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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
If you're in the process of launching a forex brokerage and are in search of a dependable forex solutions provider, simply submit a request, and we will compile the most advantageous offers for you. Whether you already own a brokerage or are planning to establish one, it's likely that you will require top-notch Forex CRM Solutions. We provide brokers with essential Forex Solutions that facilitate the initiation or enhancement of their operations. This segment of Forex CRM is designed for straightforward configuration of all CRM functionalities. It includes settings for every aspect of your business, such as marketing strategies, sales processes, payment system integrations, departmental access regulations, trading platforms, analytics, email communication, KYC compliance, and conditions for Introducing Brokers. You can also monitor the complete history of deposits and withdrawals in one convenient location. Additionally, clients can receive promotional notifications and tailored offers directly through their interface, ensuring they stay informed and engaged. Furthermore, this comprehensive system is aimed at optimizing your brokerage's efficiency and client satisfaction.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Match2Pay
MetaTrader 4
MetaTrader 5
Pricing Details
$1500
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Altrogi
Founded
2022
Country
United States
Website
altrogi.com
Vendor Details
Company Name
UpTrader
Website
uptrader.io/en/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Currency Exchange
Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management
