CRM Features

Multibranding

Truly multibranded tree structure platform. Create and manage all your brands from the same control panel. Multiple brand deployment has never been faster and easier! Fully customize the settings of each brand from our easy to use settings section. From risk management to cosmetic changes everything can be tailor made to your individual brands!

Dashboard

View advanced analytics and get a snapshot of all your brands from one dashboard. From sales performance to payments all you need to get a clear view is a single glance at our easy to understand widgets

Customers

View all users of the platform from our tables packed with client information and adjust their settings directly from the tables. Want a more detailed view of a specific user? Our dedicated customer details pages show you everything in detail, from client transactions to KYC documents

Multilingual

Available in 16 languages our CRM is one of the most friendly and easy to understand. Let your sales force enjoy the power of our platform in their native language for reduced 'lost in translation' issues

Payments

Monitor client transactions from our dedicated banking tab, providing all necessary information – from account details to the method of client payments. The report is fully customizable making it one of the friendliest reports for the user.

Settings

The Settings module allows the user to amend the all the specifics of each of the products, all of the liquidity providers, define different type of accounts, adjust the market hours and email templates. An extremely powerful and yet easy to use tool that allows you to control everything your clients see and experience on the Exchanger.

Communication

Communicate directly with online clients through our integrated live chat interface and provide live support or set up and send mass emails to your client groups through our advanced email templates section with HTML support

Exchanger™ CRM

All you will need to manage all of the platforms parameters in one place!

Run your Back Office with powerful, versatile and user-friendly tools.

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Trading Platform

Let your clients enjoy our lightning fast fully customizable WebTrader built upon the needs of a sophisticated trader. No downloads needed. Compatible with all operating systems and browsers.

Risk

Monitor client positions in real time and use advanced analytics to view a snapshot of your exposure

Mobile Apps

Let your clients experience the power of our Exchanger platform on the go with our custom-built native apps available for Android and iOS devices. Developed from the ground up for user friendliness and seamless navigation from one section to the next.

Social & MAM

Boost your volumes and customer engagement with our social trading and MAM offering. Just add your Leader traders or Managers and let your clients choose

Bridge

Flexible Order Execution Management System (OEMS) with many dialects, that is already “speaking” to most of the leading Liquidity Providers, Banks, Exchanges and ECNs.

Reporting

View a snapshot of the from our Dashboard which includes advanced charting and analytics or view detailed reports from our 16 ready-made reports

Integrations

Enjoy fast deployment times with our multitude of integrations including:

  • 25+ PSP's
  • 20+ LP's
  • Voip
  • Affiliates

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