Client Area
Interact with and serve your clients like never before by offering the ultimate UI experience Request a demoIntuitive, secure, flexible
Our Client Area is incredibly secure and reliable, running 24/7 to support your customers
Fully customizable, our forex crm software can be tailored to meet your business needs
Intuitive and simple, our Client Area needs no explanation and is quick and easy to use
Every element of the Client Area can be fully branded, including the workflows within it
Present a professional, reliable and intuitive interface to each and every client
Leading features
Automation and acceleration
- Built-in calls to actions
- Instant notifications whenever a client takes an action
- Built-in automatic emails throughout the registration process
- Easy access to reports your clients need
Intuitive client onboarding
- Customize multiple onboarding workflows
- Leverage a simple registration process with full KYC
- Utilize our built-in questionnaire and appropriateness test
- Automatic scoring with different outcomes
Account and funds workflow
- Allow unlimited deposit and withdrawal functions
- Cleanly and clearly display your customers’ account information
- Safely store client information
- Provide downloadable client history
Powerful support and marketing tools
- Enjoy live chat functionality
- Translate your Client Area into different languages
- Allow clients to bring referrals under them
- Use the link creation tool, banners, and statistics to attract IBs
A contemporary, powerful Client Area
We’ve worked on Client Area’s and CRM’s for brokers for over 10 years, and know exactly what our clients need to succeed from the inside out
Ready to change how you do business?