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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 Finantik?
The MetaTrader 4 web platform allows Forex trading directly from any web browser and operating system, such as Windows, Mac, and Linux, without requiring any extra software installation. In addition, the MetaTrader 4 mobile apps enable users to trade in financial markets using smartphones and tablets that operate on iOS and Android systems. With MT4's extensive range of technical analysis tools, which include over 50 integrated indicators and charting options, traders can efficiently track market movements while managing several accounts simultaneously. Users can choose to execute trades manually or utilize pre-installed indicators and automated trading systems known as Expert Advisors to enhance their trading strategies. Moreover, MT4 provides a sophisticated and highly adaptable platform where traders can create personalized trading strategies with the unique MQL4 programming language. To further improve trading efficiency, MT4 features a one-click trading option that guarantees rapid trade execution consistently. This blend of versatility and robust tools makes MT4 a top preference for both beginners and seasoned traders, offering them a comprehensive trading experience that meets their diverse needs. Ultimately, the platform's continuous updates and community support contribute to its enduring popularity in the Forex trading landscape.
API Availability
Has API
API Availability
Has API
Pricing Information
$1500 / Month
Free Trial Offered?
Free Version
Pricing Information
$1,000 one-time payment
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
Finantik
Company Website
finantik.co
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