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 manage 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.

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.

Automate management to grow your business

Meta Trade’s Client Office Forex CRM will help you optimize the entire sales and onboarding process. You will be able to track the flow of your leads and turn more leads into active investors.

Allow your clients to manage their accounts with a dedicated app

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.

Built-in payment solution to guarantee hassle-free money transfers

Integrated Crypto Payment Gateway allows collecting and exchanging cryptocurrencies in a fully automatic way and depositing it straight to the trading account. It is a fast cost-effective and eliminates the risk of chargebacks.

Build a network of Partners to expand your business

Harness the power of your partners and representatives with Multi-Account Management solutions and expand your reach by building a network of Introducing Brokers.

Dedicated IB office

Allow traders to earn commission by becoming Introducing Brokers and expand your network of partners to increase traffic on your platform and grow your business.

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.

Easy access with single-sign-on

Simplify the customer path to retain more clients. While using the Meta Trade platform, your customers will only sign up once without having to switch between apps while trading.

Seamless integration with most popular trading platforms

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

Business Intelligence module – Broker’s Analytics

Track your KPIs

Take advantage of the automatic analysis of your customers and partners’ activities to better track the key performance

indicators (KPIs) of your brokerage business. Control the number of clients, number of active accounts and net deposit value.

Analyse your cash flow

You can also check the statistics of net payout value, the number of IBs, profit per day and most profitable clients. The Business Intelligence feature enables Broker to comprehensively analyse its cash flows, including commissions paid to Introducing Brokers.

Rank your traders

There are also available different trader rankings related to their trading and deposit activities. Moreover, the Broker can analyse the data by comparing the business trends in the selected date range with a summary of all historical data of the Broker.

Key benefits for Brokers:

  • Automatically generated registration links for clients and sub-IBs
  • Integrated PAMM/MAM solution
  • 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 each trading account
  • Automatic analysis of KPIs – Business Intelligence module

Key benefits for Traders:

  • Opening Demo and Live accounts from the website
  • Transferring funds between trading accounts
  • One-click deposit & withdrawals available from the app
  • Various deposit and withdrawal options, e-payments and cryptocurrencies supported
  • Instant crypto to FIAT deposits
  • Multi-language supported – possibility to add your language
  • Convenient mobile access via the Broker’s icon
  • Instant messages to contact Broker’s support team
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