No need to access a separate system, and worry about data synchronisation/loss – the Forex Kit CRM has it all under one roof.

Clients, IBs and Affiliates all start their journey in the same way, by registering a client account first. Because of this, a trader can easily be upgraded into a partner and you may cross-sell a partner to become a trader (and invest his commission into a trading account).

One of the most important and busy functions, the Forex Kit CRM Solution makes the life our the Compliance officer a breeze!

Simple notifications of changes and a clean, easy interface to view documents and set statuses accordingly.

Configure the CRM to your specific regulatory frameworks.

Easy for clients to upload documents in a drag-and-drop environment for approval.

Back office users can quickly and easily review uploaded client documents as part of a gallery, with notifications when new documents are uploaded.

Direct integration with MetaQuotes MT5 and MT4 Manager to view immediate results

Apply spread markup or commission to the accounts of your Clients

Send messages via email and internally as a push notification directly into the client portal – messages such as upcoming important economic events, new high/low for a financial instrument, or simply an automated message like a birthday greeting.

Push notification is also used for sending notes to colleagues inside the Back office function of the CRM.

Use our wizard to define rule-based Lead allocation, such as by language or country, “round-robin” or by another method.

Assigned leads are then only view-able to the Sales Manager and the assigned agent.

Configure your CRM to handle different corporate structures, with different legal entities and/or brands.

Access points may be controlled, and each client in your system is flagged according to the entity and/or brand used to on-board him.

Integration with third party verification tools, such as World-Check

Simple risk management buttons to adjust client’ statuses, to approve, reject or decline applicants based on their World-Check report, uploaded documents or trading patterns.

Complicated menus, and hard to understand logic flows are a thing of the past with the CRM solution from Forex Kit

We have worked hard to develop a GUI and UX in which even non-technical types thrive, easily finding the information they were seeking, and taking necessary actions.

Choose from system tags and custom tags to categorise clients as “high net worth” individuals, those in need of a “call back tomorrow” or simply as “hot leads”.

Tags are searchable and can be changed at any time.

Create trading accounts – live and demo – in a straightforward logical approach, integrated with trading platforms such as MetaTrader 4 (MT4)

The client wallet system makes moving monies in and out of trading accounts quick a simple

Create trading accounts – live and demo – in a straightforward logical approach, integrated with trading platforms such as MetaTrader 4 (MT4)

The client wallet system makes moving monies in and out of trading accounts quick a simple

There are many different departments within a brokerage, and in the same way, different roles within departments.

It’s no different within the Forex Kit CRM solution: a user is assigned a granular level user-role, which controls the data they can see and edit – from the Compliance Officer to Marketing Manager, customer support through to CEO, all users are catered for.

Cannot meet your clients face-to-face? This poses a problem for KYC checks. As ever, Forex Kit has the answer; video based compliance for a face-to-face meeting using a streaming video or saved video file, accessed via the Documents module.

Remain compliant with KYC regulations at all times with this handy feature.

Recreate real-life digitally! Created immediately upon registration, your Clients move their monies from banks, card providers and other e-wallets into their account wallet. From here monies are moved by internal transfer to the investment trading accounts they own

Pay your partners directly into their Wallet. The commission they earn remains in the wallet until a withdrawal request is approved. Imagine if your Partners were also traders…

A responsive and adaptive display – may be viewed on mobile devices!