by Grentone Meta Solutions Team | May 11, 2022 | Trading Platform, backoffice
Social trading enables traders or investors to copy and follow the strategies of their peers or more experienced traders. While most traders perform their own fundamental and technical analysis, there is also a group of traders that prefer to observe and replicate the...
by Grentone Meta Solutions Team | Aug 10, 2021 | Trading Platform
The illustration below briefly describes how account opening is done with our standard type CRM admin and client portal. The CRM is a critical tool so that brokers will find it easier to support their clients and carry administration duties. Compliance, operations,...
by Grentone Meta Solutions Team | Jul 28, 2021 | Company
Financial Institutions usually perform KYC processes before opening customer accounts. KYC stands for Know Your Customer. It is a mandatory procedure that helps banks, insurance companies and other financial institutions verify prospective customers’ identities...
by Grentone Meta Solutions Team | Jun 29, 2021 | Trading Platform
Is a Copytrader plugin or API most preferred for my white label solution, many brokers asked. We hope this article may help to clarify the differences between them. First, why are we talking about copytrading and not talk about a MAM, which is a ‘multi account...
by Grentone Meta Solutions Team | Apr 29, 2021 | backoffice, Company
Banks globally centers a lot of attention on ways to improve customer service and to mine out useful clients’ consumption habits, so that it may induce their customers to increase their usage on facilities offered through the bank. The tool that help them reach...
