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MT4 and MT5 CRM for brokers, client portal Forex software, Binary Options software, Cryptocurrency software for brokers

Along with excellent tools for technical and fundamental analysis, the platform provides advanced financial trading features. CRM TradeTools FX is a solution integrated with multi-market platforms MT4 and another trading platforms. Connect whitelabel for clients for MT4, FXGO and another trading platforms in multi-account mode. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5.

mt4 crm

You can distribute funds from the wallet to all your trading accounts and withdraw them back. Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc. CRM TradeTools FX is a solution integrated with multi-market platforms MT4, FXNEXT and MT5.

Multi-level IB Program

Harness the power of AltimaCRM to develop or streamline your operations and recruit a worldwide client base. MT4 offers over 2000 custom and 700 paid indicators, while MT5 has unlimited charts. MetaTrader 4 is a simple and functional platform that suits both beginners and professionals, although it has advantages and drawbacks. All translated by real people and customizable on with a click of a button.

To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. This solution was developed according to the increasing demands to track and overview sales managers’ performance, including calls, deposits, conversions, and more categories.

MT4 / MT5 / FXNEXT / CRM for brokers (client portal) DEMO

This system includes a back office, trader’s room, and copy trading software that can be connected to all favored trading platforms like MT4, MT5, or cTrader. Forex CRM is one of the main things that helps brokers to differ themselves from each other. B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners. It combines rich functionality, an attractive user interface, and support for all devices running Android and iOS operating systems as well as Windows and MacOS operating systems.

mt4 crm

This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner. Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability. Leverage Forex CRM Solution to boost sales and customer retention for your brokerage. MT4 historical data for backtesting is limited, potentially constraining traders seeking extensive insights.

Brokerage Chosen us across the globe

Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders. Brokeree Solutions, a provider of MT4/MT5 platform servicing and forex solutions, announced the integration of its multi-server PAMM with Syntellicore CRM by Dynamic Works, licensed MetaTrader 5 application developer. Use the integration of Syntellicore CRM and Social Trading by Brokeree Solutions to launch copy trading with an intuitive trader’s room on your MetaTrader 4 or 5 trading platform. The MetaTrader 4 demo account is an excellent starting point for new traders, offering similar functionality to a real account but with the added benefit of trading with virtual money. MT4 CRM solutions can help brokers identify their best customers and target the audience with relevant campaigns.

mt4 crm

Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business. Boasting intuitive UI and abundant features, this CRM solution is a front-runner in its industry, providing immense value to its users across different financial markets. UpTrader CRM is the ultimate software solution for brokerage firms, offering a variety of tools to manage customer relationships and automate administrative processes.

Technical Support & Availability

Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage. Your partners can see all their clients, trading details, their money, and their activity. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards. You can also arrange how frequently different types of reports are generated.

  • Together with Forex CRM and trader’s room, Dynamic Works can also deliver your Forex dynamic, responsive website, independently or as a bundle.
  • Social Trading, developed by Brokeree Solutions, is a comprehensive investment system enabling brokers to effortlessly launch copy trading on their platforms.
  • Along with excellent tools for technical and fundamental analysis, the platform provides advanced financial trading features.
  • We can support any custom single-level or multi-level providers with automatic or manual management.

Many solutions nowadays have a web interface, meaning that users have to constantly switch between different portals while trading. The cooperation with Skale has allowed us to integrate key products within one system, providing brokers and their clients with seamless user-experience across all services. Social Trading, developed by Brokeree Solutions, is a comprehensive investment system enabling brokers to effortlessly launch copy trading on their platforms. The advanced functionality of the solutions allows users to swiftly switch between different MT4/MT5 platforms and copy trades across several servers. This feature allows traders to follow and copy the strategies of successful traders.

Instead, look for a forex CRM provider that can introduce you to other service providers to provide assistance on different aspects of your business. When staff is enrolled in a customer relationship management system, communication with consumers becomes much simpler. The automated platform handles the majority of the tasks, so employees have more time to focus on critical activities. Transactions for each client are retained in their own account, and employees can check the history of any trader’s behavior at any time in the future.

mt4 crm

As a result, forex brokers’ ability to operate their operations and boost their profit margins is greatly enhanced by using forex CRM. Additionally, to better serve your customers and integrate your current front-end, a customer relationship management system is an absolute need in today’s increasingly dynamic market. Salesforce engages clients, offers good customer service, and allows mobile work. Salesforce has built its client relationship based on trust, innovation, and equality. Salesforce provides services to various industries, for example, manufacturing, engineering, health care, education, and construction.

Social trading, or copy trading platform

Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry. Our commitment to innovation and customer satisfaction sets us apart as a leader in the field. AltimaCRM is not just a tool for brokers, but an all-in-one marketing and data platform.

If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you. This is especially useful for brokers that use a commission-based system for their managers, promoting transparency in Forex CRM software. Its convenient and easy-to-understand interface is perfect for Software Program For Trading Enterprise beginners and is cross-platform compatible with various operating systems. MT4 also offers real-time financial alerts and tools, providing updates on market events, interest rates, and geopolitical developments. Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business.


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