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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
Outline the specifics regarding seasonal pool passes and guest passes, establishing options for complimentary passes or pricing for each type while enabling purchases via a mobile application. Include the community pool regulations in a PDF format and provide a timetable for pool usage. Distribute the link to all residents via email so they can request their pool passes. Additionally, facilitate the importation of resident data from either Excel or Google Sheets. Approve any pending applications with a simple click, triggering an automated email that guides residents on how to download and activate their passes. A free mobile app is accessible on both the Apple App Store and Google Play Store, allowing residents to download and activate their pool passes directly on their smartphones. Upon reaching the pool, they can check in using their mobile devices. Property managers have the authority to suspend pool passes for residents with outstanding dues or for other justifiable reasons. Furthermore, residents have the capability to view real-time occupancy levels at the pool at any time, ensuring they are informed about availability before arriving. This streamlined process enhances the overall experience for residents and promotes efficient management of pool access.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Google Sheets
Microsoft Excel
Pricing Details
$1500
Free Trial
Free Version
Pricing Details
$85 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Altrogi
Founded
2022
Country
United States
Website
altrogi.com
Vendor Details
Company Name
Pool Entry
Website
www.poolentry.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
