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Ratings and Reviews 0 Ratings
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What is Forex CRM?
DivulgeTech Forex CRM is a specialized customer relationship management platform developed for forex brokerages. It provides an integrated environment where client relationships, partner networks, and back-office processes can be managed together. Unlike generic CRM systems, it addresses the specific requirements of trading firms, such as managing introducing brokers (IBs), handling multi-tier commission structures, processing deposits and withdrawals, and ensuring regulatory compliance.
The platform is built to work seamlessly with MetaTrader 4 and MetaTrader 5, allowing real-time synchronization of trading accounts, balances, and activity. This integration reduces manual data entry and ensures brokers have accurate information when overseeing daily operations.
Client and partner management features allow brokers to organize client accounts, track activity, and monitor affiliate performance. Multi-tier IB commission structures can be configured to support partner networks of varying complexity. Clients use a secure portal to manage their accounts, initiate deposits or withdrawals, and communicate with the broker, while partners have access to their own interface for tracking leads, commissions, and referrals.
In terms of back-office operations, the system supports deposit and withdrawal workflows, automated commission calculations, and detailed reporting. Compliance requirements are addressed with built-in KYC and AML tools, secure document management, role-based user permissions, and two-factor authentication for improved security.
The modular design makes the CRM adaptable to different business models. Brokers can extend functionality with integrations for PAMM (Percentage Allocation Management Module), social trading, or copy trading. REST APIs and webhooks allow integration with external applications, payment providers, or reporting tools, enabling firms to customize the system to their needs.
For More Details check divulge.tech/forex-crm/
What is BDSwiss?
Stay ahead in the financial markets by leveraging exclusive market insights that are acknowledged by top financial media, while also participating in live educational sessions via daily webinars conducted by experienced industry professionals. Gain entry to the financial markets with an account customized to meet your specific needs, enjoying the benefits of competitive trading conditions and swift execution times. The BDSwiss Group functions under a stringent regulatory framework, providing its services worldwide through various entities and licenses. Our dedicated teams, both local and international, are ready to assist you five days a week in more than 20 languages, ensuring you have the support you need. With a diverse array of payment options, you can enjoy the flexibility required for seamless deposits and withdrawals. We offer a comprehensive range of state-of-the-art trading platforms for desktop, web, and mobile, including the renowned MetaTrader 4 and MetaTrader 5, Webtrader, and our proprietary Mobile App, equipping you with essential tools for trading triumph. Our unwavering dedication to quality and customer support allows you to navigate the intricate markets with both confidence and ease. Explore the possibilities that come with our innovative technology and expert guidance, and elevate your trading experience to new heights.
API Availability
Has API
API Availability
Has API
Pricing Information
$1500 / Month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
DivulgeTech
Date Founded
2024
Company Location
Cyprus
Company Website
divulge.tech/forex-crm/
Company Facts
Organization Name
BDSwiss
Date Founded
2012
Company Location
Cyprus
Company Website
www.bdswiss.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