Back Office
“Operating a forex broker is challenging. The day-to-day operational tasks need to be handled with speed and accuracy. As a broker, you need especially fast on-boarding to offer clients the best experiences and flexible spreading to be able to react to the market fast enough. Therefore, finding the right back office is essential.”
Faster client onboarding and personalised service
Experience the strength of our BrokerTools’ Back Office – a tailored account management tool built with forex focus. With our solution for customer management, you get a reliable and efficient system to manage your clients’ data, KYC process and trading platform configuration with access to in-depth reporting and business intelligence. This Back Office works perfectly with our Trader’s Room and offers you the best combination.
Link Tracking
Create tracking links
Digital Agreement
Sign agreement online
Smarter KYC
Smart KYC with lookup tools
Deposits/Withdrawals
Use preferred payment methods
Automatic account creation
Create account automatically after KYC.
Trader fills in a sign-up form
The form can be customized with any field, with tracking options allowing broker admin to monitor and assist in the sign-up process. The flow can be customized for customer segmentation with specific links to enable special groups for traders.
Client redirected to Trader's Room
Trader can self-manage his/her KYC documents, sign agreement online, making it as smooth as possible for the account opening process, instead of broker admin having to take care of all details.
Broker admin handles KYC and approves account
Broker admin or sales manager will receive a notification by email upon a sign-up. Therefore the client can get approved right after the sign-up. Third-party KYC lookup tools can be integrated to automate this process too.
Trader makes deposit to his/her account
Once trader gets the KYC approved, he/she can self-manage deposit in the Trader’s Room. More than 10 major payment providers are integrated, making it easy for brokers to accept payment from various methods, including wire transfer, Visa/Mastercard, and Unionpay.
Client starts trading!
Now that the deposit is done. Trader can start trading immediately.
What else is included in our Back Office module?
See yourself how some of your everyday routines can be handled by BrokerTools’ Back Office.
