Forex Back Office Software Providers FX CRM & Back Office Systems

Consequently, having such a provider will accelerate the growth of your business. Management of user accesses/permissions is necessary for reducing the risks and clients’ data protection. The user interface should be simple and clear with an organized view of clients’ trading experience, stats, and other important details.

Also, the integrated program allows you to most effectively keep in touch with the client and track all transactions. That is why it is so essential that each of the departments in a brokerage company has secure access to this privacy policy info for the most efficient use and achievement of common goals. In Conclusion to the above; Launch FXM being the top technology provider believes in offering the best tools and platforms for the brokerage firms. Firstly, through our forex back office software you can easily manage and handle all your brokerage operations.


With our efficient tool now you can save all your clients data under a single roof. Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients. IB can Open a Partner Account, Manage Profile, Upload KYC Document, Make Withdraw and Transfer balance. Plan your marketing activities more effectively and generate campaign based reports. Managing your Leads & Clients becomes easier and more efficient than ever before.

forex back-office software

We have researched some common solutions types in the market, and also presented the advantages and features of providers for Forex Trading. We can support any custom single-level or multi-level providers with automatic or manual management. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future. Achieving success in foreign exchange requires an effective Forex back office provider.

Remove bottlenecks and streamline your brokerage back office processes.

For the most secure data management, choose a company that just makes software. They achieve this by offering good tools and treating customers right, which includes protecting their data. The CRM system provides a streamlined marketing, sales, and lead management process. It has enhanced trade tools that increase conversions, simplify communication with customers, and expedite response to requests.

This connection will enable you to establish fees, commissions, and rebates within your software so that reports and payments are more accurate. Back office forex software should make it easy to store and maintain clients’ information and personal data. You should be able to create a new client profile quickly and make updates to it without much hassle.

Key Features of Forex Back Office Software

Brokers should find a deal with providers; the cost will depend on the range of needs required for your company. Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses.

This can include using a CRM system that has been specifically tailored for the Forex market. A Forex CRM system is a system used by brokerage businesses to connect with their customers and for internal workflow. Forex CRM software can provide your company with all the powerful features and benefits you need to run your business successfully. When it comes to online trading, back forex back office software office trading software providers offer a comprehensive package of services that can save you time and money. To choose the best Forex Back Office Trading Software provider, it is important to select one with a proven track record of success. Also, make sure that the back office trading software provider offers a transparent pricing model and top-quality customer support.

Some Key Features

Opt for a provider that identifies the niche industry and has a strong understanding of the Forex market. Forex back-office software has been developed to facilitate the smooth execution of your brokerage. Implementing this software into your Forex business will improve its productivity to a great extent.

forex back-office software

Trader’s Room back office trading software
includes more than 60 fiat payment systems and methods, including
the bank wire, SEPA transfer, and credit cards deposit and withdrawal
options. We also provide our own digital asset processing service (wallets)
and custodial service integrated with more than 20 blockchains that are
ready to be deployed. If you do not find the payment system you need
in the list, we can connect it upon request. Syntellicore Forex CRM gives you full access to trading information such as consolidated customer balances, customer transactions and risk indicators. The system is integrated with other Trading Platforms, such as Trade Socio, Trade Smarter and Brokeree.