TRADER’S ROOM

Client Area

Keeping in mind the specific requirements of forex traders, we have developed a web based Trader’s Room. Under the secure login, your traders can create multiple trading accounts, view their transaction history, get notifications for every important activity done, make secure deposits, request withdrawals and many more.

Your Trader’s Room

Lead Creation

  • The Traders Room is homogeneously integrated with CRM or with the trading platform incase you are using the trading platform without any CRM. All you need to do is to define your business processes. If you want the system to create leads thru quick registration, We can do that.
  • If you wish to create leads for those initiating a contact request We can do it.

Account Registration

  • Based on your process and compliance requirements we can provide quick, simple or detailed registrations to your clients.
  • Avoid any duplicate user Registrations or block registrations from some countries.
  • It is important to inform your clients with proper email notifications wrt. their registration details.

Collaborative Compliance

  • Once signed up, your clients can manage their personal details with ease. Besides personal details your clients can change or restore their website password.
  • Customers can upload the personal information and documents required for compliance purposes before they can start trading.

Trading History

  • Get a glance to your trading account/s at a glance. If you allow your traders to open multiple accounts in different currencies, this feature becomes even more meaningful to your valued customers.
  • This can enable your clients to decide on transferring funds from one trading account to another.

Electronic Deposits & Withdrawals

  • Providing our customers the opportunity to choose and integrate alternative payment systems that suits their personal needs so that their customers have the ability to complete their transactions online in a secure and seamless manner.
  • Forex CRM Trader’s room also facilitates the traders to make a withdrawal request on a click. It also notifies all stake holders having received this request to take appropriate action.

Withdrawal Requests

  • Facilitates your customers to make a withdrawal request. Request notification is sent to stakeholders.
  • Monetary transactions are updated as soon as the withdrawal request is approved and processed
  • Once signed up, traders, IBs, and other types of users interact with brokerage agents: attending to withdrawal requests and technical issues.

Trading Platform Autologin

  • Seamless two way integration with various trading platforms such as MT4, Sirix Platform, Activ8 Platform, cTarder integrated with multiple trading accounts.
  • This saves the traders from remembering different login details for website and the trading platform even when they have multiple trading accounts.

Manage funds

  • Trader’s Room includes a CRM (Customer Relationship Management System)
  • Once signed up, traders, IBs, and other types of users interact with brokerage agents: attending to withdrawal requests and technical issues.
  • That allows forex brokers to receive leads to sales and support agents to attend to their needs.

Integrated with CRM

  • Seemless integration with Forex CRM. Set all your business rules on the CRM and let trader’s room execute them for you.
  • Together they provide all the necessary tools and services to get you online providing you with a margin against your competition instantly.

Manage Partners

  • Are you interested in getting client referrals or you are looking for IB, Affiliates to increase your sales? The system facilitates you to create and maintain partners. It makes a provision for capturing leads/ accounts created by specific Affiliates.
  • We provide API for the affiliates to post their leads.

Graphs, Calculator & lot more

  • Enrich the experience of your traders with provision to set Leverage, get open/closed positions, Account balance, trading Calculator, graphs on ROI, frequently traded pairs, profitable pairs and much more.
  • Allow your traders to refer their friends and tie up with prospective IBS, affiliates etc.

Security & Support

  • The most important feature of any service is the Safety of client data & the support provided. Being in this business since 2009, we understand the need of dedicated technical and Network team. We provide protection against network attacks, data encryption & daily backups. Our highly skilled, professional & committed team will help resolve your issues quickly and to your satisfaction.
  • We are pure technology providers to Forex borkers and are in no way associated with forex trading.