Forex CRM and Trader’s Room provides seamless connection between your Clients and Brokerage Staff.
Marketing, Sales, Onboarding, Engagement, Service, Accounting, Analytics deeply integrated with Multiple Trading Platforms, Payment Systems assisted by incentive and referral solutions that streamlines brokerage operations and customer experience.
Trader's Room
The Trader’s Room is a web-based portal built and designed specifically for Your Traders to perform operations expected from them.
The system allows for a smooth KYC process, Account Registration and Funding, IB Promo Tools and Reports, and Live Chat along with many other functions all integrated with your Trading Platform and CRM.
MAIN FEATURES:
Account Registration and KYC.
Account Funding and withdrawals.
IB Portal.
Forex CRM
Never lose any leads and keep track of all activity in one place. Trader activity such as deposits or withdrawals is recorded in the CRM.
Automate activities while keeping costs minimal. All Tasks that require Broker’s input are managed by a build-in Task Manager with advanced Assignment Rules and Roles Management.
MAIN FEATURES:
Sales Pipeline and Client Management.
Flexible Administration to set Roles and Workflows.
Tools to Build and Improve existing relationships.
Multi-Level IBs
Boost your brokerage’s growth by using Trader’s Room Multi-Tier IB functionality to expand your IB business
Flexible Multi-Level Commissions Payout Settings in a User-Friendly Web Interface generating Instant Payouts. IB-side Promo Materials from Referral URLs to Social Media sharing and Landing Pages.
MAIN FEATURES:
Referral Links and Sharing Functions.
Report of Referrals.
Pips, Percentage, Cash payouts, Custom Payouts.
MAM/PAMM Social Trading
Easy workflow to onboard Money Managers, One-Click Investment workflow Detailed performance analytics, Integrated Funding, and Disengagement procedures.
Multiple Allocation methods and custom fee distribution schedules. Support for Third Party MAM/PAMM/Social Trading Systems.
MAIN FEATURES:
Money Manager Performance Analytics.
Investing and Disengagement workflows.
Various Profit Allocation Methods.
Payment Systems Integrations
Hundreds of Forex Payment Systems including Cards, Wallets, Bank Systems, and even Cryptocurrency Deposits and Withdrawals processed instantly in the most secure way directly to the Trading Platform.
Support for Third Party Payment System Aggregators.
Mobile Apps for Forex Brokers
Your own Brokerage mobile app on the Apple App Store and Google Play with all the same features as Trader’s Room itself.
Forex Web Design
A robust, content-rich, and mobile friendly website development powered by a user-friendly Content Management System.
MT4 & MT5 for Mac OS
Allow traders to trade on the operating system of their choice. Get a Manager and Admin application for yourself.
Even more on our ever-expanding App Marketplace
FREE
Live Quotes Website Ticker
Embeddable currency ticker for your website. Current prices directly from your server with your spread settings and visuals.
FREE
Live Chat
Instant communication with your clients, allowing them for quick and efficient access to information and troubleshooting.
FREE
Universal Multiple Language Support
Built-in capability of all our solutions is Multi-Language Support. All translated by real people and customizable on with a click of a button.
FREE
Developers Access and Extensive APIs
We love developers. Every piece of your data available in your system can be made accessible for you or your developers to make the systems even further extendable.
Customer Story
The process of setting up a back office and CRM has been easy and straightforward, thanks to Kenmore Design. Their development team has been with us every step of the way and communication has been effortless. Response time has been very quick.
All you need to see is the video to the left
Quick Trade SA
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