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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FXCRM is an advanced Forex CRM solution tailored for contemporary FOREX brokers, CFD providers, cryptocurrency exchanges, proprietary trading firms, and multi-asset trading operations. This platform encompasses all necessary features to initiate, operate, and expand a brokerage from one centralized system, including client onboarding, KYC procedures, management of trading accounts, payment processing, IB oversight, bonus structures, contests, and automation of back-office functions. With seamless integration capabilities for MetaTrader 4 (MT4), MetaTrader 5 (MT5), cTrader, WebTrader, MAM, PAMM, and Copy Trading solutions, FXCRM empowers brokers to create a holistic trading environment, thereby minimizing manual tasks and enhancing overall operational effectiveness. Additionally, for emerging brokerages, FXCRM provides a Cloud (SaaS) Pay-as-You-Go plan, which enables brokers to launch without the burden of costly infrastructure investments while enjoying the advantages of top-tier security, automatic updates, regular backups, and reliable service availability. This flexibility allows new businesses to scale rapidly and efficiently in a competitive market.

Description

Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Altvia No 
Apex No 
Box No 
Dropbox No 
Gmail No 
Google Calendar No 
MetaTrader 4 Yes 
MetaTrader 5 Yes 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft SharePoint No 
Raylu No 
cTrader Yes 

Integrations

Altvia Yes 
Apex Yes 
Box Yes 
Dropbox Yes 
Gmail Yes 
Google Calendar Yes 
MetaTrader 4 No 
MetaTrader 5 No 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Raylu Yes 
cTrader No 

Pricing Details

$500
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 No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
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 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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IT CORNER LTD

Founded

2021

Country

United Kingdom

Website

www.fxcrm.net

Vendor Details

Company Name

Meridian

Founded

2023

Country

United States

Website

www.meridian-ai.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

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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