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What is Finosoft?

Finosoft presents a groundbreaking omnichannel CRM platform specifically designed for brokers, with the goal of revolutionizing back office functions in the brokerage industry. This state-of-the-art solution equips brokers with extensive oversight of their CRM needs, ultimately enhancing management practices and results. By focusing on vital elements that contribute to success, users can maximize their potential. The platform includes an advanced, multi-layered lead management feature that boasts high-performance segmentation and automated calling functionalities. We strive to improve client management through the use of detailed customer profiles, efficient workflows, and timely trading updates. Furthermore, users enjoy a flexible payment system that supports a range of services, complemented by an intuitive document management feature that incorporates a secure, automated document verification process to ensure compliance with regulatory requirements while upholding a fully secured, permission-based environment. Finosoft leverages technology to provide significant advantages to our clients. Our exceptional business intelligence solutions cater to brokers, promoting greater efficiency and simplifying crucial processes within the field. By opting for Finosoft, brokers not only gain enhanced operational capabilities but also secure a dedicated partner focused on fostering their growth and success, ensuring that they thrive in a competitive landscape. Ultimately, this partnership enables brokers to navigate challenges effectively while capitalizing on new opportunities.

What is Ark Trader?

Ark Trader stands out as a pioneering online trading platform and a complete brokerage solution designed specifically for financial and brokerage firms that prefer a singular, cohesive system over relying on multiple third-party services. This platform equips brokers with a comprehensive toolkit that includes ultra-low-latency quotes and swift execution, enabling the trade of a variety of instruments such as stocks, indices, forex, commodities, and bullion all from one centralized interface. In addition to its core features, Ark Trader supports an array of trading terminals for desktop, web, iOS, and Android, along with customizable mobile trading applications that can be personalized with the broker's branding. The platform is enhanced by a Dealer Mothership, facilitating streamlined administration with advanced multi-level management functionalities tailored for clients and introducing brokers (IBs), built-in margin call alerts, dealer API access, extensive reporting tools, account copier capabilities, and adaptable arrangements for agent commissions and affiliate rebates. Beyond these offerings, it also boasts innovative features like robo dealer automation, automated money settlement, real-time transaction tracking, live user monitoring, script management, permission settings, and settlement controls, creating a powerful solution for brokers aiming to elevate their trading operations. This extensive array of functionalities not only streamlines processes but also empowers brokers to thrive in the dynamic and competitive trading landscape while maintaining a high level of operational efficiency. Overall, Ark Trader represents a significant advancement in brokerage technology, catering to the evolving needs of the financial sector.

Media

Media

Integrations Supported

Solitics
Techysquad

Integrations Supported

Solitics
Techysquad

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Finosoft

Company Website

www.finosoft.com

Company Facts

Organization Name

Ark Trader

Date Founded

2019

Company Location

United States

Company Website

arktechltd.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

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