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Average Ratings 1 Rating
Description
Altrogi serves as a white-label trading solution and brokerage CRM tailored for forex and CFD brokers, multi-brand brokerage firms, and new operators seeking to launch a trading business without the need for in-house technology development. The platform integrates three interconnected applications that function cohesively as one system: a branded client portal enabling customers to register, complete identity verification, manage wallets, and initiate deposits and withdrawals; a trading platform accessible via both browser and mobile devices, featuring real-time pricing, integrated charting tools, and capabilities for market, limit, and stop orders along with stop loss and take profit options; and a comprehensive back-office CRM that unifies sales, retention, compliance, and finance teams around a single client record. This CRM is equipped to handle lead pools and assignments, KYC evaluations, dual approval processes for all financial transactions while maintaining a complete audit trail, customizable account types, margin thresholds, and detailed reporting on client funds, open risks, and transaction approval times. Additional features such as copy trading, introducing-broker commissions, customer loyalty programs, and investment plans can also be activated, allowing for greater flexibility. Each brand operates under its distinct domain, ensuring that data remains separate and secure. This structure supports a tailored trading experience that can adapt to the specific needs of various operators in the market.
Description
Clinked is a cloud-based white label client portal that allows teams to share files and manage projects. Clinked's key features include search tool integrations, file sharing, task managing, task management and collaboration tools. Clinked can also be accessed via Android and iOS mobile apps.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Desktop.com
No
Google Drive
No
Google Workspace
No
Josys
No
LinkedIn
No
Shift
No
Stackreaction
No
Wufoo
No
Zapier
No
Integrations
Desktop.com
Yes
Google Drive
Yes
Google Workspace
Yes
Josys
Yes
LinkedIn
Yes
Shift
Yes
Stackreaction
Yes
Wufoo
Yes
Zapier
Yes
Pricing Details
$1500
Free Trial
Yes
Free Version
No
Pricing Details
$599/month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Altrogi
Founded
2022
Country
United States
Website
altrogi.com
Vendor Details
Company Name
Clinked
Founded
2008
Country
United Kingdom
Website
www.clinked.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Internal Communications
App Integration
Yes
Blogs
No
Chat/Messaging
Yes
Email Management
No
Employee Directory
Yes
Event Calendar
Yes
Newsletter Management
No
Photo Gallery
No
Social Sharing
Yes
Survey Management
No
Telephony
No
Video Chat
No
Voice Chat
No
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
Yes
Project Management
Yes
Role-Based Permissions
Yes
Secure Preview
Yes