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1.  info@openforexbroker.com Home The Company Products Forex Services Contact Us GET A QUOTE Forex Broker CRM Forex CRM OpenForexBroker’s CRM ( Customer Relations Management) is designed exclusively for financial companies that are dedicated to the upscale level of customer experience. OpenForexBroker CRM is on-demand to provide custom Business Management software solutions for startup, midsize, and enterprise businesses. Our CRM can be scoped and built in accordance with the business’s model and be optimized to meet the firm’s existing operational procedures. It can be easily integrated into MetaTrader4 and MetaTrader5 platforms. The interface offers user-friendly features and modern design to its users. At OpenForexBroker, we do not leave any room for unexpected costs and implementation latencies for customization and configuration.  Forex CRM Client Portal Key Features: Privacy - Terms Open and manage several trading accounts PDFmyURL converts web pages and even full websites to PDF easily and quickly.

2. The OpenForexBroker client area is a completely integrated, fully sensitive online solution that integrates with Immediate requests for deposits and withdrawals the OpenForexBroker CRM, your payment systems, and trading network and offers all the required resources for traders. This requires the freedom to open and handle several trading accounts to make immediate Integrated with the web interface withdrawals, demands for withdrawal, and more. An integrated web solution, linking the site to the trader. It Accessible from anywhere, anytime means that the consumers are able to access their accounts at any time and at any location, operating on both platforms. In creating and cementing the trust between you and your clients, a robust, flexible, and easy- Simultaneous synchronization on platforms to-use customer portal is important. Increase the lifespan of customers and give them a pleasurable Customer-friendly and flexible experience from day one. Data is protected securely within the portal OpenForexBroker gathers all the business processes you need together with those needed by regulators and offers a safe portal in a structured format to accept customer requests, routing automatically to the right agency. Forex CRM IB Portal Conceived explicitly within the Forex industry, the IB ( Introducing Broker) Management System of Nullpoint enables you to monitor and automate the whole commission and rebate generation process. In addition, you can now build personalized multi-tier campaigns based on your unique requirements by leveraging state-of-the-art technologies specifically embedded in your trading environment. You can also deliver your own curated premium IB platform to your clients with real-time information on their referred customers and results. PDFmyURL converts web pages and even full websites to PDF easily and quickly.

3. Key Features: Administrative and management tools for IBs and Partners Virtually manageable and unlimited tiers of the affiliation commission generation Custom branded IB portal and campaign creation In-depth insights to track Sub IBs Instant access to banners and tracking links Easy to check referred clients, and their trading activity along with financial reporting Real-time payout notifications and history PDFmyURL converts web pages and even full websites to PDF easily and quickly.

4. Forex CRM Admin Panel Key Features: Like in every other business, it is difficult to run a forex broker. OpenForexBroker CRM admin panel allows Rapid onboarding with the clients brokers to perform day-to-day operating duties with speed and precision. As a broker, to give consumers the Smart KYC process best experiences and versatile delivery, you need particularly rapid onboarding to be able to adapt quickly Best user interface enough to the demand. Hence, it is important to find the optimum forex back office. Extensive customizations & adjustments With OpenForexBroker, experience the power of the forex back office of our broker tools-a tailor-made In-depth analysis and company intelligence account management platform based on forex emphasis. You get a stable and powerful framework to handle Easy integration of the external features the info, KYC process, and trading platform setup of your customers with our solution for customer management. In-depth analysis and company intelligence are also open to you. This back-office solution fits Manage different types of business well with our Trader’s Room and provides the right mix for you. Forex CRM Affiliate System Key Features: Online brokers in Forex and CFD are gradually recognizing the need to work with affiliate partners. Both online Continuous forex leads brokers are in high demand for Forex affiliate partners and as such the brokers also go to great lengths to Strong affiliation connections allow the affiliate to collaborate with them. This is why OpenForexBroker has developed a fully integrated Increase sales and traffic affiliate network solution primarily tailored for the management of its affiliate partners by Forex and CFD brokers. The broker is willing to provide a special affiliate partner website that is completely incorporated into Creates better marketing the affiliate network as a Forex and CFD broker and OpenForexBroker consumer. All the statistical details of Access to different market across his representatives, including impressions, clicks, leads, conversions, and so on, can be viewed by the affiliate. the world The affiliate will now be able to display its money received as a CPA, Pips earned, percentage, P&L, and hybrid valuation on a real-time basis. PDFmyURL converts web pages and even full websites to PDF easily and quickly.

