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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

If you're in the process of launching a forex brokerage and are in search of a dependable forex solutions provider, simply submit a request, and we will compile the most advantageous offers for you. Whether you already own a brokerage or are planning to establish one, it's likely that you will require top-notch Forex CRM Solutions. We provide brokers with essential Forex Solutions that facilitate the initiation or enhancement of their operations. This segment of Forex CRM is designed for straightforward configuration of all CRM functionalities. It includes settings for every aspect of your business, such as marketing strategies, sales processes, payment system integrations, departmental access regulations, trading platforms, analytics, email communication, KYC compliance, and conditions for Introducing Brokers. You can also monitor the complete history of deposits and withdrawals in one convenient location. Additionally, clients can receive promotional notifications and tailored offers directly through their interface, ensuring they stay informed and engaged. Furthermore, this comprehensive system is aimed at optimizing your brokerage's efficiency and client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

MetaTrader 4 Yes 
MetaTrader 5 Yes 
Match2Pay No 
cTrader Yes 

Integrations

MetaTrader 4 Yes 
MetaTrader 5 Yes 
Match2Pay 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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

IT CORNER LTD

Founded

2021

Country

United Kingdom

Website

www.fxcrm.net

Vendor Details

Company Name

UpTrader

Website

uptrader.io/en/

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

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 

Alternatives

Alternatives

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