Custom built for the industry it is designed with IBs and Affiliates in mind and can manage reporting and payments to relevant parties.
The customer service module allows for best practices in handling clients requests with a ticketing system for tracking issues over various departments.
The system is integrated with email marketing software so you can view which emails have been sent, read and clicked on all from the one place.
Advanced reporting is available that can give you insights into sales and marketing activities as well as your active client base.
The CRM supports brokers compliance activities with record keeping of all calls, chats and emails with each client as well as any documents for KYC/AML and Asset Management documents such as LPOA.
Our BackOffice solution is integrated with your trading platforms enabling you to open accounts, view uploaded documents and monitor trading activity.
You can also use features such as our swaps management and corporate actions tools to efficiently make changes to trading conditions.