Information Technology - Outsourcing

Start using a Forex CRM which has everything your brokerage
needs at an affordable price,with no client or volume limitations.

The first 100% functional FX Back Office on the market
proven to better the day today running of your business. Our Forex CRM consists
of a Client area,Partnership area and Back office.

In the Client's area your customers can register and verify
their profile with ease,submit and accept important documents, open multiple
trading accounts and perform deposit and withdrawal requests. With our fully
automated email system your clients will be able to navigate through registration
quickly and simply with detailed instructions of how to perform certain actions,
so your sales team are able to focus more on money making activities.

Our Partnership area is designed for your partners and
affiliates to easily attract clients. Your marketing team can add banners and
promotional materials inside the partnership area, while your partners can create
links and check statistics at the click of a button. With an existing infinite
multilevel IB system and ready-made partnership programs available, the transition
from either your current provider or your decision to outsource your in-house
workload has never been easier.

Internal daily operations within our Forex back office
system are mostly automated or semi-automated saving you time, and effectively,
money. Store important documents, all client details and KYC information, produce
multiple reports and easily approve deposits, withdrawals and other client requests.

Highly functional, time and money saving, efficient and
easy to use, FX Back Office'sForex CRM is the best choice for your business.

A deeper dive into fxbackoffice.com

Common questions asked about fxbackoffice.com

1. What is the Ultimate Forex CRM & Back office offered by fxbackoffice.com?

The Ultimate Forex CRM & Back office provided by fxbackoffice.com is a comprehensive solution designed to streamline and automate various tasks related to client management and back-office operations in the forex industry. It allows businesses to attract clients while the platform takes care of the rest, saving time and effort. The CRM component helps manage client relationships, while the back-office functionality handles administrative tasks such as account management, reporting, and compliance.

2. How can fxbackoffice.com's RegTech solutions save time?

fxbackoffice.com offers RegTech solutions that help businesses in the forex industry save significant amounts of time on compliance preparation. These solutions automate regulatory processes, such as Know Your Customer (KYC) procedures, by integrating with various data sources and performing necessary checks and verifications. By automating these tasks, businesses can reduce manual effort, eliminate errors, and ensure compliance with regulatory requirements, ultimately saving time and resources.

3. What is the Client's Cabinet feature provided by fxbackoffice.com?

The Client's Cabinet feature offered by fxbackoffice.com is a secure online portal that allows clients to access and manage their forex trading accounts. It provides clients with a user-friendly interface to view account balances, transaction history, open positions, and other relevant information. Clients can also perform actions such as depositing funds, withdrawing funds, and updating personal details through the Client's Cabinet, enhancing their overall trading experience.

4. How does fxbackoffice.com support IB & Affiliate programs?

fxbackoffice.com provides a dedicated IB & Affiliate Area to support businesses in managing their Introducing Broker (IB) and Affiliate programs. This feature allows businesses to track and manage referrals, commissions, and performance of their IBs and affiliates. It provides comprehensive reporting and analytics to help businesses optimize their marketing efforts, attract more clients, and incentivize their partners effectively.

5. What integrations are available with fxbackoffice.com?

fxbackoffice.com offers integrations with various payment providers, trading platforms, Voice over Internet Protocol (VOIP) systems, and KYC solutions. These integrations enable businesses to seamlessly connect their existing systems and tools with the fxbackoffice.com platform, ensuring smooth data flow and efficient operations. By integrating with payment providers, businesses can facilitate secure and convenient transactions, while platform and VOIP integrations enhance communication and collaboration within the organization.

Some reasons to choose fxbackoffice.com

The Ultimate Forex CRM & Back office

With this company's solution, your only job is to attract clients - they'll take care of the rest. They provide a comprehensive CRM and back office system that streamlines your operations and allows you to focus on growing your business.

RegTech

The company offers RegTech solutions that can save you significant amounts of time on compliance preparation. Their technology automates regulatory processes, ensuring that you stay compliant with the latest regulations without the need for manual work.

Payment providers integration

They have seamless integration with various payment providers, making it easy for you to accept payments from your clients. This eliminates the need for manual processing and reduces the risk of errors or delays in payment transactions.

VOIP integration

Their platform integrates with VOIP systems, allowing you to easily communicate with your clients through voice calls. This feature enhances your customer service capabilities and enables efficient communication with your clients.

KYC automation

The company's KYC (Know Your Customer) automation feature simplifies the onboarding process for new clients. It automates the collection and verification of customer information, reducing the time and effort required for KYC compliance.