Managing your customers becomes easier and more efficient than ever before. Keep your customers happy and loyal by maintaining top level support throughout your business. Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience. Syntellicore is integrated with an intuitive Trader’s Room, it can forex back-office software be customised to match the Broker’s exact business model and optimised to match existing complex procedures through a user friendly approach. Although KYC requirements may be the most common regulatory rule, there are many others that your firm must fulfill if you are licensed with a regulatory authority like FCA, ESMA, and CySEC. Forex back office software is an excellent solution to the challenges or regulatory requirements.
Look for software that lets you specify an expiration date so you know when new documentation is needed. In addition to viewing general information for clients, you also need to be able to view and manage the balances in their accounts. Back office software should allow you to track the balances of all client accounts within your financial organization.
- Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals.
- It offers various solutions, such as a CRM system and back office for financial businesses, which provide comprehensive control over user trading activity and generate detailed reports.
- A dedicated KYC management system helps brokers collect, verify, and manage customer identity information as regulatory authorities require.
- Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience.
Forex trader’s room provides a hassle-free trading experience with an array of essential and supplementary resources to make the process more convenient. However, Account creation, record maintenance, funding deposits & withdrawals are offered 24/7 for added flexibility in foreign exchange operations. For brokers dealing in Forex, KYC is an essential component of their trading platform and back-office software. Compliance with regulations can be ensured by implementing this measure; it also helps deter money laundering activities.
Back Office Software is a third-party technology provider that offers its services for a fee. Brokers should find a deal with providers; the cost will depend on the range of needs required for your company. Trade Soft https://www.xcritical.in/ is one of the leading technologies and service providers in the Forex brokerage industry. We became an influential force in the Forex market and maintained our position at the front line of brokerage technology.
Our expertise in working with a wide variety of
platforms ensures the shortest launch times. You will receive a
functioning product in a period from a couple of hours to several
days. The broker can set MT4/5 server configuration, portal customization, set leverage, set account groups & limitation, payment method & many more.
Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities. However there are cases where, mainly established Brokers, have existing procedures and logic that they wish to maintain and improve. Out team works closely with you to ensure that your staff and your customers feel that they have a system that makes their life easier.
You can distribute funds from the wallet to all your trading accounts and withdraw them back. Syntellicore is fully integrated with Zendesk, keeping all communication with potential and existing customers made through Zendesk Chat, consolidated into each customer’s record. The brokerage firm can analyse the history of communication with clients from all members of the team, be it by phone, chat, email and ticketing. Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your Syntellicore Forex CRM.
While this process might seem daunting and exhaustive, it’s absolutely crucial. Ultimately,
the decision often boils down to a balance of cost and quality. But there are subtleties to consider, and that’s what we’ll discuss today. Continuation of your use of our website confirms your agreement with the above statements and documents. Build an engaging, high-performing website to create brand awareness, drive conversions and make lead processing effortless.
You may not have partners now, but if you want your firm to grow then the back office tools you choose should include features for managing IBs or money managers. Similarly, you may not plan to seek regulatory licensing immediately, but doing so in the future could help you expand your business into new regions. At the heart of their offering is an intuitive interface combined with a modern and aesthetically pleasing design. They have a keen focus on addressing the needs of brokers and seamless integrations, developing bespoke solutions that amplify the experience
for every client. I am a well-rounded financial services professional experienced in fundamental and technical analysis, global macroeconomic research, foreign exchange and commodity markets and an independent trader.
The FX brokerage back-office system is a comprehensive technological infrastructure that underpins a Forex brokerage’s operational efficiency, regulatory compliance, and customer service. It serves as the backbone of the business, addressing the multifaceted demands of the dynamic and highly competitive Forex industry. As the admin, you can add any trading platform right from your administration interface.
To maximize the potential of forex back office software, ensure you deeply understand the available and beneficial features for brokerage. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.For example, you can create a status system based on the deposit amount. The wallet is designed to make it easier for you to manage your finances.
The admin area is the most essential component in the structure since it controls, organizes, and structures comprehensive information about customer activity, including trade data, its type, duration, etc. This area allows the view of detailed statistics and reports on various criteria and parameters. Plus, this area of Forex back office software gives you access to the KYC constructor to adjust the parameters for regulatory compliance and registration constructor settings to create individual ways of registering. Moreover, there is an opportunity to use an anti-fraud system to reduce the risk of money laundering, a notification system for various events, and examples of email templates. As an integral part of any business related to making money in the markets, whether Forex or crypto, PSPs also use the FX back office system to serve their clients.
Allowing broker admin to identify, monitor, and assist in the sign-up process. The first and main component of Forex back office software is the user interface, which is the repository of many functions available within the Forex CRM platform. It is an indispensable assistant in matters of interaction between the company and clients. From liquidity, through execution and technology, to building more efficient workflow processes and technologies, the FX industry continues to evolve at pace. This is an important event for the Financial Markets industry and the perfect opportunity to meet with peers, clients, and renowned speakers. Our main aim at Dynamic Works is to make sure that each one of our customers have the system they have been dreaming about.
