by Grentone Meta Solutions Team | Jun 26, 2024 | backoffice
The CRM or the Back-office portal serves the function where the broker use it as a tool to manage business operations and handle all customers related administration in a single portal. It is an essential tool for the broker as they scale down operational costs on...
by Grentone Meta Solutions Team | May 24, 2023 | backoffice, Cryptocurrency exchange, Payment Solutions, Trading Platform
If you are already running your own trading platform, or even providing CRM access to clients, do you have clients who are behind a country’s firewall e.g. customers feedback to your technical support about their slow or no loading to the trading terminal or the CRM? ...
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 | 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...
