Client Office app with CRM
Convert more leads to traders by automating all of your onboarding and payment processes in one place.
Our Client Office application (also known as Traders’ Room) is expanded with a CRM feature to help brokers managing all of their clients’ and IBs’ activities in one place. This Forex CRM app allows reducing operating costs by automating the most important business operations
- Must-have app for every White Label solution
Improve the flow of users on your platform by automating onboarding procedure and payments and convert more leads into active traders
- Convenience for traders
Let your clients open a new demo or live accounts automatically. Most importantly, they can also transfer funds between accounts, send deposits or request withdrawals and proceed with KYC onboarding procedure.
- 300+ PSPs integrated via Praxis gateway
Thanks to our cooperation with Praxis Cashier our clients have access to more than 300 PSPs around the world at a specially discounted price. Besides simple integration, we also provide full support and consulting regarding PSPs onboarding.
- Built-in crypto payments
Our Client Office/ Forex CRM app is fully integrated with Match2Pay Crypto Payment Gateway. Therefore, it allows collecting and exchanging cryptocurrencies in a fully automated way and deposits straight to a trading account.
The first CRM application on the Forex market with crypto payments
- Seamless integration with most popular trading platforms
Match-Trade’s Client Office application is fully integrated with most popular trading platforms: MT4, MT5, cTrader, xStation and our proprietary platform Match-Trader.
- Easy access with single-sign-on
Simplify customer path to retain more clients. While using the Match-Trader platform, your customers will only sign up once without having to switch between apps while trading.
- Forex CRM tailored to your needs
We can easily adjust Client Office to Broker’s needs by adding different payment gateways or expand the app with functionalities requested by the customer.
- Keep up with all your client’s activities
You (or your team members) will never miss your client’s requests. The Client Office will send e-mail notifications whenever an action that requires your reaction occurs.
Client Office (Forex CRM) key features for Brokers:
- Dashboard with the most important information
- Transferring funds between trading accounts
- Various deposit and withdrawal options, e-payments and cryptocurrencies supported
- Integrated with automatic KYC verification providers
- Automatically generated registration links for clients and sub-IBs
- Integrated PAMM/MAM solution
- E-wallet functionality
- Automatic email notifications about all clients’ activities
- Multi-level IB up to 4 levels with dedicated IB portal for all IBs and sub-Ibs
- Tracking the balances of all client’s accounts
- View on all open positions, history trades and ledgers on trading accounts
- Opening Demo and Live accounts from the website
- Multi-language supported – possibility to add your language
- Application can be embedded in Match-Trader platform assuring the best user experience.
- Branded registration forms – for Match-Trader platform