerage. End 2 End Foriegn Exchange was developed to fill a void we saw in the FX industry. A dedicated FX payment management software platform developed specifically for foreign currency global payments businesses based on their actual day-to-day operational tasks. It gives FX brokers access to enterprise level management functionality and payment processing efficiencies at a price they can afford.

MetaQuotes, on the contrary, tries to find out whether the broker is reliable or not before the purchase goes through. Their compliance process requires customers to have the correct jurisdiction, bank accounts, and so on. This information should already indirectly confirm that the company is going to operate within the bounds of the law.

Which terminal to choose?

Those reports can help you determine how to best market to and re-engage existing clients. The software should also record all the activities of partners and other administrative users so that you can track their work. Cymonz integrates with pre-existing liquidity and FX networks enabling a back-to-back payment setup with your liquidity provider while ensuring maximised straight-through processing.

BGC provides telephone and screen-based pre-trade, trade and post-trade services. To find out more about our Financial Services business please visit here. ETNA’s white label trading platform features Web Trader and Mobile Trading Applications, Middle and Back Office and Trading APIs. Turn-key stock trading technology is seamlessly integrated via API with execution venues, clearing and market data providers of choice.

FXCM is a leading provider of online foreign exchange trading, CFD trading and related services. Manage exposure tracking, trade management, journal entry preparation and disclosure reporting for foreign currency risks. When Simon Lynch founded Cymonz in 2011 he had a singular vision – to provide international payment businesses and their customers with a highly scalable platform that delivered the outcomes they wanted. Kyriba supports derivative and hedge accounting for ASC and IFRS compliance, including mark-to-market for valuations and automated posting of derivative & hedge accounting entries to your ERP. Back office software for forex brokers should have simple reporting tools so that you can access data about the actions of clients, partners, and other administrators. The software should let you generate reports around trading activity, earnings and losses, deposit amounts, and CDF dividends.

Financial Licensing We are here to help you to gain the License to set up your FX Brokerage business. KYC and AML procedures ensure counterparty/customer visibility principle and eliminate the possibility of suspicious activity. In addition to username and password, Trader’s Room Forex back office software utilizes security methods such as recovery codes, key generators, and connections through secure social networks. You’re getting carefully designed Forex back office software with extensive functionality and a staggering number of ready-made integrations as your starter pack.

EASIER COMPLIANCE

Integrated forex solutions promise information sharing and availability at the touch of a button. This removes the need for manual intervention with clients and other employees, enhancing the overall operational efficiency of your firm and employees. Know-Your-Customer is an important procedure for any broker and exchange.