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Cutting edge, all-in-one solution for Forex brokers
which includes the entire Back office set-up,
Client’s cabinet and Partnership area.
FX BACK OFFICEwww.fxbackoffice.com
CONTENTS
3. WHO WE ARE AND WHAT WE DO
4. FOREX CRM AND BACK OFFICE
5. COMPLETE MANAGERIAL CONTROL
7. CLIENT’S CABINET
8. PARTNERS AND IBS
9. PAMM – PROFIT ALLOCATION MONEY MANAGEMENT
10. CONTACT INFORMATION
FX BACK OFFICEwww.fxbackoffice.com
WHO WE ARE AND WHAT WE DO
After years of working for Forex brokers, we came to the conclusion that some
services can, and have to be outsourced to allow the company to focus more on
the business development side of things. With that in mind, determined our team
of experts came together and created FX BACK OFFICE.
We strongly believe that the Client’s cabinet, Back office and Partnership area are
services that should most definitely be delegated. We spent years developing an
exceptionally strong product through our joint experience, trial, and error, and are
more than confident we can satisfy the most demanding client.
With our solution you will not only save your time and money, but will ultimately
grow your business faster - avoiding all the painstaking design, development,
structure, textual, legal, and of course testing involved in doing it yourself.
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FX BACK OFFICEwww.fxbackoffice.com
FOREX CRM AND BACK OFFICE
Our CRM & Back office system is developed specifically to facilitate your daily routine work with client’s data.
CRM Key features:
Multi Branding – Multiple Brands or Companies can be monitored and managed from one CRM
Tools for Marketing – increase your marketing opportunities and get the best out of your marketing budget in terms of optimization and tracking, with our marketing tools
Convenience – store all your clients’ information and documents in one place. All informa-tion is easily accessible and can be edited at any time
Client related matters – manage, approve/decline veri�cation of a client, document expi-ration control function, and KYC questionnaire
Instant Client message delivery – internal message system will allow you to send any kind of message to your client(s)
Trading – open and manage trading accounts, and register a new client pro�le
Collaboration – task system for the company’s internal cooperation between departments
Internal noti�cations – instant noti�cations about di�erent actions to improve the com-pany’s respond speed and support quality
Complete overview and control – easy mechanism to di�erentiate the access rights for di�erent departments or individuals. All actions are logged for your convenience to track any change
Automated emails – save time by setting up over 40 pre-set automatic emails con�rming your clients actions within the Cabinet
Ease of Translation – simple and instant website and Cabinet translation system
Full customization – express your wants and needs and we will create it for you
Dashboard – see all client requests and don’t miss anything
MiFID II compliance reporting system and client’s pro�le
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FX BACK OFFICEwww.fxbackoffice.com
COMPLETE MANAGERIAL CONTROL
DEALING WITH FINANCES
Wallets approving function to prevent accepting third party money transfers
CRM connected to over 18 of the most popular PSPs. Additional PSP can be connected upon request and added promptly
Money Deposit & withdrawal
Bonus Deposit & withdrawal
Internal money transfers between client accounts
REPORTS
Financial report which will show you the true status of your clients’ assets and your P/L for
any selected period
Di�erent reports to help you to collect
the data for CySEC reports
Scalpers report to identify scalpers
and price arbitrager cheaters
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Customize reports or create any
report you want by choosing the
relevant data
Pro�le registration report
Partners report
Additional reports can be added
or developed on demand
FX BACK OFFICEwww.fxbackoffice.com
IB MANAGMENT
Multi-level IB scheme (up to 6 levels or more on demand)
A variety of di�erent IB schemes available from point per lot to CPA.Custom IB schemes can
be developed upon request
Money transfers from a speci�c IB to any client in the system
IB performance information and commission paid to date
Banners and promotional materials uploading feature, a�liate link creation
CRM role for IBs under which they could manage their own referrals
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FX BACK OFFICEwww.fxbackoffice.com
MARKETING
Create di�erent marketing campaigns inside our CRM
Monitor and control the success of your campaigns
Close/Edit existing campaigns
Find out where your clients are coming from using the 'Marketing Campaign Statistics' tool
Good marketing is the cornerstone of every successful �nancial company. With our market-
ing tools you will be able to see exactly how on-point your Marketing department is in
terms of the development and expansion of your clientele. By checking your marketing
performance within our CRM, you can instantly correct or adjust your existing marketing
campaigns and decrease your cost of conversion.
CLIENT’S CABINET
Easy to use solution for your clients to manage their accounts, deposit & withdraw money and much more.
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Opening Live & Demo trading accounts
Changing the account leverage
Request a swap-free account
Changes/updates of personal and contact information
Send Deposits / Withdrawal requests
Internal money transfers between own accounts
Checking the status of pending transfers and requests
Upload the documents for KYC and check the status of
their approval
Fill in the KYC questionnaire with the automatic scoring
system
Instant access to live chat
Available in multiple languages
FX BACK OFFICEwww.fxbackoffice.com
PARTNERS AND IBS
The Partnership area is integrated into the Client’s cabinet which makes it easier for the partners to manage their referrals and own trading accounts.
Multi-level IB commission scheme
Access to a list of existing referrals
Current partnership agreement info
Partners URL creation
Managing existing URLs
Access to Banners and other Promo materials provided by the company
Referrals statistics
Commission statistics
IB access to the back o�ce
Access to the trading account history including open trades
Possibility to verify or approve some of the client’s informa-tion or documents
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FX BACK OFFICEwww.fxbackoffice.com
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FX BACK OFFICEwww.fxbackoffice.com
PAMM – PROFIT ALLOCATION MONEY MANAGEMENT
Let your managers focus on their trading performance with our PAMM system and
leave us all the routine work of optizing, providing and maintaining the
infrastructure. Each manager can have a separate portfolio account for a different
strategy with no limitations on the amount of managed accounts, and access to
the internal account information containing the number of investors and their
deposits or withdrawals.
Your clients can invest in multiple PAMM managers with one click, and have direct
access to the PAMM managers from the Client’s cabinet or your website. Our easy
withdrawal mechanism will give investors more confidence and security. Our
comprehensive PAMM statistics will let investors make an educated investment
decision that will satisfy their risk appetite criteria.
CONTACT INFORMATION
With our solution you will not only save your time and money, but will ulti-
mately grow your business faster - avoiding all the painstaking design,
development, structure, textual, legal, and of course testing involved in
doing it yourself.
CHOOSE FX BACK OFFICE TODAY, FOR A FASTER,
MORE SUCCESSFUL TOMORROW
Phone: + 357 25 10 34 19
Mobile: + 357 955 90 559
E-mail: sales@fxbackoffice.com
Website: www.fxbackoffice.com
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FX BACK OFFICEwww.fxbackoffice.com
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