Pocket Broker
4.7 out of 5 starsRatings and Reviews 26 Ratings
Ratings and Reviews 0 Ratings
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What is Pocket Broker?
The trading app offers a variety of trading modes such as Quick Trading, Forex, and Shares trading, enabling users to interact smoothly with their chosen assets. Beyond these trading alternatives, the application includes an assortment of features aimed at improving the overall trading experience. Additionally, users will appreciate the convenience of financial management, as the app accommodates various payment methods for both deposits and withdrawals. This flexibility guarantees that traders can navigate the platform with ease and effectiveness. Furthermore, the user-friendly interface ensures that even beginners can make the most of their trading journey.
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/
Media
No images available
Integrations Supported
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$1500 / Month
Supported Platforms
SaaS
Android
Windows
Mac
Chromebook
Linux
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
FX Trading LLC
Date Founded
2017
Company Location
Costa Rica
Company Website
pocket-broker.com
Company Facts
Organization Name
DivulgeTech
Date Founded
2024
Company Location
Cyprus
Company Website
divulge.tech/forex-crm/
Categories and Features
Forex Trading
Not specified
Trading
Not specified
Categories and Features
Financial CRM
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Forex Trading
Not specified