FX Back Office Software Providers

Dashboard broker feature enables the broker to understand the clients’ requirements and marketing graph by analyzing CRM-based interacting features. For example, CurrentDesk also offers DisputeWatch, a tool that helps business manage the risk of client fraud. Pricing based on the number of active traders you have is ideal for small brokerages that will likely expand in the future. If you already have a forex software tool, make a list of everything it does and decide which of those features you actually need. Then, make a list of other tools you use – the right piece of software could allow you to eliminate other tools or services that you pay for.

The lightweight tool bolts on to MetaTrader and allows you to use historical data to actually enter trades in the market and track your statistics. The metrics provided in the strategy tester are extremely valuable and allowing you to enter trades instead of paper trade means you will get completely objective results. Have a read of my full review here, looking at the pros and cons of the software. The brokerage and exchange companies use this software to compete with the competitors in the trading business market.

Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. From within the brokerage Traders Room Profile, your IBs can have access to their introduced traders and commissions.

forex back-office software

Having a solid foundation regarding Forex means that the company can develop features that alleviate the specific obstacles you encounter in your brokerage. Consequently, having such a provider will accelerate the growth of your business. According to your requirements, you need to assess the following factors of the providers before purchasing from one of them. The user interface should be simple and clear with an organized view of clients’ trading experience, stats, and other important details. It becomes very crucial to have a good forex back office software to successfully operate your brokerage firm and fulfill the desired objectives. As a result our forex back office software enables you to stay in contact with your clients that too very easily.


It is necessary for the user to see and handle their accounts’ balances. The desirable back office should have the tracking feature of balances of all clients’ accounts within the user’s financial administration. Our forex back office software truly assists in boosting your brokerage growth. The broker can view an overall summary of deposit, withdraw sorted by group. The broker can also see the running / closed trades by the clients with an informative overview.

  • The currency exchange is significant to sell or purchase goods from different countries.
  • Brokerages are managing the risk with keeping the B book by using risk tactics, such as hedging, variations in spread etc.
  • Apart from this we provide Client transfer from A-booking to B-booking and back with just one click.
  • The design of the TickTrader Trader’s Room implies accessibility for both beginners and experienced traders and investors with the widest coverage of clients’ goals and objectives.
  • ESMA’s Q & A on speculative products specifies that third-party providers should not financially benefit from the trading revenue a firm generates or the profit/loss ratio of the firm’s clients.
  • The broker can view an overall summary of deposit, withdraw sorted by group.

There are many backtesting programs available in the market and each of them is different from one another. A CRM is a sophisticated business support system that all brokerages forex back-office software 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.

You need to consider your goals and objectives before deciding which one is right for you. Full control over spread customization on group level as well as account level, giving partner an edge in managing accounts settings with ease. Allows broker to place orders on behalf of traders or manually control the margin call execution. Choosing a software tool is essential for your firm’s efficiency and its ability to be licensed in your jurisdiction. To see if CurrentBusiness is the right software for your forex firm, contact us.

Professional Boosting Services – Rely On Them.

The reports will aid you in detecting the best market and keeping the existing clients engaged. The software should also keep track of and record the actions of partners and other admins. Management of user accesses/permissions is necessary for reducing the risks and clients’ data protection.

forex back-office software

That means it should increase productivity and streamline complex processes. In our research, we selected the best Forex Back Office Trading Software Providers in 2022. Based on the list, evaluate the software providers that can provide every amenity you need. Back office allows the white label to create an online account of the clients in a few easy steps. Opening an account of the client on the browser and allowing the client to trade whenever he is registered.


If you missed the first part of this series, check it out here, and if you’d like to know how CurrentBusiness helps brokerages with multi-level partnership management, contact us. This ability means you can easily control and document how you compensate IBs, a subject in which regulatory authorities will be especially interested. This level of granular control allows IBs access all the necessary information to assist clients https://xcritical.com/ and attract leads without giving them unnecessary privileges. Having that control and using it also shows regulators that you closely monitor IBs’ activity. They should provide good documentation so that you can troubleshoot a problem yourself. Their help center or online knowledge base should include articles that explain how to complete common tasks as well as articles that provide an overview of the tools and features.

forex back-office software

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. Control information flow and account opening procedures using advanced intelligent risk detection filtering tools. Control compliance documents uploaded from the Traders Room using Workflow Engine.


