Digital Banking Software Solutions

A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. A Forex CRM is therefore a main consideration for a professionally run business, enabling you to efficiently handle all your clients needs and one which will ultimately help you get the edge over your competitors. We can support any custom single-level or multi-level providers with automatic or manual management. In Conclusion to the above; Launch FXM being the top technology provider believes in offering the best tools and platforms for the brokerage firms. Moreover our forex back office software helps in increasing the efficiency and productivity of your brokerage business. In addition to viewing general information for clients, you also need to be able to view and manage the balances in their accounts.

All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates. B2Core updates are first deployed to the staging environment for client testing and proceed to production deployment only after approval. This is done to minimize the risk of bugs on production and is a scheme that will make your product the most stable on the market.

By Oomsys Technology

The company’s one-of-a-kind CRM and the back-office system can interact with a broad variety of applications, including industry-leading FX platforms, world-class VoIP services, KYC verification systems, and others. Back office software for forex brokers should have simple reporting tools so that you can access data about the actions of clients, partners, and other administrators. The software should let you generate reports around trading activity, earnings and losses, deposit amounts, and CDF dividends. Those reports can help you determine how to best market to and re-engage existing clients. The software should also record all the activities of partners and other administrative users so that you can track their work.

There are many CRMs on the market but when running a Forex business, it is important to choose one that is able to specifically handle this kind of work. For this reason, a Forеx broker business model is a very popular route, and with the advantage of being easy to setup, is the number one choice among our clients looking to start a successful revenue-generating business. Whether you’re an existing or aspiring forex broker who’d like to offer the MT4 trading platform, we offer is a 360 degree front end and back office solutions. Firstly, through our forex back office software you can easily manage and handle all your brokerage operations.

Business Identifier Code (BIC) Directory

Over 127 countries and 75+ currencies are available for exchange and international payments within our platform for retail and business transactions. Complete Lyfe-Cycle of collateral management agreements for clients, counterparties and exchanges. Resilience, security and responsiveness are your core operational requirements. Swift is working closely with its global community on the ISO migration for cross-border payments, with all necessary capabilities already in place for institutions to exchange rich data messages on an opt-in basis. Find out how we are responding to the needs of our community in the latest update on start of the migration. Our collaborative solutions meet the challenges of financial crime compliance, and help to reduce cost, complexity and risk.

Allows access to trading in common shares, corporate bonds, CEDEARs (Certificados de depósito Argentinos), options, bonds, securities and financial trust placements. Learn how we can help clients automate and streamline operational processes and adapt more quickly and successfully to change. StoneX Commodity Solutions has extensive origination, merchandising, logistics, financing and operations experience providing seamless execution of physical transactions in soft and agricultural commodities.

• Cymonz instated their remittance platfrom that enabled the delivery of this solution.
• Flexible cross border currency exchange software solutions for feature-rich operation in the international payments industry.
• Foreign Exchange StoneX offers a broad array of professional services and access to the global foreign exchange markets for commercial and institutional clients.
• Our mission is to deliver a complete package including the best possible liquidity services through our extensive selection of Tier 1 banks, ECNs and non-bank liquidity pools.
• The modular architecture and fully fledged banking core allow building financial products such as neobanks, wallets, payments, wealth management and more.
• Tipalti remits supplier payments on your behalf in 6 different payment methods (US ACH, international ACH / eCheck, wire transfers, PayPal, prepaid debit card, paper check) and in 120+ currencies to over 196 countries.

Aggregation functionality can collate price information from multiple sources, both internal and external, to produce bespoke feeds for both continuous streaming and RFS delivery. KX Flow is built on a multi-tenanted infrastructure, enabling quick connectivity to liquidity from multiple Banks, Brokers and ECNs – end-to-end configuration within 1 day. Functionality covers the full trading lifecycle from venue/LP integration, aggregation, book construction, core price creation, skew and mark-up, to distribution via Single/Multi Dealer Platforms and APIs. Define the regions and countries where you require this solution to be used. Note this filter has a binary weighting, only solutions that match this criteria will show.

Although KYC requirements may be the most common regulatory rule, there are many others that your firm must fulfill if you are licensed with a regulatory authority like FCA, ESMA, and CySEC. Forex back office software is an excellent solution to the challenges or regulatory requirements. The reports and records the software can produce make it much easier to show regulators how your firm operates and to obtain the data you’ll need for licensing. FX Meta Tech excels in providing technology solutions for Forex brokerage through its professional & top-notch service.

