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CRM & Backoffice Dashboard: A Comprehensive Control Center
A highly customizable, real-time management system that provides brokers with full operational control, automated tools, and a seamless user experience for managing clients, trading accounts, and risk.
- Full Broker Customization & Control✔ Hundreds of fine-tuning options – Modify every detail to match your brokerage’s needs.
✔ Flexible access levels – Assign different permissions for managers, support staff, and partners.
✔ Multi-language & UI customization – Adjust themes, languages, and layouts to fit your brand.
📌 Broker Benefit: A system that adapts to your brokerage, not the other way around. - Real-Time Monitoring & Security✔ Live Client Connections Dashboard – Track trader logins, devices, and IPs.
✔ Instant Insights on Deposits & Registrations – Monitor financial transactions in real-time.
✔ Two-Factor Authentication & Security Controls – Secure admin access with Google Authenticator.
📌 Broker Benefit: Ensure data security and maintain full visibility of client activity. - Integrated Lead & Client Management✔ Built-in Lead Management System – Add leads manually, via CSV upload, or through API integration.
✔ Client Management Panel – Monitor trader accounts, edit details, and manage referrals.
✔ Mass Actions & Bulk Edits – Easily modify account settings, tags, or permissions across multiple clients.
📌 Broker Benefit: Simplify customer acquisition, retention, and ongoing management.
- Seamless Fund & Account Management✔ Automated Deposit & Withdrawal Tracking – Monitor balance changes, transactions, and payment system details.
✔ Trading Account Controls – Set up custom commissions, leverage, swap types, and trading conditions per account.
✔ Internal Transfers & Bonus Management – Easily configure credit, bonuses, and margin call levels.
📌 Broker Benefit: Gain complete control over account conditions, ensuring seamless financial operations. - Automated Notifications & CRM Tools✔ Telegram Notifications for Admins – Get real-time alerts for deposits, withdrawals, and key actions.
✔ Email & SMS Automation – Send personalized messages and transactional alerts.
✔ Affiliate & Referral System – Track partner commissions and generate custom referral links.
📌 Broker Benefit: Stay informed, automate engagement, and optimize partnership programs effortlessly. - Compliance, Security & Risk Mitigation✔ Two-Factor Authentication (2FA) & KYC Verification – Enforce user security at every level.
✔ Automated Fraud Detection & Cheater Prevention – Identify and mitigate exploitative trading behavior.
✔ Real-Time System Logs & Audit Trails – Track every action, trade, and system event for compliance.
📌 Broker Benefit: Stay compliant with financial regulations while securing client funds and data.