Main Forex CRM Forex Back Office

Forex Back Office

Forex Back-Office software is designed for the operational control and management of a brokerage's business processes. It enables back-office employees to monitor client activity, including deposits, withdrawal requests, and transaction history.
The system also provides detailed insights into partner activities, supports client management, and seamlessly integrates with 6 leading trading platforms: Trading Platform 4 or 5, cTrader, dxTrade, MatchTrader, TradeLocker, Finalto ClearPro.
A well-designed Back-Office system can significantly elevate service quality by enhancing productivity, ensuring regulatory compliance, and providing comprehensive support, ultimately improving client satisfaction and boosting the company's reputation.

For Whom?

It is built for managers, support staff and administrators who need to streamline operations, manage accounts, ensure regulatory compliance, and handle reporting processes efficiently, all within a centralized, user-friendly platform designed to support business growth.

Managers
Support staff
Financial Department

Key Features

Forex BackOffice contains various settings and interfaces for managing clients, partners, trading conditions, deposits and withdrawals, and more.

Client profile

You can view and edit all the information about a user. This includes transactions, trading history, documents, and even marketing information like the registration page.

Multi-level IB Programs

Affiliate programs with unlimited levels allow to view a list of partners, the number of their clients, and detailed reports. Here, you can also adjust, approve or reject rewards and commissions.

Financial management

This section is designed for the finance department. Here, you can see the history of deposits and either reject or approve withdrawal requests.

Marketing Tools

This section allows managers to manage bonus conditions, grant personal bonuses, and upload promotional materials.

KYC

The UpTrader Forex Back-office provides easy compliance by allowing document uploads and secure storage to verify clients' identities.

Support

You can initiate a chat with a client directly in the BackOffice. During the chat, you will be able to see all the information about this client.

Client interface

Client Interface
Trading Accounts
Payment activity
KYC stages (know your customer)
Received bonuses
History and notes
Issue and impersonating
Marketing information

Client Interface

This well-designed page gives you all the information about the client and their recent activities. Managers also have full access to edit their information.

Trading Accounts

Any actions regarding accounts can be managed right here. Accounts can be added, blocked, or archived, which removes them from the client's view while preserving the data for future reference.

Payment activity

With one click, your financial department or manager can check all transactions made by the client.

KYC stages (know your customer)

The meticulous KYC feature helps your finance department smoothly track client progress, send notifications, and approve or reject documents during onboarding.

Received bonuses

Be vigilant about overextending company loyalty by regularly checking the Bonuses tab, which displays the client's current bonus balance.

History and notes

Do not lose any piece of information about the client. Use the Notes feature to add comments and attach files related to the client.

Issue and impersonating

Track client correspondence with tech support to ensure no opportunities to help are missed. The Impersonate feature lets you log in as the client to resolve issues directly.

Marketing information

In the UTM section, you can see the client registration page, which helps understand which product or promotion attracted the client.

.

Introducing broker (IB) partner management

The Partners section allows you to manage IB relationships smoothly by providing a view of all partners and the number of clients associated with each partner.

Partner's Profile

Click on a specific partner, and their user card with all their clients, current balance, and reports will be displayed.

Financial Reports

A broker can see online reports or download Excel files with all the financial details of any IB and Sub IB.

Current Commissions

In this section, you can review the rewards earned by each partner over a specified time period. The system automatically calculates the commission, however, a broker can edit the commission amount at this stage, approve or reject it.

.

Money flow management

Maximize efficiency and security with our system's automated approval workflows, tailored to conditions like withdrawal limits, new banking details, or large deposits. This not only prevents fraud but also simplifies verification.

Deposits

When a client initiates a deposit, it starts with a 'Payment Request' status. This is a perfect time to engage with clients. The finance team can track incoming payments, marking them as 'Executed' or 'Failed', adjust amounts, and export data to Excel.

Deposits
Withdrawals

Clients' withdrawal requests are set to 'Processing'. The financial department reviews and either 'Execute' the withdrawal, or 'Mark as Failed' if the request cannot be processed.

Withdrawals
Internal transfer

The finance team tracks internal transfer requests made by clients or staff. These transfers may involve moving funds between trading accounts, wallets, or other internal accounts.

Internal transfer

By leveraging these features, you can provide top-notch service, prevent fraud, and maintain streamlined financial operations.

Support

The Support section provides a centralized platform for communicating with clients and managing internal discussions about their accounts. By having all client communication and internal discussions in one place, the Support section streamlines the process of addressing client needs and maintaining detailed records of interactions. This helps ensure a consistent and efficient support experience for your clients.

Online Chat
Online Chat

You can engage with clients in real-time through the online chat feature. This allows you to address their questions or concerns promptly.

Internal Comments

The internal comments can be used to share relevant information about the client that needs to be seen by the team but stay invisible to the client.

Client General Information

Within the Support section, you can also view the client's general information, such as their account balance and recent transactions. This gives you a quick overview of the client's activity and standing.

Client General Information

Marketing tools

Features like UTM Settings, Business Analytics, and Statuses in Forex CRM provide valuable insights for strategizing campaigns, tracking performance, and maintaining client relationships effectively.

News and banners displaying
Bonus management
UTM settings
Gamification tool - statuses
Business analytics

News and banners displaying

Keep your clients informed by displaying marketing banners, posting company news, updates, and announcements directly in their Trader's Room. This ensures clients are always up-to-date with the latest company news and promotional offers.

Bonus management

Get maximum flexibility and an individual approach to each trader by offering four ready-to-use bonus programs that can be adjusted by lifetime, duration, deposit percentage, conversion, withdrawal coefficient, and more.

UTM settings

Knowing where your client came from can help start the right communication with them. UTM marks from Google AdWords are registered by the system, enabling you to analyze traffic sources and identify the most effective ads and campaigns.

Gamification tool - statuses

Another useful tool for marketing or onboarding purposes. Create a more engaging and personalized experience for your clients, encouraging desired behaviors and actions.

  • Engaging Clients

    Achieving higher statuses based on deposit amount can unlock special offers, bonuses, or privileges.

  • Stages of Onboarding

    Clients may need to complete certain actions, like uploading documents, to increase their status and get benefits or access.

  • Create a New Status System

    You can create your own status system based on any parameters you wish to achieve the goals or increase the client's loyalty.

Business analytics

Learn your business. The Dashboards section provides a high-level overview of key statistics and metrics for your business. Structured visual information helps you and your partners monitor monthly goals.

.

Check other Modules

Trader’s room
Multi-level IB Programs
Sales Module
Admin Module
Social trading platform

Trader’s room

This is an interface for your customers.
The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. The trader's room is designed in a manner that allows clients to quickly learn their way around and start trading.

Affiliate Program

Develop your IB network across the world: everyone will be happy to do business with you because generated IB reports transparently show data for each client, all calculations are automated, and all data is fully available in the partners' section of the website.

Sales Module

Take a look at all your clients and their trading activity. Take control of the deposits and withdrawals, monitor KYC procedures, and launch your marketing activities.Forex back office is designed for quick management of the company's business processes. Your employees will be able to closely follow your clients' activity:

Admin Module

This is the upper level of business management. Through the Forex admin back office, a broker can customize all aspects of UpTrader Forex CRM: enable Payment System APIs, set up account types and trading platform integrations, manage their staff, and implement Introducing Broker rewards, among other things.
Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you.

PAMM

UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading. It guarantees precise execution and reporting. The results of each transaction are split between investors up to a cent. It is possible to check different traders' performance through aggregated ratings.

.