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Typical account opening procedures for broker dealers. 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, marketing, support and sales management tools…
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 back-office operations and data management. So how different is…
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 analysis of others. It is often thought of as a type of…
When it comes to trading, the platform, the market variety are what today’s traders look for. We will be talking about what we should look for in a trading platform. The key role of a trading platform is to be able to stream foreign exchange, contracts for difference, futures and hopefully, all other prices for…
Grey Labels are a popular solution in emerging market countries as they provide a low-cost entry point, with more control over clients’ markups, spreads and leverage than a traditional IB relationship with a broker. While the setup costs are traditionally low for Grey Label, the ongoing costs such as commissions, maintenance fees, and a lack of…