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What is UpTrader?

If you are embarking on the journey of establishing a forex brokerage and need a reliable provider of forex solutions, just submit a request, and we will gather the best offers available for you. Regardless of whether you already operate a brokerage or are in the planning stages, high-quality Forex CRM Solutions are likely to be essential for your success. Our services equip brokers with vital Forex Solutions that support the launch or improvement of their businesses. This particular aspect of Forex CRM is crafted for easy setup of all CRM features, covering various elements of your operation, including marketing techniques, sales workflows, payment system connections, departmental access rules, trading platforms, analytics, email interactions, KYC compliance, and terms for Introducing Brokers. You will also have the ability to track the entire history of deposits and withdrawals from one centralized platform. Moreover, clients can receive tailored promotional messages and offers directly through their interface, helping them stay engaged and informed. This all-encompassing system not only aims to enhance your brokerage's operational efficiency but also significantly boosts client satisfaction, paving the way for long-term success in the competitive forex market. By utilizing such advanced solutions, you can position your brokerage to thrive in an ever-evolving industry.

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.

Media

Media

Integrations Supported

Match2Pay
MetaTrader 4
MetaTrader 5
mT5

Integrations Supported

Match2Pay
MetaTrader 4
MetaTrader 5
mT5

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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?

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

UpTrader

Company Website

uptrader.io/en/

Company Facts

Organization Name

FxCore CRM

Date Founded

2020

Company Location

United Arab Emirates

Company Website

fxcorecrm.com

Categories and Features

Currency Exchange

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Categories and Features

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