Forex Yellow Pages

FX Back Office

FX Back Office

All-in-one solution for Forex brokers which includes the entire Back office setup, Client’s cabinet, and Partnership area.

FOREX CRM & BACK OFFICE

  • Professional solution to manage clients profiles
  • Comprehensive reporting system
  • Wide range of tools and controlling mechanisms for Marketing and Sales departments
  • API connection to PSPs
  • KYC and sophisticated system ensuring the documents are up to date
  • CRM access for IBs (limited as per your request)
  • Simple and instant translation system
  • Customized upgrades on demand
  • Fully EMIR and CySEC compliant

CLIENT’S CABINET

  • Fully branded user-friendly interface
  • Live/Demo account opening function
  • Deposits/withdrawals / transferring between own accounts
  • Easy access from all mobile devices
  • Internal messages with notifications
  • Fully CySEC compliant background check questionnaire
  • Simple section for uploading documents for KYC
  • Access to the Partnership area from the same place
  • Integrated live chat

PARTNER’S CABINET

  • Supports Multi-level partnership program
  • Referral list including search function
  • Full Link Statistics
  • Promotional materials
  • Local > function for IBs
  • Creation of Partnership links option

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FX Back Office


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