Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • IUX Reviews & Ratings
    927 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    87 Ratings
    Company Website
  • CEX.IO Reviews & Ratings
    29 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,532 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Act! Reviews & Ratings
    554 Ratings
    Company Website
  • Creatio Reviews & Ratings
    570 Ratings
    Company Website
  • FirstPromoter Reviews & Ratings
    64 Ratings
    Company Website
  • BYDFi Reviews & Ratings
    5,934 Ratings
    Company Website

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 FXCRM?

FXCRM serves as a sophisticated CRM solution specifically designed for modern Forex brokers, CFD providers, cryptocurrency platforms, proprietary trading companies, and those engaged in multi-asset trading. The platform offers an extensive array of functionalities required to establish, manage, and grow a brokerage from a single, unified system, which includes features like client onboarding, KYC compliance, trading account management, payment processing, IB management, bonus systems, contests, and back-office automation. Its ability to integrate seamlessly with platforms such as MetaTrader 4 (MT4), MetaTrader 5 (MT5), cTrader, WebTrader, MAM, PAMM, and Copy Trading solutions empowers brokers to develop a comprehensive trading ecosystem, significantly reducing the need for manual intervention and improving overall operational efficiency. Moreover, FXCRM caters to startup brokerages with its Cloud (SaaS) Pay-as-You-Go option, allowing them to kick off their operations without incurring hefty infrastructure costs while benefiting from robust security, automatic updates, routine backups, and dependable service uptime. This adaptability not only facilitates rapid growth but also positions new entrants favorably in a fiercely competitive marketplace, ensuring they can respond swiftly to evolving industry demands.

Media

Media

No images available

Integrations Supported

MetaTrader 4
MetaTrader 5
cTrader

Integrations Supported

MetaTrader 4
MetaTrader 5
cTrader

API Availability

Has API

API Availability

Has API

Pricing Information

$1500 / Month
Free Version
Free Trial Offered?

Pricing Information

$500
Free Version
Free Trial Offered?

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

IT CORNER LTD

Date Founded

2021

Company Location

United Kingdom

Company Website

www.fxcrm.net

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

Financial CRM

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

Popular Alternatives

Popular Alternatives

No Alternatives