Fully customized FOREX CRM that automates Back-office & Compliance cycles to process client’s application with automatic account opening, including applications approvals and rejections, complete activity log, and multi-permission level for your staff members as described in the list below:
- List & Filter Applications
- Forward to Compliance for Review & Approvals.
- Review & Edit User Profile
- Translate Uploaded Documents
- Approve Applications
- Reject Applications
- Creating New Application
- Account Types
- Deposits/ withdrawals
- Source (Campaign & Referrals)
- Status (approved & rejected)
- Activity (active / inactive)
- Expiry dates
In order for the user to be able to track their accounts commissions, manage all IBs and sub IBs accounts, generate dynamic reports about deposits, withdrawals, commissions, and also benefit from all marketing materials provided by the FX Company and much more we have designed the IB Portal.
Administrator will be able to define IB tree with multi-level sub IBs and define the commission structure per security at each IB level without need for an external plugin in the trading server.
This IB Portal provides unique access for each partner (Ib/agent and affiliates) with the following application features:
1. Trend Line of commissions, volumes and registrations on daily/monthly or yearly bases.
2. Best Performers via account number and volumes.
3. Deposit/Withdrawals Graph / credit in and out.
4. Most Traded Instruments
5. Recent Accounts
WeWebIt has developed Traders Room as a special application that had been prepared to automate all operations that trading account holders “demo or real” need, which gives you the chance to review your trading account activities – history, summary and open trades, manage your personal information, create additional trading accounts or sub accounts, transfer funds between accounts, request withdrawals, make online deposits and wire transfer requests along with many other features. This traders room allows operations to run smoothly and with ease while covering all forex traders’ needs.
Here are the main features of this Traders Room:
1. Account Summary
2. Account History
3. Open Trades Report
4. Daily Trade Report
5. Monthly Trade Report
A. Profile Information editing
B. Upload Documents
C. Password resetting
D. Financial Information Management
- Transfer Funds between accounts.
- Wire Transfer
- Submit withdrawal requests
- Submit online payments
A. Open New Demo Account
B. Open New Live / Sub Live Account
C. Upgrade to Real Trading Account.
Forex reporting system which is a customized web-based program that permits your staff members (Finance, sales, dealing, marketing, etc.) to generate detailed reports with flexible filtration functions. This system contains multiple reports with dynamic combination of filters with the ability to print and export any results to excel/filter dynamically on any combination of filter criteria such as client login, date range, groups, etc.
Reporting area includes the following reports with limited user permissions for each section according to the client request:
A. Trading volume: list of summery of buy/sell commands.
B. Deposits: listing deposit tickets performed with total deposits by currency, agent, and country.
C. Withdrawals: listing withdrawal tickets performed with ability to filter and get most totals by country, agent and sales.
D. Accounts by Balance: list of accounts classified by predefined balance ranges.
E. IB performance: summary information about each agent with number of accounts under each and sum of all volumes performed through him.
F. IB commissions: shows total commissions given to each agent with detailed view listing all related commission tickets.
G. Sales performance: listing total trading volumes traded for sales person accounts with ability to get detailed view with specific tickets.
H. Sales summary: classifying all accounts under sales persons to active/inactive/non-funded and closed accounts.
I. Retention: listing total retention performed by each account, with detailed view that lists individual tickets information.
J. Sales Target: getting total deposits/first deposits/ retention/withdrawals performed on each salesperson accounts with detailed views.
K. Closed Accounts: listing closed (liquidated accounts) with customized filtration operations.
L. Inactive Accounts: listing all accounts that haven’t traded for specific period of time.
M. Non funded accounts: listing accounts that have no deposit history.
N. Most traded: Listing symbol with the highest trading activity with totals of P/L amounts, lots grouped by account types, country, trading groups, etc.
O. Account Monitor: listing details of active accounts with detailed view of each account that lists all open trades/closed trade/ total Profit and loss amounts