Broker CRM

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Broker CRM
How does It work?
Features
How does It work?
How does It work?
Features
  • This is the upper level of business management. Through the Futures broker back office, a broker can customize all aspects of Futures CRM: enable Payment System APIs, set up account types and trading platform integrations, manage their staff, and implement Introducing Broker rewards, among other things. 
  • Our aim is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. 
  • Deposit/Withdrawal 
    Adding new payment methods for Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet.
  • Wallet 
    • Admin chooses the way to deposit money: directly to a trading account, through a wallet, or both ways. 
    • The wallet is a non-trading account for depositing funds. The clients can distribute their funds from the wallet to all their trading accounts or put them back into the wallet. 
  • Account Management 
    • Trading account settings 
      admin decides whether to open a trading account for all new users or for verified clients only. 
    • You can choose whether to allow demo trading or real trading only. 
    • Decide on the settings for trading accounts. What are your leverage levels, which minimal and maximal deposit amounts should be required? What is the currency for this account? 
  • Agreements 
    • Create and upload any agreements you would like your clients to accept. 
  • Partnership Management 
    • General settings 
      It is your call whether to set up a partnership program or not. Do you want to keep to the default settings or elevate to the sophisticated ones? Do you allow your partners to see client phone numbers and email addresses or not? Is it okay for your partners to have a sub-IB tree? Do you want to process partner awards automatically or manually?
    • Settings for partnership rewards 
      You decide whether the rewards are calculated based on trading volume, commission or spread. What percentage are you willing to pay to IBs and sub-IBs? 
    • Choose report configuration 
      You get to choose what kind of reports your partners are receiving.

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