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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Nullpoint Forex CRM is a comprehensive platform tailored for Forex and CFD brokerages, serving as both a CRM and Client Area solution. It consolidates various aspects of client management, including onboarding processes, KYC compliance, payment handling, trading account administration, sales, and back-office activities into a unified system. This platform seamlessly integrates with popular trading software such as MT4, MT5, and cTrader, while also supporting connections with payment processors, KYC service providers, VoIP systems, and other essential brokerage components. Moreover, Nullpoint Forex CRM features multi-level IB and partner management capabilities, allowing brokers to efficiently oversee both client relationships and partner networks within a cohesive technology framework. Designed with both established and emerging brokerages in mind, the platform aims to automate operational workflows, minimize manual tasks, and enhance scalability across various brands, trading platforms, and regulatory environments. As a result, it empowers brokerages to optimize their operations and adapt to the dynamic demands of the financial market more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MetaTrader 4 No 
MetaTrader 5 No 
MetaTrader API No 
Solitics Yes 
cTrader No 

Integrations

MetaTrader 4 Yes 
MetaTrader 5 Yes 
MetaTrader API Yes 
Solitics No 
cTrader 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 No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Finosoft

Website

www.finosoft.com

Vendor Details

Company Name

Nullpoint Technologies

Founded

2017

Country

Cyprus

Website

nullpoint.io/forex-crm-client-area/

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 Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

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