Forex CRM

Meta FX Solutions’ CRM software includes operations, sales, and marketing that are branded specifically for you and your clients. It is designed for Forex brokers who want to provide excellent customer service.
The Forex CRM of Meta FX Solutions can be customized to derive business models and optimized to match existing processes. Your clients can use our trader’s room Forex CRM software to register for a demo or live account, deposit money, transfer funds between accounts, ask for support, upload files, and more.
What we offer

WHAT OUR FOREX CRM PLATFORM OFFERS

A well-functioning CRM is essential for any retail brokerage. Our Forex CRM was designed to make it simple to communicate with your Forex traders. Our Forex CRM platform comprises three parts designed for the benefit of forex brokers everywhere.

THE TRADER’S ROOM

The Trader’s Room is a web-based portal created for you but with your traders in mind. Underneath the secure login, you and your users will have access to thousands of functions, including the ability to register new accounts, make electronic deposits, manage system languages, and engage in live chat. The system has so many functions that experiencing it is the best way to describe it.
All of your customers can manage and monitor their accounts, check their balances, deposit money, change passwords and personal information, request withdrawals, and take advantage of other useful features.

THE CRM SYSTEM

The Trader’s Room features a CRM that enables brokers to send leads to sales and service agents who can handle them. Following registration, IBs, traders, and other kinds of users engage with forex brokers, who handle requests for withdrawals and technical challenges. Our specially made logic keeps a record of all lead or account history from within the Trader’s Room and informs brokers if any action on a specific task is required.

The IB portal

The IB portal was designed specifically for IBs to make fees on bringing traders to the broker company. An IB can control its customers and manages their requests. Rebate calculations are performed by the platform and reports show deposits, net deposits, withdrawals, revenues, IB revenue share. IBs can review their own balance, monitor the activity of customers, request withdrawals, and add other IBs into their multi-level hierarchy.

STRATEGY TESTER

Before trading on a regular account, the strategy tester allows each user to assess the effectiveness of trading robots. It carries out virtual processes by utilizing algorithms and historical prices of trading instruments.

KEEP CONTROL OF YOUR BROKERAGE

Our Mt4/Mt5 platform gives white label managers complete control over their brokerage firms. You can designate role-based managers to this platform and regulate trade conditions with our solution.

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HOW IT WORKS

Our CRM platform is part of our Trader’s Room. The following is how each works to the benefit of forex brokers that partner with Meta FX Solutions.

HOW THE TRADER’S ROOM WORKS

The Traders Room is exclusively for traders. It is an internet-based interconnected portal that is easily available for login and has hundreds of functions, from opening an account to depositing in digital form. It allows you to handle multiple systems and source code and customer service enabled live chat. It provides a variety of functions that assist you in defining and interpreting the sophistication and class we provide in our work.

HOW THE CRM WORKS

Meta FX Solutions assists you in providing various trading solutions to clients by capitalizing on the behavior in the market and providing the real value and expertise expected from a superior Forex CRM. It demonstrates its commitment to the growth of both traders and forex brokers by utilizing a global workforce of currency and experts.

Launch Your Forex Brokerage Using Meta FX Solutions’ MT4/MT5 CRM Integration For Effective Customer Relationship Management.