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Home » Products » Client Office app with Forex CRM

Client Office app
with Forex CRM

Our Client Office application (also known as Traders’ Room) is expanded with a CRM feature to help brokers manage all of their clients’ and IBs’ activities in one place. This Forex CRM app allows reducing operating costs by automating the most important business operations

Key Features

Effective brokerage management

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Automate conversions

Our Client Office with a CRM provides a full range of management functionalities for Brokers and will help you optimize the entire sales and onboarding process

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Multilevel IB system

Increase the turnover of your brokerage and generate more income by allowing traders to become Introducing Brokers and earn commissions from sub-IBs

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Single Sign on

When using our award-winning Match-Trader platform, Traders can only sign up once without having to switch between apps while trading

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Business Intelligence

The Business Intelligence feature enables Broker to comprehensively analyse its cashflows, including commissions paid to Introducing Brokers

Key benefits for Brokers:

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Key benefits for Brokers:

  • Automatically generated registration links for clients and sub-IBs
  • Integrated PAMM/MAM solution
  • Automatic email notifications about all clients’ activities
  • Multi-level IB up to 50 levels with a dedicated IB portal 
  • Tracking the balances of all client’s accounts
  • View on all open positions, history trades and ledgers
  • Automatic analysis of KPIs – Business Intelligence module
  • Cashback system for clients for the turnover they have generated
  • A deposit bonus system in two models: fixed and percentage
  • Specialised sales dashboard to check your team performance

Key benefits for Traders:

  • Opening Demo and Live accounts from the website
  • Transferring funds between trading accounts
  • Automatic email notifications about all clients’ activities
  • One-click deposits & withdrawals available from the app
  • Instant FIAT deposits conversion 
  • Multi-language support– possibility to add your language
  • Convenient mobile access via the Broker’s icon
  • Instant messages to contact Broker’s support team
  • Social Trading app that can be used directly from the Client Office
  • Auto IB functionality and access to an IB Room view
  • Dedicated button for an easy application to become Money Manager
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Forex CRM tailored for your needs

Automate management to grow your business

Match-Trade’s Client Office Forex CRM will help you optimize the entire sales and onboarding process. You will be able to track the flow of your leads and turn more leads into active investors

Allow your clients to manage their accounts with a dedicated app

Let your clients open a new demo or live accounts automatically, they only have to set their email and password to enter the platform. Most importantly, they can also transfer funds between accounts, send deposits or request withdrawals

Built-in payment solution to guarantee hassle-free money transfers

Integrated Match2Pay Payment Processor allows collecting and exchanging cryptocurrencies in a fully automatic way and depositing it to the trading account. It is fast, cost-effective, and eliminates the risk of chargeback or blockade of funds

Build a network of Partners to expand your business

Harness the power of your partners and representatives with Multi-Account Management solutions and expand your reach by building a network of Introducing Brokers. Make it easy for your partners to bring traders to your brokerage business

Provide effective payments solution

By dint of the integration of Client Office with the payment processor Match2Pay, you can settle all of your clients’ payments in Crypto while offering your customers trading in FIAT currencies. It’s faster, cheaper and requires fewer formalities

Flexible Role Management

Expand your team with the necessary roles for efficient brokerage management. In our Forex CRM, the admin can create various user roles, adjusted to Broker’s needs. Some of them include accountants, sales managers, IB managers and many more

Multi-level IB System with a dedicated IB office app

Increase your turnover and generate more income by allowing traders to become Introducing Brokers and earn commissions from sub-IBs. Expand your network with IBs & partners to boost traffic and increase your platform’s visibility

Different payment options and PSPs available

Our Client Office is integrated with major payment service providers. Integration with PRAXIS Cashier, a PSP aggregator, provides access to 300 different PSPs and over 1000 payment methods. This allows depositing funds directly from the Trader’s app

Keep up with all your client’s activities

Stay informed of payment and withdrawal requests with our Client Office. You (or your team members) will never miss your client’s requests. The Client Office will send e-mail notifications whenever an action requires your attention

Seamless integration with the most popular trading platforms

Match-Trade’s Client Office application is fully integrated with the most popular trading platforms: MT4, MT5, and our proprietary platform, Match-Trader. We can integrate it with other platforms such as cTrader or xStation on request

Easy access with single-sign-on

Simplify the customer path to retain more clients. While using the Match-Trader platform, your customers will only sign up once without having to switch between apps while trading

Broker Analytics module in our Forex CRM 

Track the KPIs effortlessly with our CRM’s dedicated tool. Monitor the number of clients, active accounts, IBs, the net value of deposits, withdrawals, profit per day, and most profitable clients to optimize your brokerage’s performance

PAMM / MAM solution
for Forex Brokers

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PAMM / MAM are managed account services, the most popular system to automate trading. PAMM (Percentage Allocation Money Management) means that the allocation of transaction volumes between all the investors is proportional and usually based on the investor’s balance or equity. MAM (Multi-Account Management) is a derivative of the PAMM system but the allocation of trades between master and investors’ accounts doesn’t have to be proportional. Our automated trading system is s adapted to different trading platforms like MT4, MT5 and Match-Trader to boost your brokerage business. Allow your traders to:

  • verify the historical performance of money managers (or signal providers)
  • check and compare different masters’ ROI indicators
  • attach to and detach from the master’s account
  • track and control their own trading account profitability
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Client Office with CRM

Download our Client Office with CRM brochure presenting the ultimate solution to manage your brokerage business. Contact us to get more details!

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Know-how

Frequently asked questions

Does Match-Trade’s CRM enable deposit bonuses and cashback?

Our CRM system allows you to set up a bonus and cashback system based on client turnover. When clients make deposits, they can receive credits to their trading accounts, helping to encourage them to invest and making your brokerage more attractive

Does Match-Trade’s CRM functionality include an IB system?

Our solution offers a dedicated app for IB and sub-IBs to improve monitoring of the partner network, analyze performance, and calculate and pay commissions earned

Is Match-Trade’s CRM integrated with the Match2Pay payment gateway?

Match-Trade’s Client Office is seamlessly integrated with Match2Pay Payment Gateway to provide effective payments for investors worldwide. It helps to automate transferring funds so Brokers can offer instant deposits to all of their clients

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    Match-Trade Technologies is a global company with offices all around the world

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