5. Features Dynamic Reporting Integration with MT4 / MT5 and Other Trading Platforms Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards Seamless two way integration with trading platforms, such as MT4 to visualize comparisons, manage risk and compliance, view patterns and MT5, in combination with the "single wallet" concept integrating a and trends in sales, as well as in marketing. Every report you will ever single customer profile with multiple trading platforms and multiple need can be accommodated within your OpenForexBroker Forex trading accounts. OpenForexBroker Forex CRM gives you full access CRM. to trading information such as consolidated customer balances, customer transactions and risk indicators. The system is integrated with other Trading Platforms, such as Trade Socio, Trade Smarter and Brokeree. Lead Management and Automation Customer / Account Management PDFmyURL converts web pages and even full websites to PDF easily and quickly.

6. Increase sales, save time, and grow your business by improving Managing your customers becomes easier and more efficient than prospect and customer experiences through all existing touch points ever before. Keep your customers happy and loyal by maintaining top of your business. Automate Lead Attribution with OpenForexBroker level support throughout your business. Sales Desk App Maintain Compliance Marketing Automation Control information flow and account opening procedures using OpenForexBroker Marketing Automation Auto Responded module is advanced intelligent risk detection filtering tools. Control compliance configurable via a modern, user friendly control panel. Emails/SMS documents uploaded from the Traders Room using Workflow Engine. messages can be sent based on intelligent criteria. You will be able to Provide status reports, improve operations and organise information. set a combination of criteria for following up with your leads and Have it ready when required. customers in a modern, personalized, intelligent, targeted way. Multi-Tier IB System The OpenForexBroker IB System makes the management of IB simple and easy. It is a 3-M system: multi-tier, multi-campaign, multi- schemed. The system is assimilated to your business needs through your CRM, making it an easy-to-manage tool. PDFmyURL converts web pages and even full websites to PDF easily and quickly.

7. Information Security Your customer information is your most valuable asset! You now have the option to keep critical customer data in a secure environment and with a trusted vendor within your premises or on our highest security hosted environment. Dynamic Works is certified with ISO9001 and ISO27001 for Information Security. Auto KYC & AML A single point from which the MetaTrader Server Group Settings are configured The AI-based verification services, allow you to fulfil your Automated KYC and AML compliance obligations. OpenForexBroker is embedded Financial Institutions are now able to configure all their MetaTrader with a rich selection of approved automated Document, Name, ID, Server Group settings – keeping daily operations simple by Address, Date of Birth, Face, and AML verification. Users can be consolidating the important parts of their business into one backend verified within 30-60 seconds. portal, OpenForexBroker. The smooth interaction between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure. PDFmyURL converts web pages and even full websites to PDF easily and quickly.

8. Expandable and scalable CRM through the App Store MiFID II/MiFIR Reporting Dynamic Works has introduced a fully integrated and rich App Store. With the increased obligations of the financial institutions set out by The App Store is powerful yet easy to use, providing the ability to the the Markets in Financial Instruments Directive (MiFID II) along with Broker to change or expand the entire system in no time. Markets in Financial Investments Regulation (MiFIR), OpenForexBroker offers MiFID II/MiFIR Reporting which covers many relevant requirements. Meta Trader Terminal with possibly less than 1ms latency in a SaaS format Automated Sales Pool Channels – Automation and flexibility in client management DGM RemAPP is a solution that delivers the MetaTrader Terminal in a With the Sales Pool Module customers are automatically assigned to SaaS format, with possibly less than 1ms latency; operable on iOS, the various sales pools, streamlining the sales processes within the Android, Linux, MAC and all browsers. Financial institutions can now enterprise. The sales and retention pools are easily configurable. monitor and manage their customers’ DGM RemAPP subscriptions through OpenForexBroker, reducing their administration costs. PDFmyURL converts web pages and even full websites to PDF easily and quickly.

