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.
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.
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.
Harness the power of your partners and representatives with Multi-Account Management solutions and expand your reach by building a network of Introducing Brokers.
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.
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.
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.
Meta Trade’s Client Office application is fully integrated with most popular trading platforms: MT4, MT5, cTrader, xStation and our proprietary platform Meta Trade.
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.
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.
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.
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