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

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

DEALING WITH FINANCE

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

IB MANAGEMENT

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

COMPLIANCE

KYC integrated process
Specific and complex Client monitoring
Complete 'company document' area

REGTECH AND REPOSITS

Reports for the regulator
Any report of your choice is available
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

OUR PARTNERS