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Get benefited with ground-breaking solutions in the FX industry as a whole provided by our dedicated team of engineers. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. The ability for retail traders to see their true trading costs and compare their execution quality to the market average. Create events for your user activities to enable your marketing team to base your marketing campaigns on the deepest analytics data. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software.

  • Processing of any related transactions (e.g. multi-asset digital platforms).
  • Whenever a client request for deposit/withdraws/internal transfer, the broker can manage the request or automate the request from here.
  • Business Consulting Our Business consulting service will meet up the jurisdictional requirements for your brokerage business.
  • Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time.
  • We became an influential force in the Forex market and maintained our position at the front line of brokerage technology.
  • Because CRM software significantly affects your success, you should devote significant effort and budget for this purpose.

Clients don’t see the other side of the equation and get nervous that a profitable payment system cannot be launched. Payment system integration is quite routine for our company, we do it regularly. Despite the fact that UpTrader CRM already has more than 50 payment systems integrated, each new client always asks to add another one. However, a recent pattern has emerged that has caused significant delays in our cozy, well-honed integration process.

How Forex brokers make money

Look for a tool that can integrate with Skrill, SafeCharge, or NETELLER. If your forex firm works with introducing brokers , then your back office software needs to allow you to calculate and pay partners commissions and rebates. It should also include partner tools so that IBs can help their own clients. Allowing partners to directly access your software will make it easier for them to do their jobs, and using the software to ensure they’re paid the correct amount will help you retain good IBs. Trade Soft 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.

forex back-office software

The back office software of your Forex brokerage requires a KYC function for regulatory requirements. You should be able to upload and store documents to verify the identities of your clients. To know when documents must be updated, select the software to specify an expiry date. Maintenance and the storing process of clients’ general information should be easy in the proper back office. The user should be able to quickly update a new client profile without hitting it. The user interface should be simple and clear with a structured view of clients’ trading experience, stats, and other important details.

Open position and trade management

Forеx is one of the largest and most profitable financial markets today. Although the visual shell is just a signboard that hides the most important functionality of trader’s room software, you can’t underestimate the importance of this feature for your clients. If a customer encounters discomfort in the first stages of familiarizing themselves with a brokerage service, it can significantly degrade chances of retention. Every client registered within Trader’s Room gets access to the built-in proprietary exchanger, which can be used to exchange one type of asset for another without switching to another trading UI. System administrators can configure settings such as exchange rate and trading platform connections.

We also provide our own digital asset processing service 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. Those brokers who don’t yet have a cryptocurrency gateway to accept payments should take care of it now.

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. The reports and records the software can produce make it much easier to show regulators how your firm operates and to obtain the data you’ll need for licensing. PSP Solutions Our PSP solutions work seamlessly with the merchant accounts.

Let’s discuss the difference between a Proprietary Trading Firm and Retail Trading. Your partners can motivate their clients and attract new ones by using promo banners. A robust Forex CRM & Back Office system developed for Forex Brokerages who are dedicated to offering a tailored customer & partner experience.

forex back-office software

Your brokerage technology partner for achieving thriving success in this Forex Industry. 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 back office is a service or technology that deals with the office’s administrative and logistic tasks enabling the front and the middle office to operate properly.

Business Consulting Our Business consulting service will meet up the jurisdictional requirements for your brokerage business. Financial Licensing FX brokerage license will help you to gain the financial success of your brokerage business. Banking Solutions Our state-of-the-art banking solutions enable the brokers to receive payment seamlessly. Trade Soft is renowned for building a financial business of your own by connecting you to the markets and providing you with all the innovative and cutting-edge technologies at a cost-effective price.