Operating a forex broker is challenging. The day-to-day operational tasks need to be handled with speed and accuracy. As a broker, you need especially fast on-boarding to offer clients the best experiences and flexible spreading to be able to react to the market fast enough. Therefore, finding the right forex backoffice is essential.
Experience the strength of our BrokerTools’ forex backoffice – a tailored account management tool built with forex focus. With our solution for customer management, you get a reliable and efficient system to manage your clients’ data, KYC process and trading platform configuration. You also have access to in-depth reporting and business intelligence. This forex backoffice works perfectly with our Trader’s Room and offers you the best combination.
The form can be customized with any field. There are tracking options allowing broker admin to monitor and assist in the sign-up process.
Trader can self-manage his/her KYC documents, sign agreement online. The account opening process is as smooth as possible. Broker admin does not need to take care of all details.
A sales manager or broker admin will receive a notification by email upon a sign-up. Therefore the client can get approved right after the sign-up.
Once trader gets the KYC approved, he/she can self-manage deposit in the Trader’s Room.
Now that the deposit is done. Trader can start trading immediately.
See yourself how some of your everyday routines can be handled by BrokerTools’ forex backoffice.
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