Back office and performance reporting tools for brokers and trading firms

Managers can see combined or individual results for all client accounts. Take advantage of ETNA Trading API to enhance the power of ETNA Trader and diversify services offering. Connect RIAs, digital advisors, FinTech and WealthTech startups to a broker platform within days.

  • If you are a smaller business with just a few agents, I actually recommend looking at some of the TMS software first.
  • Please pay attention that we don’t provide financial services on behalf of B2Broker LTD.
  • Broker ETNA Broker Back Office software automates many back office operations for a broker-dealer or a digital wealth management firm while providing real-time control and monitoring.
  • CLASS™ also provides an interface to Depository related operations of broking firms.
  • Many have some useful brokerage tools while still serving as a very robust transaction management solution.
  • CLASS™ as the name suggests is an intelligent solution for all the back-office operations related needs of broking firms.

It has a built in scalability spanning a single client installation to multi-client, multi-branch operations connected through Intranet for Client services. CLASS™ handles entire transaction sequence seamlessly from Trading to Obligations to Delivery to Settlement to Accounting functions. CLASS™ also provides an interface to Depository related operations of broking firms.

For larger enterprises looking for custom real estate broker software, there are several experienced real estate software developers. If you are a real estate broker or office manager with agents, a great office management tool is going to be critical. Back office forex software needs to make it easier for you to run your brokerage.

Integration with QuickBooks Online, the gold-standard accounting software for small businesses. The new version of the Dolphin Back office and Risk Management system can take charge and deliver a never before performance in the Back-office operations. Leveraging the latest available technology, Dolphin will prove to be the best-in-class product exceeding the expectation of every single user.

WealthTech startups significantly shorten their route to market and save investors money by leveraging ETNA’s Back Office technology. Best practices are implemented through development, from code reviews and code styling to thorough logging. For this list, we have searched and tested several Back Office Trading Software Providers available in the Forex market.

Client / Account Management

Look for a tool that can integrate with Skrill, SafeCharge, or NETELLER. If your forex firm works with introducing brokers (IBs), then your back office software needs to allow you to calculate and pay partners commissions and rebates. It should also include partner tools so that IBs can help their own clients. Allowing partners to directly access your software will make it easier for them to do their jobs, and using the software to ensure they’re paid the correct amount will help you retain good IBs. Back office forex software should make it easy to store and maintain clients’ information and personal data.

Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future. A new generation of forex CRM, client cabinet and back office software.

When it comes to online trading, back office trading software providers offer a comprehensive package of services that can save you time and money. To choose the best Forex Back Office Trading Software provider, it is important to select one with a proven track record of success. Also, make sure that the back office trading software provider offers a transparent pricing model and top-quality customer support.

Add/remove client account, set manager, set IB, set verification, manager/investor account request, add manager/admin. While the user’s vision is not on the dashboard, push notifications to bring backend users to action important client-related pending tasks promptly, trimming down the wait time. Client data is kept under our secure & highest security hosted environment.

Configuration and Operations

Adjust margins in real time for accurate and agile decision making via broker back office. Real-time calculations and effective notifications system enables broker-dealers to discover potential client trading issues instantly. Deep domain expertise drawn from years of experience in deploying broking software solutions across the products. Apex Softcell is dedicated in providing the brokers services and solutions that need to meet their business goals. One reason behind our competitive edge is that we can find better solutions by combining different kinds of experiences and ways of thinking.

Formerly Brokersumo, CORE Back Office is a brokerage backend software that was acquired by Inside Real Estate as part of their family of tools that includes kvCORE (Kunversion) and Circlepix. It is robust for the price, including transaction and commission tracking, accounting tools, reporting, agent onboarding, Quickbooks integrations, and even ACH and agent billing features. If your back office software integrates with your forex trading platform, you can have real-time monitoring of all accounts. You’ll be able to view real-time margin, P/L, and position sizes for all client orders. This information will ensure you can issue margin calls at the appropriate times and advise your clients of their risks. It will also allow your firm to control its exposure, which might be especially useful if part of your firm operates as a dealing desk brokerage.

Back office software for forex brokers should have simple reporting tools so that you can access data about the actions of clients, partners, and other administrators. The software should let you generate reports around trading activity, earnings and losses, deposit amounts, and CDF dividends. Those reports can help you determine how to best market to and re-engage existing clients.

In general, back office software solutions have evolved with the advent of cloud-based software as a service (SaaS). Forex CRM platforms with back office software have become, for the brokerage companies, an alternative to Business Process Outsourcing (BPO), which involves transferring back office management to a third-party service provider. With back-office software, brokers can extract actionable intelligence from the system without any particular expertise.

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