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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

FxOffice serves as a comprehensive solution for your entire Foreign Exchange front office and dealing desk operations. With a unified dashboard, your sales team can effortlessly access real-time pricing, client insights, and risk data, enhancing efficiency and service quality. The platform facilitates both pre- and post-trade processing for a range of products, including deliverable forex spot, swaps, forwards, options, and market orders. It automates trading and treasury functions across various offerings such as corporate foreign exchange, risk management, regulatory trade reporting, and cash management, while accommodating a diverse array of funding and settlement instruments. Moreover, the FxOffice Online Portal stands out as an advanced technological platform tailored to fulfill the foreign exchange trading and international payment requirements of your clients online. Designed to cater to both individual payment transactions and extensive corporate treasury operations, the portal provides your customers with powerful features and a user-friendly online experience, ultimately streamlining their financial processes. As a result, clients can seamlessly navigate their foreign exchange needs with confidence and ease.

Description

Office Exchange has been developed through extensive research and consultations with foreign exchange offices across Canada and beyond. Its user-friendly interface ensures reliability and offers the flexibility to tailor features to suit specific business needs. Engaging in currency transactions through Office Exchange is both swift and straightforward. The admin section allows you to establish exchange rates, which tellers will utilize for buying and selling activities. At the end of each day, a comprehensive report summarizes the initial and final balances for every teller. Each teller begins with a designated starting amount and concludes their transactions with the option to carry over the closing balance to the next teller. A variety of reports are available to assist in managing daily operations, and we can seamlessly integrate customized reports into the system at minimal or no additional cost. The platform is designed to gather all necessary transaction information efficiently. Furthermore, you can easily import client details from passports and ID cards via the CGI Design Integrated API using a scanner, enhancing the overall functionality of the system. This further streamlines the process, making it convenient for users to manage their exchanges effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Datasoft Group

Founded

1999

Country

Canada

Website

www.datasoftfxoffice.com

Vendor Details

Company Name

CGI Design

Country

Canada

Website

www.cgidesign.ca

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

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

Alternatives

Alternatives

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CEIFX

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