Having a Forex Backoffice integrated into your CRM is essential for any Money Manager looking to manage their business effectively. Likewise, if you are an IB, you will want to work with a Broker that offers you the best benefits to satisfy your clients. But do you know what this tool means? If you have …
Forex backoffice: the importance of having one in your CRM Read More »
Technology improves at every moment, making our movements in the digital world increasingly automated. This reality is quite visible in the trading markets, so you will find yourself in doubt about managing your Forex CRM Broker in the cloud vs. self-hosting on your company’s devices. Visualize how you manage your accounts and how critical it …
Difference Between a Cloud Forex CRM vs. Self-Hosting Read More »
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 partners or IBs that work under your broker. And what better than offering an IB Dashboard with all the advantages and guarantees of the most …
IB Dashboard: the advantages of having its integration Read More »
The Broker Administration has to do with all the backstage, so to speak, of the broker and is a fundamental part of the business organization. That is why if you are a money manager or IB and want to start your own business as a broker, you must read everything we will explain below about …
Forex CRM System is all in one; it is the assistant that every broker should have. But it’s not just about choosing a CRM with all the add-ons and applications you probably won’t even use; it’s about choosing what you need and having it work perfectly. At CRMreal.online, we can provide you with the CRM …
We are not going to lie to you, success in Forex depends on perseverance and therefore it is built day by day. In this market, there is nothing coincidental. It’s not going to depend on your luck, so leave those formulas for the casino and discover why a smooth, stable and state-of-the-art trading room will …
How to choose the best and reliable Forex Trading Room? Read More »
It is almost unthinkable for your clients to manage their accounts through your broker without offering them a state-of-the-art management platform. Therefore, the trade cabinets (also known as trading rooms) are the perfect tools to accomplish these tasks. This technological tool will help your clients feel supported when investing in your broker and fully guided …
Knowing the people with whom you do financial dealings is vitally important. Although, in a day-to-day basis, it may go unnoticed, the KYC process is a powerful and essential tool that every Broker should have. In addition, as a Forex portfolio manager, you must carry out a KYC process and even more so, if you …
KYC: what it is and its influence on traders’ rooms Read More »
One thing not to lose sight of is that every broker must have an optimized CRM focused on facilitating any internal management of traders. Many times, the efforts are focused on having an excellent external interface, a well-elaborated web, a correct usability, etc., but we must not forget that all this effort with our web …
