Comprehensive CRM for Trading Brokerages
Empower your brokerage with specialized CRM tools designed specifically for managing trading clients, compliance, and operations. Our trading-focused features help you onboard traders efficiently, manage their accounts, ensure regulatory compliance, and maximize client lifetime value.
Key Benefits of Our Extended Platform Features
Enhanced Client Onboarding
Streamline trader registration and verification processes with automated KYC workflows and instant account setup.
Superior Risk Management
Monitor client positions and activities in real-time across all markets to identify and mitigate potential risks proactively.
Regulatory Compliance
Maintain full compliance with trading regulations through comprehensive documentation, automated reporting, and audit trails.
Operational Excellence
Centralize all trading client management activities in one platform, reducing manual work and improving team productivity by up to 60%.
Trader Account Management
Streamline the complete trader lifecycle from onboarding to advanced account management. Centralize trader profiles, trading preferences, account configurations, and performance tracking in one comprehensive system.
- Trader Profiles: Maintain detailed trader information, preferences, and account history with advanced search and filtering capabilities.
- Account Presets: Create and manage standardized trading account configurations for different trader types and experience levels.
- Trading Activity Tracking: Monitor client trading patterns, positions, and performance metrics for better relationship management.
- Multi-Account Support: Handle clients with multiple trading accounts (real, demo, practice) across different instruments and platforms.
- Leverage Controls: Set and manage individual leverage limits and trading permissions for enhanced risk management.
Position & Order Management
Gain complete visibility into your clients’ trading activities with comprehensive position and order tracking. Monitor risk exposure, analyze trading patterns, and provide informed support to your trading clients.
- Real-Time Position Monitoring: Track all client positions across crypto, forex, CFD, and traditional markets with live updates.
- Advanced CFD Management: Specialized tools for Contract for Difference trading with bulk position uploads and real-time P&L tracking.
- Order History & Analytics: Access detailed order histories with advanced filtering, reporting, and performance analysis capabilities.
- Copy Trading Support: Enable and manage copy trading functionality with position replication and risk controls.
- Multi-Exchange Integration: Sync position data from KuCoin, US Stock markets, Forex CFD, and other major trading platforms.
Financial Operations & Compliance
Manage client finances and ensure regulatory compliance with integrated KYC, wallet management, and transaction tracking. Streamline deposits, withdrawals, and compliance workflows for efficient operations.
- Advanced KYC Dashboard: Complete Know Your Customer workflow management with document verification, status tracking, and compliance reporting.
- Smart Wallet Management: Monitor client balances across multiple currencies with real-time USD valuation and balance modification tools.
- Payment Processing Hub: Handle deposits and withdrawals with automated processing, multiple payment methods, and approval workflows.
- Identity Verification System: Integrated identity verification with document management, automated checks, and audit trails.
- Regulatory Compliance Tools: Generate compliance reports, maintain audit trails, and ensure adherence to trading regulations.
Client Communication & Retention
Enhance client relationships with specialized communication tools designed for trading environments. Keep traders engaged, informed, and satisfied with targeted outreach and support.
- Trading-Focused Campaigns: Create and manage marketing campaigns specifically targeting trader segments based on activity and profitability.
- Smart Notifications System: Automated alerts for margin calls, position updates, market events, and account changes.
- Integrated Trading Dialer: Built-in calling system with click-to-call functionality, call logging, and CRM integration for trader support.
- Security Monitoring: Track client login history, access patterns, and security events with detailed audit logs and alerts.
- Performance-Based Engagement: Trigger communications and retention campaigns based on trading activity, profitability, and client lifecycle stage.
Platform Integration & Analytics
Connect seamlessly with trading platforms and gain deep insights into your brokerage operations with advanced analytics and reporting tools.
- Webhook Integration: Real-time data synchronization with trading platforms through secure webhook connections.
- Multi-Platform Connectivity: Integrate with major exchanges and trading platforms for unified client data management.
- Trading Analytics Dashboard: Comprehensive reporting on client trading patterns, profitability, and risk metrics.
- Automated Account Provisioning: Streamline new client onboarding with automated trading account creation and configuration.
- Real-Time Price Feeds: Access live market data and pricing information directly within your CRM system.
