The Trader’s Room is a web-based portal built for you but designed specifically with your traders in mind. Under the secure login you and your clients will have access to thousands of features, from registering new accounts to electronic deposits to managing system languages and live chat. The system offers so many functions that the best way to describe it is to experience it.
Bill has been browsing your website and decided to ﬁll out the registration form.
This is Jake
He is designated by the broker to be a sales agent.
As soon as Bill opens an account Jake receives emails from the CRM
|New live account registration: Bill Gates||9:10 am|
|Compliance documents have been uploaded: Bill Gates||9:15 am|
Jake logs into Trader's Room to review the submitted information
Finally, Jake approves Bill's application
Bill gets an update
He can now make a deposit and start trading.
Bill gets an email notiﬁcation from the broker
|Thank you for opening an account with us. Confirm your email.||9:15 am|
|Bill, the broker has approved your account, please make a deposit.||9:20 am|
He makes an electronic deposit and starts trading
Andrea is Jake's boss
Once in a while Andrea reviews the CRM and checks on her team of 10 agents.
|New live account registration: Bill Gates||9:10 am|
|Bill Gates' account has been approved||9:20 am|
Bill made a proﬁt!
He now wants to make a withdrawal request.
Mike works in accounting
He only receives withdrawal requests per Andrea's settings.
Mike gets an email notiﬁcation and proceeds to attend to the request
|Withdrawal request from Bill Gates: 1,000 USD||12:30 pm|
He approves the withdrawal request and makes a wire transfer to Bill
Bill is concerned
He has not yet received his funds. He initiates a live chat and gets his questions answered.
Bill is happy
He was able to start trading within minutes and had all of his concerns attended to.
Andrea is happy too
She knows that her team stays on top of their work so she can attend to other matters.
What do you want Bill to do next?
Bill opens another MT4 and MT5 accountHe decided to try trading in a different currency base.
Bill reviews his statement onlineHe made a deposit and placed a few trades. Everything is correct.
Bill transfers funds from one of his MT4 and MT5 accounts to anotherThe automatic currency conversion is performed in case of different currency bases.
Bill becomes an IB, refers traders and gets paidHe can also see analytics on how much commission he has collected and from whom.
Bill becomes a Money Manager or InvestorHe can contribute to the fund immediately or be featured as a Money Manager on the broker's site.
Bill places a few trades in his browserHe likes to run Broker-provided EAs without having to have his PC on all the time.
Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 and MT5 will open instantly without requiring a secondary broker's approval.Get a Demo Now
Trader's Room requests the trade history from MT4 and MT5. What Bill sees is identical to his MT4 and MT5 statement. If the Trader has multiple account types, statements for each account will be available.Get a Demo Now
Transferring funds between MT4 and MT5 accounts is an instant operation. Bill can transfer from (or to) any account including IB, MAM, and others. In case MT4 and MT5 accounts have different currency bases the currency conversion will be performed in real time using the current market price.Get a Demo Now
Any Trader can become an IB (Partner). Once the trader's IB application is approved by the broker, the IB gets a new MT4 and MT5 account that is designated for commission collection. The IB has several powerful promo materials, including Referral URL, graphical banners, and embeddable account registration form for the IB's website. Once the IB refers someone to the brokerage he starts to receive commission. The IB can always review his commission in historical terms and per referral. With Multi-Level IBs Expansion, IBs can be nested in multiple tiers.Get a Demo Now
With MAM / PAMM Expansion, Traders Room enables social features. Traders can apply to become Money Managers. Once approved by the broker their MAM account analytics are featured on your website for others to review. Other traders and website visitors can become investors with only a couple of clicks. Their Investor MT4 and MT5 account gets opened and engaged to the chosen MAM.Get a Demo Now
With Webtrader/VPS expansion, Traders can take advantage of hardware-less trading. WebTrader can be used to place trades directly form the browser. This comes especially handy while behind corporate firewalls or on high-latency networks. VPS allows traders or Money Managers run their own or Broker-Supplied EAs or signals.Get a Demo Now
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.
Call us: +1-617-381-4865