Client Office app with CRM

Client Office app

The first CRM application on the Forex market with crypto payments

This unique application will help you convert Forex leads to traders in the most effective way. In addition, Client office allows automating all of your onboardings and payments in one place. Go beyond traditional payment gateways. 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.

Automate all of your onboarding and payment processes in one place

We’ve created the Client Office Forex CRM application to automate the most critical business operations. It is a must-have complementary app to every White label solution. Thanks to our app, Brokers’ Clients will be able to open a new demo or live accounts automatically. Most importantly, they can also transfer money between accounts, send deposits or request withdrawals and proceed with KYC onboarding procedure.

client Office app

Use our payment gateway for Credit Cards and many more to offer a seamless deposit experience for your clients. We can easily customize our FX CRM Client Office. For instance, we can add other payment gateways or expand the app with functionalities requested by the customer. All activities performed by FX Brokers’ clients on system administration are logged in the system and additionally, all interested parties will receive additional email notifications about the requested actions.

match2pay
Match2pay Crypto Payment Gateway with Exchanger

Match-Trade’s Client Office application is fully integrated with most popular trading platforms: MT4, MT5, cTrader, xStation and our proprietary platform Match-Trader.  

Some of the key benefits of our Client Office app are:

  • Opening Demo and Live accounts from the website
  • Dashboard with the most important information
  • Integrated with MT4/MT5, xStation and cTrader
  • Various deposit and withdrawal options, e-payments and cryptocurrencies supported
  • Integrated with automatic KYC verification providers
  • Opening new trading accounts from Client Office application
  • Transferring funds between trading accounts
  • Automatically generated registration links for clients and sub-IBs
  • MAM solution integrated with Client Office
  • E-wallet functionality
  • Automatic email notifications about all clients activities
  • Multilevel IB up to 3 levels
  • Dedicated IB portal for all IBs and sub-IBs
  • Multi-language supported – possibility to add your language
  • Flexible options which can be configured according to broker needs
  • Tracking the balances of all client’s accounts
  • View on all open positions, history trades and ledgers on trading accounts

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