A CRM (Customer Relationship Management) is a tool that helps you serve your clients as Money Manager, and also, it is a powerful tool to manage the accounts of the
The FULL CRM Solution for your Broker
Built by Brokers for Brokers
With the most competitive price in the market!
Take Control with the best Technology
Your live will be easier
Register all your new client´s data
Customizable 5-step registration area:
1 – personal information
2 – email verification
3 – terms and Conditions
4 – type of trading account
5 – registration completed
All you client´s actions in one place
1 – MT4/MT5 live & demo accounts
2 – Deposits and Withdrawals:
. Bank Transfer
. Credit Card
. Crypto Currency
. Skrill, Neteller
3 – MT4/MT5 download
4 – Contact support
5 – And much more
Control all actions at a glance and with just one click
Don’t lose any data or action of your customers with the instant alert in your dashboard and into your email and enjoy it with your customizable dashboard.
Ask for a Free CRM demo !
3rd Party Integration
There are only advantages
Start using your amazing CRM platform now
Steps to begin
A personal success manager will help you build the most fitting package for your needs.
Our technical team will install and integrate all of your brokerage components.
A training professional will guide your team through all your systems, and you are good to go!.