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What is Techysquad?

Techysquad is a company dedicated to offering cutting-edge fintech and technology solutions, specifically targeting sectors such as Forex CRM, Prop Trading CRM, and brokerage technology, in addition to services like web development, SEO, and enhancements for AI visibility. Our core CRM platform is crafted to aid forex brokers and prop firms in managing the entire client lifecycle, which includes lead management, onboarding traders, conducting KYC verification, and integrating with platforms such as MT4/MT5/cTrader/TradeLocker/Ark Trader, as well as overseeing IB/affiliate relations, reporting, and fostering client retention. Moreover, we provide custom Prop Trading CRM solutions that simplify the administration of funded trader programs, enable tracking of challenges, manage payouts, and assess trader performance metrics. Our service lineup also features PAMM and trade copier solutions designed to satisfy a broad spectrum of trading requirements. Additionally, Techysquad stands out in offering tailored web development, automation services, and API integrations, complemented by digital growth initiatives that include SEO, AEO, GEO, and backlink strategies aimed at bolstering online visibility across multiple search engines and AI platforms. A key aspect of our offerings is our commitment to exceptional customer support available 24/7, swift deployment options, scalable infrastructure that adapts to changing demands, and flexible customization possibilities without extra charges. By harnessing these strengths, Techysquad guarantees that clients receive not only comprehensive but also effective solutions that align with their business goals, enabling them to thrive in a competitive landscape.

What is EquinoxCRM?

This dynamic cloud-based solution is tailored for Registered Investment Advisors and Broker Dealers. It allows for the seamless integration and management of client data and accounts, ensuring compatibility with your current productivity applications. The platform complies with SEC rule 17a-4, which requires both immediate and non-immediate access (WORM) for the storage of client and account records. It also supports the documentation of business practices and communications with clients. Users have the ability to create and apply personalized workflow templates that significantly improve efficiency. By categorizing potential clients, firms can enhance their sales tactics and maintain a more organized structural hierarchy. Moreover, it provides detailed oversight of task access and responsibilities, promoting accountability within the organization. As a result, this innovative solution not only optimizes operations for financial professionals but also keeps them organized and compliant with regulatory standards. In a landscape where efficiency and compliance are paramount, this platform stands out as an essential tool for success.

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Integrations Supported

Ark Trader

Integrations Supported

Ark Trader

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Techysquad

Date Founded

2013

Company Website

techysquad.com

Company Facts

Organization Name

Reliadvisor

Date Founded

2016

Company Location

United States

Company Website

www.equinoxcrm.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

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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