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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
Zacks Trade is a digital brokerage firm focused on equipping active traders with robust tools, competitive margin rates, responsive customer support, and a wide array of investment research materials. Their main offering, Zacks Trade Pro, serves as an all-encompassing trading interface that facilitates transactions in stocks, options, bonds, and mutual funds. This platform boasts functionalities such as customizable layouts, real-time notifications, and integrated options trading capabilities. Moreover, Zacks Trade includes the Zacks Rank trading tool, which empowers users to identify Zacks Rank #1 stocks categorized by themes, sectors, and industries, allowing direct order execution from within the tool itself. To enhance user experience, clients can leverage the Zacks Trade mobile application for trading while on the move, promoting flexibility and ease of use. The platform prioritizes user security with features like a secure login mechanism and SSL encryption, and it provides exceptional assistance through a dedicated team of licensed brokers who are available to address any inquiries. This commitment to customer support ensures that traders have the necessary resources and guidance to navigate the complexities of the market effectively.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$1500
Free Trial
Free Version
Pricing Details
$15 per month
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
Zacks Trade
Founded
2013
Country
United States
Website
www.zackstrade.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
