Custom tailored for financial institutions, brokers, and investment firms
Complete CRM Solution
Built to be customizable & configurable
Easily integrates with any service or platform
Affordable high quality and secure
Featured Trading Platforms
(11+ Trading Platforms)
Featured Payment Gateways
(37+ Payment Providers)
Featured Communication Services
(19+ Communications Tools)
Other Featurings
The most DYNAMIC and configurable CRM I’ve ever used.
– CEO of Global Financial Brokerage Firm –
The support team is truly world class!
– Head of Operations, Vanuatu based Broker –
Finally a CRM with an advanced reporting system!
– Head of Risk, Cyprus based Broker –
The low fixed pricing is a marvel to behold!
– CEO of startup broker –
Client Portal
Offer your clients a world class intuitive experience with our dynamically customizable client portal. A one stop shop connecting all your trading platforms, PSPs, and more in one easy to use experience.
Pool client “investor” funds into trading accounts for pro traders. Investors can track their fractions of trades & profits from their Portal.
Operations CRM
Manage your operations with our proprietary back office solution with complete tasks, statements, tracking, logs, and notifications.
Sales CRM
Empower your sales force with our award winning sales center bringing the entire client lifecycle into one intuitive and super fast place optimizing calls and helping you building real relationships.
Client Center
The one stop shop to manage a client end to end from personal information to complete logs on funding, trading, communications, and so much more.
Marketing CRM
Boost your Marketing management with advanced solutions like customer lifecycle, Tags, and dynamic lead importing from Ad solutions.
Management CRM
Manage everything and everyone from one all powerful control center and configure custom detailed permissions for your employees.
Take charge with our reporting suite that covers everything from HR to Marketing, Sales, and even Risk Management.
Risk Reports
Management Reports
Custom Reports
Our Customers
21+
Brokers & Institutions
13+
Exchanges & PSPs
100,000+
Requests Processed Per Second
100%
Reliability Guarantee
Branded IB
Extend your CRM to Branded IBs. You can manage
their back office completely form your CRM. The
branded IBs get a their own branded client facing
portal.
WhiteLabel
In turn, whitelables can control their branding
on the CRM, portals, and emails. Whitelabels
can enjoy the full suite of products at a great
discount thanks to you.