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Average Ratings 2 Ratings

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ease
features
design
support

Description

Altrogi serves as a white-label trading solution and brokerage CRM tailored for forex and CFD brokers, multi-brand brokerage firms, and new operators seeking to launch a trading business without the need for in-house technology development. The platform integrates three interconnected applications that function cohesively as one system: a branded client portal enabling customers to register, complete identity verification, manage wallets, and initiate deposits and withdrawals; a trading platform accessible via both browser and mobile devices, featuring real-time pricing, integrated charting tools, and capabilities for market, limit, and stop orders along with stop loss and take profit options; and a comprehensive back-office CRM that unifies sales, retention, compliance, and finance teams around a single client record. This CRM is equipped to handle lead pools and assignments, KYC evaluations, dual approval processes for all financial transactions while maintaining a complete audit trail, customizable account types, margin thresholds, and detailed reporting on client funds, open risks, and transaction approval times. Additional features such as copy trading, introducing-broker commissions, customer loyalty programs, and investment plans can also be activated, allowing for greater flexibility. Each brand operates under its distinct domain, ensuring that data remains separate and secure. This structure supports a tailored trading experience that can adapt to the specific needs of various operators in the market.

Description

Outline the specifics regarding seasonal pool passes and guest passes, establishing options for complimentary passes or pricing for each type while enabling purchases via a mobile application. Include the community pool regulations in a PDF format and provide a timetable for pool usage. Distribute the link to all residents via email so they can request their pool passes. Additionally, facilitate the importation of resident data from either Excel or Google Sheets. Approve any pending applications with a simple click, triggering an automated email that guides residents on how to download and activate their passes. A free mobile app is accessible on both the Apple App Store and Google Play Store, allowing residents to download and activate their pool passes directly on their smartphones. Upon reaching the pool, they can check in using their mobile devices. Property managers have the authority to suspend pool passes for residents with outstanding dues or for other justifiable reasons. Furthermore, residents have the capability to view real-time occupancy levels at the pool at any time, ensuring they are informed about availability before arriving. This streamlined process enhances the overall experience for residents and promotes efficient management of pool access.

API Access

Has API No 

API Access

Has API No 

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Integrations

Google Sheets No 
Microsoft Excel No 

Integrations

Google Sheets Yes 
Microsoft Excel Yes 

Pricing Details

$1500
Free Trial Yes 
Free Version No 

Pricing Details

$85 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Altrogi

Founded

2022

Country

United States

Website

altrogi.com

Vendor Details

Company Name

Pool Entry

Website

www.poolentry.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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