Mobile Solutions

The world is going mobile. On top of all of the features listed below the brokerage offering mobile access to their clients data on mobile will automatically get more exposure online.

Due to the nature of mobile presence you get new points of entry: Google Play Store and Apple App Store. This allows you to advertise you Brokerage for the entire new market as well as receive the SEO benefit of a back link from apple and google.

Overview of all accounts with balances, account types, trade history.

Allow your cients to access the trade history without having them being tied to their desk. Everyone who ever traided had a desire to share their experience with others. Not only it boosts their confidence it also promotes your brand.

Mobile Deposits

Streamline the ability to receive mobile deposits weather it is from a credit card or via bank transfer. The app allows your customers to see your bank details for transfers while on the go, making sure they always have that information in their pocket.

IB tools, Promo Materials, and performance Analytics.

IBs get the full set of tools to refer clients to your brokerage, from the conventional Referral URL, to the more advanced referrals via social media and other types of messaging. IBs can also instantly see the result of their work.

And what would we do without the Live Quotes Tickler?!

Deliver your current rates and spreads to those on the go.

Customer Stories

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.

The CRM has helped our management team stay one step ahead when it comes to handling tasks and clients, which has helped our business remain effective and efficient.

Support has been great. Kenmore Design is always right there when we need them to ensure that operations continue to run smoothly. They are always clear with us so that there are no misunderstandings.

In addition, their Multi-Tier IB support has the exact functionality we were looking for and is user-friendly, providing us with a reliable and easy-to-use system. Overall, we are quite satisfied with Kenmore Design’s products and exceptional service and can highly recommend them.

Globex360

Questions?

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