With our solution, your only job is to attract clients - we'll do the rest
Professional solution to manage clients profiles
Comprehensive reporting system
Wide range of tools and controlling mechanisms for Marketing and Sales departments
API connection to PSPs
KYC and sophisticated system ensuring the documents are up to date
CRM access for IBs (limited as per your request)
Simple and instant translation system
Customized upgrades on demand
Fully EMIR and CySEC compliant
Fully branded user friendly interface
Live/Demo account opening function
Deposits / withdrawals / transferring between own accounts
Easy access from all mobile devices
Internal messages with notifications
Fully CySEC compliant background check questionnaire
Simple section for uploading documents for KYC
Access to the Partnership area from the same place
Integrated live chat
Supports Multi-level partnership program
Referral list including search function
Full Link Statistics
Promotional materials
Local depositor function for IBs
Creation of Partnership links option
Retain your clients with absolute ease by using our exceptionally unique algorithmic retention tools
- Lead follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storing of all VOIP calls
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Various payment systems connected
- Internal money transfers between own accounts
- IB money transfer to his referrals
- Multilevel partnership program
- Create different IB schemes
- Full access to all IBs with exceptional easy of use
- Limit access of employees to your most important client data
- KYC integrated process
- Specific and complex Client monitoring
- Complete 'company document' area
- Reports for the regulator
- Any report of your choice is available
- Make-your-own customizable report feature