What to look for when you choose the best forex CRM for your fx brokerage Important CRM features 1. Platform agnosticAs your business needs shift and you expand into new markets, you may wish to offer clients additional trading platforms. However, that can cause software headaches if you haven’t chosen a platform agnostic forex CRM. For example, if you want to offer ZuluTrade in addition to MT4 and MT5, you won’t want to change CRMs just to do that. 2. Sales SupportMaking it easy for sales agents and IBs to… read more →
CurrentDesk, known for its leading financial business management software, has teamed up with RPNpay, a pioneering force in the Asia payments industry. Their combined expertise has lead to the launch of DisputeWatch – an exclusive, invite only, community-driven dispute registry designed to prevent fraudulent financial transactions before they happen. DisputeWatch enables your business to put a stop to the ever-increasing problem of transactional fraud by alerting you of suspicious clients that have the potential to cause serious financial harm to your business. It’s a water-tight system that stops fraud, disputes… read more →
As you may know we are hard at work on an exciting new version of CurrentBusiness that strives to provide an even greater seamless, integrated experience to help your team work smarter and faster. That being said we have not forgotten about the General Data Protection Regulation (“GDPR”) and wanted to give you an overview of what will be happening in the next few weeks. What is the GDPR? On May 25, 2018, a new EU privacy regulation will come into effect called the General Data Protection Regulation. It imposes… read more →
This release includes several new features, improvements and bug fixes. Below is a list of notable and new features: NEW FEATURES Partner Registration API Register both Introducing Brokers and Asset Managers with the Partner Registration API. Documents API Upload documents to any client’s Misc Documents with the Documents API. Auto Lead Assignment A new Advanced Settings feature called “Auto Lead Assignment” can assign leads automatically to teams based on regions. Once enabled you can define per team how you want leads assigned. E-Statements Send automated daily E-Statements to clients with… read more →
This release includes several new features, improvements and bug fixes. Below is a list of notable and new features: NEW FEATURES One-Step API 25 Custom API Fields have been added to the One-Step Trader API. Use these custom fields to pass any additional information you would like. A new Custom Fields section is now available on the Trader details page. This section can be “enabled” or “disabled” for each user role. There is a new “Global Settings” section called “API Settings” where you can customize field names. Detailed Partner Report… read more →
