Client Area

Interact with and serve your clients like never before by offering the ultimate UI experience Request a demo
Client Area

Intuitive, 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 Automation and acceleration

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 Intuitive client onboarding

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 Account and funds workflow

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 Powerful support and marketing tools

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
Industry-leading
We continuously create innovative tools and features to ensure our CRM, Client and Partnership Area’s lead the field
Flexibility
Our CRM software can be customized from the ground up and can integrate with a huge variety of third-party solutions
Reliability
Our code is clean, tested, and secure, meaning that our CRM solutions operate 24/7, 365 days a year, with minimal issues
Unrivalled support
Our experienced development teams can offer clever customized solutions, fast
A personal touch
Every element of the system can be customized to fit your company brand and colours
Work on the go
The mobile application for our Client Area can be used on the go, anywhere, any time
Ready to change how you do business?
Request a demo