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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Apexum serves as a comprehensive technology provider dedicated to building, installing, maintaining, and supporting individuals seeking brokerage or partnership opportunities, with the goal of enhancing both existing and new businesses. Additionally, Apexum is committed to empowering clients to meet their technological needs effectively. The company delivers cutting-edge solutions tailored for both start-up and enterprise brokers, featuring advanced products and services designed to propel your brokerage toward growth and increased cost efficiency. Every essential element required to establish and enhance a brokerage is encapsulated in their powerful offerings. Through the integration of advanced technology, exceptional support, and innovative solutions, a new value chain is created. Regardless of your business size, building a strong brokerage remains a pivotal focus for Apexum. All capabilities and innovations are conveniently consolidated within a single marketing network. Experience the transformative power of elevating your business through a straightforward yet ingenious affiliate or Introducing Broker (IB) network, ensuring you stay ahead in a competitive landscape. The commitment to excellence and innovation allows Apexum to position your business for sustained success.

Description

Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Solitics

Integrations

Solitics

Pricing Details

No price information available.
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

Apexum

Founded

2016

Country

Cyprus

Website

apexum.com

Vendor Details

Company Name

Finosoft

Website

www.finosoft.com

Product Features

Algorithmic Trading

2-Click Trading
Analyst on Demand
Auto Fibs
Auto Trend Lines
Backtesting
Basket Trading
Drawing Tools
Pattern Tools
Stock Screener
Trading From Charts

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

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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