FX BACK OFFICE

Transcription

1 Cutting edge, all-in-one solution for Forex brokers which includes the entire Back office set-up, Client s cabinet and Partnership area.

2 CONTENTS 3. WHO WE ARE AND WHAT WE DO 4. FOREX CRM AND BACK OFFICE 5. COMPLETE MANAGERIAL CONTROL 7. CLIENT S CABINET 8. PARTNERS AND IBS 9. PAMM PROFIT ALLOCATION MONEY MANAGEMENT 10. CONTACT INFORMATION

3 WHO WE ARE AND WHAT WE DO After years of working for Forex brokers, we came to the conclusion that some services can, and have to be outsourced to allow the company to focus more on the business development side of things. With that in mind, determined our team of experts came together and created. We strongly believe that the Client s cabinet, Back office and Partnership area are services that should most definitely be delegated. We spent years developing an exceptionally strong product through our joint experience, trial, and error, and are more than confident we can satisfy the most demanding client. With our solution you will not only save your time and money, but will ultimately grow your business faster - avoiding all the painstaking design, development, structure, textual, legal, and of course testing involved in doing it yourself. 3

4 FOREX CRM AND BACK OFFICE Our CRM & Back office system is developed specifically to facilitate your daily routine work with client s data. CRM Key features: Multi Branding Multiple Brands or Companies can be monitored and managed from one CRM Tools for Marketing increase your marketing opportunities and get the best out of your marketing budget in terms of optimization and tracking, with our marketing tools Convenience store all your clients information and documents in one place. All information is easily accessible and can be edited at any time Client related matters manage, approve/decline verification of a client, document expiration control function, and KYC questionnaire Instant Client message delivery internal message system will allow you to send any kind of message to your client(s) Trading open and manage trading accounts, and register a new client profile Collaboration task system for the company s internal cooperation between departments Internal notifications instant notifications about different actions to improve the company s respond speed and support quality Complete overview and control easy mechanism to differentiate the access rights for different departments or individuals. All actions are logged for your convenience to track any change Automated s save time by setting up over 40 pre-set automatic s confirming your clients actions within the Cabinet Ease of Translation simple and instant website and Cabinet translation system Full customization express your wants and needs and we will create it for you Dashboard see all client requests and don t miss anything MiFID II compliance reporting system and client s profile 4

5 COMPLETE MANAGERIAL CONTROL DEALING WITH FINANCES Wallets approving function to prevent accepting third party money transfers CRM connected to over 18 of the most popular PSPs. Additional PSP can be connected upon request and added promptly Money Deposit & withdrawal Bonus Deposit & withdrawal Internal money transfers between client accounts REPORTS Financial report which will show you the true status of your clients assets and your P/L for any selected period Different reports to help you to collect the data for CySEC reports Scalpers report to identify scalpers and price arbitrager cheaters Customize reports or create any report you want by choosing the relevant data Profile registration report Partners report Additional reports can be added or developed on demand 5

6 IB MANAGMENT Multi-level IB scheme (up to 6 levels or more on demand) A variety of different IB schemes available from point per lot to CPA.Custom IB schemes can be developed upon request Money transfers from a specific IB to any client in the system IB performance information and commission paid to date Banners and promotional materials uploading feature, affiliate link creation CRM role for IBs under which they could manage their own referrals MARKETING Good marketing is the cornerstone of every successful financial company. With our marketing tools you will be able to see exactly how on-point your Marketing department is in terms of the development and expansion of your clientele. By checking your marketing performance within our CRM, you can instantly correct or adjust your existing marketing campaigns and decrease your cost of conversion. Create different marketing campaigns inside our CRM Monitor and control the success of your campaigns Close/Edit existing campaigns Find out where your clients are coming from using the 'Marketing Campaign Statistics' tool 6

7 CLIENT S CABINET Easy to use solution for your clients to manage their accounts, deposit & withdraw money and much more. Opening Live & Demo trading accounts Changing the account leverage Request a swap-free account Changes/updates of personal and contact information Send Deposits / Withdrawal requests Internal money transfers between own accounts Checking the status of pending transfers and requests Upload the documents for KYC and check the status of their approval Fill in the KYC questionnaire with the automatic scoring system Instant access to live chat Available in multiple languages 7

8 PARTNERS AND IBS The Partnership area is integrated into the Client s cabinet which makes it easier for the partners to manage their referrals and own trading accounts. Multi-level IB commission scheme Access to a list of existing referrals Current partnership agreement info Partners URL creation Managing existing URLs Access to Banners and other Promo materials provided by the company Referrals statistics Commission statistics IB access to the back office Access to the trading account history including open trades Possibility to verify or approve some of the client s information or documents 8

9 PAMM PROFIT ALLOCATION MONEY MANAGEMENT Let your managers focus on their trading performance with our PAMM system and leave us all the routine work of optizing, providing and maintaining the infrastructure. Each manager can have a separate portfolio account for a different strategy with no limitations on the amount of managed accounts, and access to the internal account information containing the number of investors and their deposits or withdrawals. Your clients can invest in multiple PAMM managers with one click, and have direct access to the PAMM managers from the Client s cabinet or your website. Our easy withdrawal mechanism will give investors more confidence and security. Our comprehensive PAMM statistics will let investors make an educated investment decision that will satisfy their risk appetite criteria. 9

10 CONTACT INFORMATION With our solution you will not only save your time and money, but will ultimately grow your business faster - avoiding all the painstaking design, development, structure, textual, legal, and of course testing involved in doing it yourself. CHOOSE TODAY, FOR A FASTER, MORE SUCCESSFUL TOMORROW Phone: Mobile: sales@fxbackoffice.com Website: 10