Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
FxCore CRM is a specialized customer relationship management system designed for forex brokers, CFD brokers, prop trading companies, and financial service providers. It enhances the efficiency of client onboarding processes, KYC/AML checks, affiliate and introducing broker management, as well as handling deposits and withdrawals, all while ensuring compliance with regulatory requirements. Users benefit from seamless integration with MT4 and MT5, allowing them to monitor trading accounts and activities in real-time, complemented by robust role-based access controls and comprehensive reporting features. Additionally, the platform offers revenue tracking dashboards to help users analyze their financial performance effectively. This combination of features makes FxCore CRM an invaluable tool for firms operating in the highly competitive financial sector.
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
Yes
API Access
Has API
No
Pricing Details
999
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Trial
Yes
Free Version
Yes
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
Yes
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
Yes
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
FxCore CRM
Founded
2020
Country
United Arab Emirates
Website
fxcorecrm.com
Vendor Details
Company Name
UpTrader
Website
uptrader.io/en/
Product Features
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