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CRM for Brokers

Deaching of the great explorer of the truth the builder

CRM for Brokers

The CRM Solution from thebroker.tools is a fully customizable platform designed to help brokers manage client relationships and trading activities efficiently. Integrated with MetaTrader 5, our CRM offers a unified solution to handle account management, client onboarding, reporting, and communication, all in one place.

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Key Features:

• Client Onboarding & KYC: Automate client verification and onboarding processes

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• Trade Tracking: Monitor client trades and activities in real-time.

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• Reporting & Analytics: Generate custom reports and insights for better decision-making.

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• Integration with MT5: Direct integration for seamless management

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Why Choose Us?

  • Custom Workflows: Tailored workflows to suit the unique needs of brokers.
  • Multi-Language Support: Reach clients globally with multi-language capabilities.
  • Comprehensive Client Data Management: Manage everything from lead generation to client engagement in one platform