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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Apexum serves as a comprehensive technology provider dedicated to building, installing, maintaining, and supporting individuals seeking brokerage or partnership opportunities, with the goal of enhancing both existing and new businesses. Additionally, Apexum is committed to empowering clients to meet their technological needs effectively. The company delivers cutting-edge solutions tailored for both start-up and enterprise brokers, featuring advanced products and services designed to propel your brokerage toward growth and increased cost efficiency. Every essential element required to establish and enhance a brokerage is encapsulated in their powerful offerings. Through the integration of advanced technology, exceptional support, and innovative solutions, a new value chain is created. Regardless of your business size, building a strong brokerage remains a pivotal focus for Apexum. All capabilities and innovations are conveniently consolidated within a single marketing network. Experience the transformative power of elevating your business through a straightforward yet ingenious affiliate or Introducing Broker (IB) network, ensuring you stay ahead in a competitive landscape. The commitment to excellence and innovation allows Apexum to position your business for sustained success.

Description

Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Solitics No 

Integrations

Solitics Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Apexum

Founded

2016

Country

Cyprus

Website

apexum.com

Vendor Details

Company Name

Finosoft

Website

www.finosoft.com

Product Features

Algorithmic Trading

2-Click Trading No 
Analyst on Demand No 
Auto Fibs No 
Auto Trend Lines No 
Backtesting No 
Basket Trading No 
Drawing Tools No 
Pattern Tools No 
Stock Screener No 
Trading From Charts No 

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management No 

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 

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