FLX Networks partners with Broadridge Data and Analytics

We offer a comprehensive array of products and service aimed at the needs of corporations, commercial hedgers and cooperatives that deal with commodity risk. Private banks have been rolling out the red carpet for the rich since the 19th century, offering their clients access to everything from… Efficient operational and commercial process for any kind of Mutual and Pension Fund managing a whole variety of complex characteristics and structures, naturally integrated with other solutions from the Lumina Suite. Custody Account treasury for cash and assets integrated with Lumina F2B platform and other external sources for a complete monitoring of balances and movements.

It should also include partner tools so that IBs can help their own clients. Allowing partners to directly access your software will make it easier for them to do their jobs, and using the software to ensure they’re paid the correct amount will help you retain good IBs. OTC Products Trading OTC products enables customers to construct hedges that can meet their unique needs more closely than hedges based on exchange-traded products alone. We deliver a unique combination of prime brokerage services – both self-clearing and introduced – over a high-tech, highly integrated and cost-effective platform. We provide liquidity in global equities to clients via two offerings that suit the way you want to trade. Lumina Americas’ platform comprehends a suite of adaptable and scalable financial software solutions tailored to current dynamic market needs.

Clients are empowered to respond rapidly to market opportunities and run exotic books. Our awards highlight a strong level of customer satisfaction and acknowledge our market expertise. A feature-rich matching engine developed https://xcritical.com/ by B2Broker for high-loaded exchanges with a large number of clients. We have a team of 30+ dedicated developers that are working on B2Core improvements and new features and we are always open for client wishes.

Top features to implement in Trader’s Room software and make your traders happy

Trade Solutions Group builds innovative software solutions for trade finance, global payments, foreign exchange, and multi-currency deposits. A CRM is a sophisticated business support system that all brokerages must have in the highly competitive Forex marketplace. The functions and tools that come with it help companies retain clients and improve their business operations.

Tipalti remits supplier payments on your behalf in 6 different payment methods (US ACH, international ACH / eCheck, wire transfers, PayPal, prepaid debit card, paper check) and in 120+ currencies to over 196 countries. Tipalti also offers early payments seamlessly integrated into the process, making it easy for suppliers to get paid early. Enterprise resource planning is software used by a company to manage key parts of operations, including accounting and resource management.

Markets Week Ahead: US Dollar, Euro, British Pound, Gold, Dow Jones, Fed, ECB, BoE

Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions. The AI-based verification services, allow you to fulfil your Automated KYC and AML compliance obligations. Syntellicore is embedded with a rich selection of approved automated Document, Name, ID, Address, Date of Birth, Face, and AML verification. 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.

Regulation compliance management

Simultaneously, achieving cost savings and control of operational risks is a conundrum. MX.3 simplifies post-trade with all products, from high-volume FX cash to complex over-the-counter derivatives, managed on a robust, single platform. MX.3 proposes out-of-the-box interfacing for market and reference data, multi- and single-dealer platforms, affirmation and clearing, repo management, collateral, settlement and transaction regulatory reporting. Once connected, you get a fully controlled system that allows you to securely receive end-user funds, as well as provide you detailed reports and analytics, and much more.

According to the parties, FX Back Office’s cutting-edge technology and forex industry knowledge position the firm as a leading all-in-one solution for forex brokers looking to manage their client interactions. A Customer Relationship Management platform helps businesses manage everything related forex back-office software to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients’ accounts, from Know-Your-Client compliance to wallets and payments.

That combines a profound understanding of the financial markets with an extensive expertise applying technology solutions to satisfy business needs. MySWIFT is your one-stop shop to help you manage your Swift products and services, keep track of your orders and invoices, and access online support. As a result of these competition pressures, third-party technology vendor software solutions are evolving to give wealth management firms a competitive edge. Specify requirements for your client portal solutions that enables online access to portfolio holdings and portfolio valuations, open accounts, give instruction or execute trades.

Analytics

Finally MX.3 supports DevOps and continuous integration, so that multiple developer tribes can build, test and continuously release changes in production. With just a few inputs, sales desks can access an accurate price that reflects the total cost of trading including valuation adjustments and cost of hedging. Sales desks are empowered with a single cross-asset pre-trade tool to manage request for quotes , price publications and client orders. • Solutions are embedded into a single integrated platform that covers best-in-class features in all asset classes. The MX.3 platform features the most complete product mix in the industry.

As a back-office user, the processing work is reduced to the minimum with a high degree of automation from matching to clearing and settlement. Specifically for that we build a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients’ data that are “tagged” to them. 30+ integrated PSPs, EMIs, E-money, Banks and other payment providers can be enabled in under 5 minutes after completing the necessary paperwork.