Traders Room for Brokerage: Forex Trading Room & Backoffice
The traders room supports both single-page and multi-step client onboarding, with flexible APIs for custom registration workflows. Embed onboarding forms directly on your website or share hosted links to ensure a fast, frictionless client signup process.
Enable clients to become Introducing Brokers directly within the traders room. Support single-level and multi-level IB commission structures, with built-in referral tools, promotional materials, and real-time tracking of referred traders and commissions through detailed reports.
Clients upload required KYC documents directly in the traders room for verification. KYC checks can be handled by the broker or integrated external KYC providers, ensuring regulatory compliance while maintaining a smooth onboarding experience.
The traders room includes essential forex trading tools and market insights in one centralized interface. Traders access an economic calendar, daily market news, live currency quotes, and brokerage announcements without leaving the trading environment.
Manage secure deposits and withdrawals through a multi-channel forex payment system aggregator supporting fiat and crypto PSPs. Benefit from smart payment routing, automated or manual processing, and optimized currency conversion within the forex backoffice.
Provide traders with built-in live chat and a structured support ticket system inside the traders room. Requests are automatically routed to the correct department, ensuring fast response times and efficient broker–client communication.
The Lead journey will start from a registration page or a landing page
CRM Lead Routing will follow the admin-set conditions to assign Bill to Jake, who is in a Sales Role, in a specific Time Zone, and speaks Bill’s Language. Go ahead Jake!
CRM Lead Routing will follow the admin-set conditions to assign Bill to Jake, who is in a Sales Role, in a specific Time Zone, and speaks Bill’s Language. Go ahead Jake!
Jake becomes the first point of contact, making sure Bill completes his registration, KYC, and investment.
Once the documents have been approved, the Custom Forex Backoffice will be used to assign tasks so that no time is wasted
Lets talk business
Now it's time for Bill to fund his account and start trading. Kenmore Design offers a Forex PSP aggregator that supports hundreds of payment system providers, including crypto options.
Once in a while Peter reviews the CRM and checks on the team progress.
Offer your clients a modern Forex Traders Room with a powerful Forex Backoffice for your team. From Account Registration and Deposits to IB Tracking and Reporting — our solution gives traders traders a smooth experience as Brokers retain full control.
See how our Forex Backoffice and Client Cabinet can streamline your brokerage.