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. With the help of the best backtesting tools listed above, backtesting is a very quick process. With that in mind, you should be backtesting all of the currency pairs you have access to. I have traded strategies previously that perform very well on EURUSD and GBPUSD, but don’t have any sort of profitability on EURCHF and EURCAD. You have absolutely no way of knowing this though unless you dedicate your time to a full backtest of the strategy on all of the currency pairs your broker offers.

Forex back-office software has been developed to facilitate the smooth execution of your brokerage. Implementing this software into your Forex business will improve its productivity to a great extent. In case if your brokerage business works on Introducing Brokers certainly one can easily manage and keep a check on pay commissions and rebates from partners. Add/remove client account, set manager, set IB, set verification, manager/investor account request, add manager/admin. FX Meta Tech gives you full access to trading information such as consolidated customer balances, customer transactions, open trade, running trade, closed trade, etc.

forex back-office software

The software facilitates the brokerage company to monitor multi-task operational functions under a single platform. The software has a complete package of CRM integration, IB programs, crypto wallets, deposit and withdrawal features, and automatically analyzing reports features. These integrating features collectively play a vital role in the progression of your trading business and provide an opportunity to excel from other brokerage companies in the trading market. Good trading conditions, user-friendly interface, and good rewards can help. Offering traders several additional services, MetaTrader 5 is a modern Forex trading platform with a user-friendly interface.

Client / Account Management

The back office is a service or technology that deals with the office’s administrative and logistic tasks enabling the front and the middle office to operate properly. The responsibilities of the back office typically comprise IT, human resources, clearances, account management, record maintenance, regulatory compliance and other services. We offer Flexible system of trading settings with Convenient filters and reports. Apart from this we provide Client transfer from A-booking to B-booking and back with just one click.

Microsoft warns of forex hit, cuts forecast – Reuters

Microsoft warns of forex hit, cuts forecast.

Posted: Thu, 02 Jun 2022 07:00:00 GMT [source]

With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele. Our main aim at Dynamic Works is to make sure that each one of our customers have the system they have been dreaming about. Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities. However there are cases where, mainly established Brokers, have existing procedures and logic that they wish to maintain and improve. Out team works closely with you to ensure that your staff and your customers feel that they have a system that makes their life easier.

Use a company that will offer help if you have a problem with the software. We offer an array of customised solutions that can be tailored and built to your unique needs. It has been a test for different industries, for employees and managers, and for families too. Judging by my close circle, some of those who have left the job market do not want to go back to a full-time job in an office. There are tracking options allowing broker admin to monitor and assist in the sign-up process. An intuitive interface makes it simple to use and easy to understand, whether you’re an amateur or professional.

Is There Back Office Software Free of Charge?

In Conclusion to the above; Launch FXM being the top technology provider believes in offering the best tools and platforms for the brokerage firms. Firstly, through our forex back office software you can easily manage and handle all your brokerage operations. Back Office Software is a third-party technology provider that offers its services for a fee. Brokers should find a deal with providers; the cost will depend on the range of needs required for your company.

Show your management that you are ready for responsibility, and you’ll be noticed. Before applying any trading strategy, it will find out the best input framework. After getting the entire info, you will be able to apply the backtesting that suits your trading system. TrendSpider – Trendspider is very efficient when it comes to backtesting. Other customised support systems can also be integrated as per your requirements. Nexmo and Google are provided by default, ensuring the highest standards of security and privacy.

Since an effective CRM software greatly impacts your business operations, it is important to choose one that is right for your business. Because CRM software significantly affects your success, you should devote significant effort and budget for this purpose. Implementing a good Forex CRM means that your team can instead focus their efforts on increasing business profit rather than manually processing leads, documents or checking over reports by hand. With B2Core, your teams are able to automate time consuming tasks thereby speeding up the sales process, so you can process and deal with clients more quickly and efficiently. A good Forex CRM also incorporates a range of useful tools to assist in this process including trading analytic and reporting tools.

Track The Transactions:

If you do not find the payment system you need in the list, we can connect it. The sublicensee gets access to all client applications, including web, desktop and mobile. As an administrator, you decide which mode of operation is best for your company. Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. We can support any custom single-level or multi-level providers with automatic or manual management.

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