Cutting edge, all-in-one solution for Forex brokers · Cutting edge, all-in-one solution for Forex...

Cutting edge, all-in-one solution for Forex brokers

which includes the entire Back office set-up,

Client’s cabinet and Partnership area.

FX BACK OFFICEwww.fxbackoffice.com

CONTENTS

3. WHO WE ARE AND WHAT WE DO

4. FOREX CRM AND BACK OFFICE

5. COMPLETE MANAGERIAL CONTROL

7. CLIENT’S CABINET

8. PARTNERS AND IBS

9. PAMM – PROFIT ALLOCATION MONEY MANAGEMENT

10. CONTACT INFORMATION


WHO WE ARE AND WHAT WE DO

After years of working for Forex brokers, we came to the conclusion that some

services can, and have to be outsourced to allow the company to focus more on

the business development side of things. With that in mind, determined our team

of experts came together and created FX BACK OFFICE.

We strongly believe that the Client’s cabinet, Back office and Partnership area are

services that should most definitely be delegated. We spent years developing an

exceptionally strong product through our joint experience, trial, and error, and are

more than confident we can satisfy the most demanding client.

With our solution you will not only save your time and money, but will ultimately

grow your business faster - avoiding all the painstaking design, development,

structure, textual, legal, and of course testing involved in doing it yourself.

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FOREX CRM AND BACK OFFICE

Our CRM & Back office system is developed specifically to facilitate your daily routine work with client’s data.

CRM Key features:

Multi Branding – Multiple Brands or Companies can be monitored and managed from one CRM

Tools for Marketing – increase your marketing opportunities and get the best out of your marketing budget in terms of optimization and tracking, with our marketing tools

Convenience – store all your clients’ information and documents in one place. All informa-tion is easily accessible and can be edited at any time

Client related matters – manage, approve/decline veri�cation of a client, document expi-ration control function, and KYC questionnaire

Instant Client message delivery – internal message system will allow you to send any kind of message to your client(s)

Trading – open and manage trading accounts, and register a new client pro�le

Collaboration – task system for the company’s internal cooperation between departments

Internal noti�cations – instant noti�cations about di�erent actions to improve the com-pany’s respond speed and support quality

Complete overview and control – easy mechanism to di�erentiate the access rights for di�erent departments or individuals. All actions are logged for your convenience to track any change

Automated emails – save time by setting up over 40 pre-set automatic emails con�rming your clients actions within the Cabinet

Ease of Translation – simple and instant website and Cabinet translation system

Full customization – express your wants and needs and we will create it for you

Dashboard – see all client requests and don’t miss anything

MiFID II compliance reporting system and client’s pro�le

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COMPLETE MANAGERIAL CONTROL

DEALING WITH FINANCES

Wallets approving function to prevent accepting third party money transfers

CRM connected to over 18 of the most popular PSPs. Additional PSP can be connected upon request and added promptly

Money Deposit & withdrawal

Bonus Deposit & withdrawal

Internal money transfers between client accounts

REPORTS

Financial report which will show you the true status of your clients’ assets and your P/L for

any selected period

Di�erent reports to help you to collect

the data for CySEC reports

Scalpers report to identify scalpers

and price arbitrager cheaters

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Customize reports or create any

report you want by choosing the

relevant data

Pro�le registration report

Partners report

Additional reports can be added

or developed on demand


IB MANAGMENT

Multi-level IB scheme (up to 6 levels or more on demand)

A variety of di�erent IB schemes available from point per lot to CPA.Custom IB schemes can

be developed upon request

Money transfers from a speci�c IB to any client in the system

IB performance information and commission paid to date

Banners and promotional materials uploading feature, a�liate link creation

CRM role for IBs under which they could manage their own referrals

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MARKETING

Create di�erent marketing campaigns inside our CRM

Monitor and control the success of your campaigns

Close/Edit existing campaigns

Find out where your clients are coming from using the 'Marketing Campaign Statistics' tool

Good marketing is the cornerstone of every successful �nancial company. With our market-

ing tools you will be able to see exactly how on-point your Marketing department is in

terms of the development and expansion of your clientele. By checking your marketing

performance within our CRM, you can instantly correct or adjust your existing marketing

campaigns and decrease your cost of conversion.

CLIENT’S CABINET

Easy to use solution for your clients to manage their accounts, deposit & withdraw money and much more.

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Opening Live & Demo trading accounts

Changing the account leverage

Request a swap-free account

Changes/updates of personal and contact information

Send Deposits / Withdrawal requests

Internal money transfers between own accounts

Checking the status of pending transfers and requests

Upload the documents for KYC and check the status of

their approval

Fill in the KYC questionnaire with the automatic scoring

system

Instant access to live chat

Available in multiple languages


PARTNERS AND IBS

The Partnership area is integrated into the Client’s cabinet which makes it easier for the partners to manage their referrals and own trading accounts.

Multi-level IB commission scheme

Access to a list of existing referrals

Current partnership agreement info

Partners URL creation

Managing existing URLs

Access to Banners and other Promo materials provided by the company

Referrals statistics

Commission statistics

IB access to the back o�ce

Access to the trading account history including open trades

Possibility to verify or approve some of the client’s informa-tion or documents

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PAMM – PROFIT ALLOCATION MONEY MANAGEMENT

Let your managers focus on their trading performance with our PAMM system and

leave us all the routine work of optizing, providing and maintaining the

infrastructure. Each manager can have a separate portfolio account for a different

strategy with no limitations on the amount of managed accounts, and access to

the internal account information containing the number of investors and their

deposits or withdrawals.

Your clients can invest in multiple PAMM managers with one click, and have direct

access to the PAMM managers from the Client’s cabinet or your website. Our easy

withdrawal mechanism will give investors more confidence and security. Our

comprehensive PAMM statistics will let investors make an educated investment

decision that will satisfy their risk appetite criteria.

CONTACT INFORMATION

With our solution you will not only save your time and money, but will ulti-

mately grow your business faster - avoiding all the painstaking design,

development, structure, textual, legal, and of course testing involved in

doing it yourself.

CHOOSE FX BACK OFFICE TODAY, FOR A FASTER,

MORE SUCCESSFUL TOMORROW

Phone: + 357 25 10 34 19

Mobile: + 357 955 90 559

E-mail: [email protected]

Website: www.fxbackoffice.com

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Cutting edge, all-in-one solution for Forex brokers · Cutting edge, all-in-one solution for Forex...

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