Broctagon - Forex Broker CRM

Description

The ultimate FX Broker CRM, now on mobile.

Experience a CRM that caters to every touchpoint of your traders’ journey with a highly intuitive UI and a multitude of functions for the perfect user experience.

• 13 pre-set languages, add new languages in a day
• Fully branded deployment in 1 day
• SaaS Model, Zero Setup Fees
• Highly modular with 200+ customization points

1) Multi-Trading Account Management

Fully integrated and synchronised with some of the most popular trading platforms such as MT4 & MT5, manage all your accounts at once without logging in to your trading terminal.

- Create, enable or disable accounts
- View balances and margins
- Modify settings such as leverage

2) Multi-Tier Affiliate Module

Expand your client network rapidly and efficiently with the in-built IB core module serving up to 100 affiliate tiers with automated commission rebate distribution.

- Real-time commission tracking
- Automated IB rank promotion
- Detailed referral network hierarchy
- Multiple commission schemes
- View referred client details and requests
- Gain insights into your clientele trading activities

3) Track Conversations and Requests

Ensure everything you need is in check with a ticketing system that tracks all your conversation logs with support chat as well as all submitted requests.

4) Insights and Reports

Comprehensive trade history at your fingertips with real-time data pulled from the integrated trading platforms.

5) Smart Notifications

Always be in the know of the latest promotions and updates via bulletins and push notifications when enabled.

6) Easy Onboarding

Gain sign-ups easily with dynamic KYC forms that are tailored to different client types.

7) Multi-Factor Authentication

Protect your account with added security through authenticators.