9. Zendesk Tracking Notifications OpenForexBroker is fully integrated with Zendesk, keeping all While the backend user’s eyes are not on the dashboard, push communication with potential and existing customers made through notifications bring backend users to action important client related Zendesk Chat, consolidated into each customer’s record. The pending tasks promptly, trimming down the wait time. brokerage firm can analyse the history of communication with clients from all members of the team, be it by phone, chat, email and ticketing. Campaign Module API Full monitoring of leads, conversions and metrics. Leads and API is made available for “read/write” data to OpenForexBroker. Customers can sign up to Events or Webinars, through forms and APIs. PDFmyURL converts web pages and even full websites to PDF easily and quickly.

10. Get in touch with us! Name * Email Address * Phone * Subject * Message * SEND MESSAGE The Company Products Forex Services Branding and Marketing About Us MT4 White Label Turnkey Forex Company Formation Forex Logo Design Our Blogs MT5 White Label Turnkey Forex License Forex Web Design Portfolio MT4 / MT5 Brokers On Sale Bank Account Opening Landing Page Design Contact Us Forex Broker CRM Payment Gateways / PSP Forex SEO Forex Broker Website Outsourced Support Services Social Media Marketing PDFmyURL converts web pages and even full websites to PDF easily and quickly.

11. MT4 Manager API Mt4 and Mt5 Liquidity Bridge Email Marketing MT5 Manager API Broker Tools Plugins Exchange Solutions Multi-Account Terminal for MT4 and MT5 PAMM / MAM for MT4 and MT5 MT4 Grey Label MT5 Grey Label Turnkey Let's get social Email: info@openforexbroker.com Whatsapp: +44-7452056626 Company : OpenForexBroker is the business name of OFB Trade FinTech Ltd., which is incorporated in UK (England and Wales) with the Registration number 14233903. Underthe company’s name, we offer services such as Forex White Label, Forex Grey Labels, Forex Broker Tools, Forex Offshore Company Formation, Broker Licensing Service, Forex Web Designing, Forex Broker Marketing etc. The registered office address is 27 Old Gloucester Street, London, WC1N 3AX, United Kingdom. Openforexbroker.com is a provider of technology and services. We are neither a forex broker nor a liquidity provider, and we never hold customer funds. CopyRights & TradeMarks : All Intellectual Properties, logos, and business names are Copyrighted or registered® trademarks of their respective owners in conformance with their Company Policies. The brand logos displayed on this website are be the property of their respective owners and not of OpenForexBroker. We donot endorse these companies and by no means have any Contractual relationship with them besides proving them Financial technology. It is against the law for website visitors to copy, link to, post, or upload data to external resources. Additionally, regardless of the manner or format, copying, transmitting, or reproducing a volume of data that includes text, audio tracks, video materials, or other elements is prohibited. KYC & Documentation : Know Your Customer (KYC) documents must be mandatorily provided by the Company’s ultimate beneficiary seeking to sign up for any of our Services. Client Base: India, US, Canada, Germany, UK, France, Italy, Spain, Ukraine, Belgium, Qatar, Saudi Arabia, UAE, Dubai, Oman, Singapore, Nigeria, South Africa, Australia, Vietnam, Japan, Indonesia, China, Iraq, Iran, Jordan, Egypt, Thailand Copyright © 2022 - All rights reserved. Privacy Policy Terms Of Use PDFmyURL converts web pages and even full websites to PDF easily and quickly.