Forex Trader’s Room: A Retail Forex Backoffice Solution
The system offers both single-page and multi-step registration forms, along with easy-to-implement APIs for custom onboarding workflows. Embed forms on your website or link to them directly for a streamlined client signup experience.
Enable clients to become IBs effortlessly and offer single or Multi-Level IB commissions structures. IBs access built-in referral tools and promotional materials as track their referred traders and commissions in real-time detailed reports.
Clients upload required KYC documents for verification, which can be processed by the broker or an external KYC provider. This ensures compliance and a smooth onboarding experience while maintaining regulatory standards.
The Trader’s Room offers the most sought-after market insights and essential trading tools, including an economic calendar, a daily news feed, a live currency ticker, and brokerage announcements—all in one convenient place.
Process secure payments for Deposits and Withdrawals through multi-channel Forex Payment System aggregator using Fiat and Crypto PSPs. Benefit from smart payment routing, automated or manual processing and optimal currency conversion.
Provide traders with built-in live chat and a structured support system for efficient communication. Traders are routed to the right department, while support tickets are automatically assigned to the appropriate broker-side agent for quick resolution.
The Lead journey will start from a registration page or a landing page
CRM Lead Routing will follow the admin-set conditions to assign Bill to Jake, who is in a Sales Role, in a specific Time Zone, and speaks Bill’s Language. Go ahead Jake!
CRM Lead Routing will follow the admin-set conditions to assign Bill to Jake, who is in a Sales Role, in a specific Time Zone, and speaks Bill’s Language. Go ahead Jake!
Jake becomes the first point of contact, making sure Bill completes his registration, KYC, and investment.
Once the documents have been approved, the Custom Forex Backoffice will be used to assign tasks so that no time is wasted
Lets talk business
Now it's time for Bill to fund his account and start trading. Kenmore Design offers a Forex PSP aggregator that supports hundreds of payment system providers, including crypto options.
Once in a while Peter reviews the CRM and checks on the team progress.
Offer your clients a modern Forex Traders Room with a powerful Forex Backoffice for your team. From Account Registration and Deposits to IB Tracking and Reporting — our solution gives traders traders a smooth experience as Brokers retain full control.
See how our Forex Backoffice and Client Cabinet can streamline your brokerage.
