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What is FxCore CRM?

FxCore CRM is a tailored customer relationship management platform specifically created for forex brokers, CFD brokers, proprietary trading firms, and various financial service providers. It significantly improves the efficiency of processes such as client onboarding, KYC/AML verification, and the management of affiliates and introducing brokers while adeptly managing deposits and withdrawals to ensure adherence to regulatory standards. Users enjoy seamless integration with popular trading platforms like MT4 and MT5, enabling them to track trading accounts and activities in real-time, supported by robust role-based access controls and detailed reporting functionalities. Furthermore, the system includes revenue tracking dashboards that empower users to evaluate their financial performance effectively. This suite of features not only enhances operational efficiency but also positions FxCore CRM as an essential asset for businesses navigating the fiercely competitive landscape of the financial industry. By streamlining complex processes, it allows firms to focus on growth and client satisfaction.

What is Altrogi?

Altrogi provides a white-label trading platform and brokerage CRM designed specifically for forex and CFD brokers, multi-brand brokerage entities, and emerging operators who wish to establish a trading venture without developing proprietary technology. The platform encompasses three interrelated applications that work together seamlessly: a branded client portal where users can register, verify their identities, manage wallets, and conduct deposits and withdrawals; a trading interface available on both web and mobile formats, offering live pricing, built-in charting tools, as well as functionalities for market, limit, and stop orders, including stop loss and take profit features; and a robust back-office CRM that consolidates sales, retention, compliance, and finance departments around a unified client record. This CRM is adept at managing lead pools and assignments, performing KYC assessments, facilitating dual approval for all financial transactions while ensuring an exhaustive audit trail, and providing customizable account types, margin limits, and in-depth reporting on client funds, open risks, and transaction approval durations. Furthermore, the platform can enable additional functionalities like copy trading, introducing-broker commissions, customer loyalty initiatives, and investment plans, enhancing operational flexibility. Each brand can function under its own unique domain, safeguarding data integrity and privacy. This comprehensive architecture not only supports a customizable trading environment but also accommodates the diverse requirements of different operators in the financial sector, ensuring they can effectively meet their business objectives.

Media

Media

No images available

Integrations Supported

mT5

Integrations Supported

mT5

API Availability

Has API

API Availability

Has API

Pricing Information

999
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Version
Free Trial Offered?

Pricing Information

$1500
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

FxCore CRM

Date Founded

2020

Company Location

United Arab Emirates

Company Website

fxcorecrm.com

Company Facts

Organization Name

Altrogi

Date Founded

2022

Company Location

United States

Company Website

altrogi.com

Categories and Features

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

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