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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.
Description
Unlock the full potential of your brokerage by utilizing cutting-edge, tailor-made trading platforms that are designed to enhance your operations. Our team's extensive expertise spans technology, sales, marketing, finance, operations, and compliance, ensuring you receive the support you need. Allow our Success Team to optimize your brokerage's efficiency and results. By transforming incoming raw data into insightful and actionable information, we can help streamline your infrastructure, elevate marketing efforts, and foster business growth. Experience a powerful and elegant web-based trading platform that integrates flawlessly with MT4/MT5 systems. Our customizable user interface allows for a fully branded experience that distinguishes your brand in a competitive market. You can select from two user-centric CFD options: the newly refined full-screen solution or the traditional embedded platform, both of which are rich in features and designed to engage users effectively. Additionally, the fully branded MT4/MT5 client terminal provides your traders with a comprehensive and enriching trading experience, setting a new standard in client satisfaction. Embrace innovation and elevate your brokerage to new heights with our state-of-the-art solutions.
API Access
Has API
API Access
Has API
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
Finosoft
Website
www.finosoft.com
Vendor Details
Company Name
Panda Trading Systems
Founded
2006
Country
Israel
Website
www.pandats.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
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