Your FOREX CRM

The back office with a difference

With our solution, your only job is to attract clients - we'll do the rest
They don't call us the ultimate forex CRM for nothing. By choosing FX BACK OFFICE, you get to focus on what's important – attracting, converting and retaining clients.
FOREX CRM & BACK OFFICE
  • 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
CLIENT'S CABINET
  • 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
PARTNER'S CABINET
  • Supports Multi-level partnership program
  • Referral list including search function
  • Full Link Statistics
  • Promotional materials
  • Local > function for IBs
  • Creation of Partnership links option
WHAT IS UNDER YOUR CONTROL
Retain your clients with absolute ease by using our exceptionally unique algorithmic retention tools
SALES TOOLS
  1. Lead follow up system
  2. Different status allocation of Leads for refining conversion
  3. Customizable accesses for your sales team
  4. VOIP calls directly from the system
  5. Automatic Recording and storing of all VOIP calls
DEALING WITH FINANCE
  1. Deposits and withdrawals of money or bonuses
  2. Third party transfers prevention mechanism
  3. Various payment systems connected
  4. Internal money transfers between own accounts
  5. IB money transfer to his referrals
IB MANAGEMENT
  1. Multilevel partnership program
  2. Create different IB schemes
  3. Full access to all IBs with exceptional easy of use
  4. Limit access of employees to your most important client data
COMPLIANCE
  1. KYC integrated process
  2. Specific and complex Client monitoring
  3. Complete 'company document' area
REGTECH AND REPOSITS
  1. Reports for the regulator
  2. Any report of your choice is available
  3. Make-your-own customizable report feature
EXTENSIVE EXPERIENCE IN PROVIDING BACK-END SOLUTIONS:
REGTECH
Save time
With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele.
OPTIMIZED
100% PROVEN Optimized workflow.
Expect a massively heightened work ethic from all of your departments. Our CRM contains features which will significantly improve day-to-day routine, making all work processes easier.
MT4/5 COMPATIBLE
BEST Forex Platforms
You can use the industry's most popular Forex trading platforms to their full force with our CRM, with no volume limitations. Additional platforms can be easily connected.
MOBILE FRIENDLY
Fully responsive solution on ANY device.
Your clients and IBs can log in to their Cabinet from ANY mobile device.
FAST INTEGRATION
100% integration
Don't waste your time. Choose FX BACK OFFICE for the fastest integration the market has to offer.
TESTED
100% tested code
Keep your data safe, secure and protected.

We are using modern technologies with long-term support to achieve high reliability of our systems.
REQUEST YOUR SOLUTION
Everything you need just got easier by choosing the industry's favourite CRM - FX BACK OFFICE!
Send us a message and our specialists will contact you shortly. We will provide you a presentation of the CRM, Client, and IB back end so you can be assured that our system has absolutely everything you need to run a powerful and lucrative business, in the easiest way possible.
FILL IN THE FORM
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