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Description
DivulgeTech Forex CRM is a customer relationship management system designed specifically for forex brokerages. It brings client, partner, and back-office functions into one platform, avoiding the need for multiple disconnected tools. With direct integration to MetaTrader 4 and MetaTrader 5, it synchronizes account data, balances, and trading activity in real time, reducing manual work and ensuring operational accuracy.
The system supports comprehensive client and IB management, including multi-tier commission structures, affiliate tracking, and performance reporting. Clients have access to a secure portal for account management, deposits, withdrawals, and communication, while affiliates and introducing brokers can monitor referrals and commission earnings through their own interface.
In the back office, the CRM handles daily tasks such as deposits, withdrawals, commission calculations, and reporting. Compliance functions include KYC and AML workflows, document storage, role-based permissions, and two-factor authentication, helping brokers meet regulatory standards.
The modular design makes the CRM adaptable to different business models. It supports integrations for PAMM, social trading, and copy trading, while REST APIs and webhooks allow custom connections to third-party services or payment providers. Multiple payment gateway options are available, offering clients flexibility in funding and withdrawals.
DivulgeTech complements the platform with onboarding, documentation, and continuous technical support. With more than 15 years of experience in CRM and financial software development, the company emphasizes reliability, integration, and scalability.
For more details check divulge.tech/forex-crm
Description
PipXpert is a financial information platform focused on equipping traders with top-notch market analysis, live updates, and real-time trading signals spanning multiple markets. They provide free daily signals boasting an impressive 85% success rate, which can be easily accessed through their Telegram channel, and they offer round-the-clock customer support to cater to traders of all experience levels. The platform features an intuitive interface that facilitates the efficient reception and execution of signals. Moreover, PipXpert includes the PipXpert Signals Copier, an automated service that integrates signals directly into MetaTrader 4 and MetaTrader 5 accounts, allowing for prompt execution without the need for manual intervention. Their educational offerings consist of thorough forex trading courses, innovative trading strategies, and a dedicated education center designed to improve traders' expertise and capabilities. PipXpert also prioritizes transparency by consistently updating their trading outcomes and fostering a vibrant community for discussion and support, making it a comprehensive resource for traders seeking to enhance their performance. This commitment to community engagement further solidifies their role as a leader in trading support services.
API Access
Has API
API Access
Has API
Pricing Details
$1500 / Month
Free Trial
Free Version
Pricing Details
$111.17 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
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
PipXpert
Website
pipxpert.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
