Where seriously Smart Meets surprisingly Simple

A complete back-office, CRM solution that helps you automate tedious administrative processes and manage your operations more efficiently. Access powerful tools to configure and manage workflows, databases and client interactions from a single, intuitive interface.

• Automated lead / customer management
• Intelligent real-time analytics Dashboard to monitor all your business KPIs
• User access management and role assignments
• Turnkey, automated marketing campaign management via email and social media
• Single inbox for all your client communications – documents, conversations, threads.
• Production ready API integration with MT4 / MT5 as well as FIX based trading platforms
• Configurable financial reporting for regulators (ASIC, CySEC, FCA & others)

Acquire, Engage, Stimulate, Grow Your Client Base

Serious, low risk, bang for buck taste of how good BROKER365 really is.

Our versatile Contest Module integrates with any trading platform, allowing the ad-hoc creation of multiple and simultaneous competitions, customised leader boards, engagement in related promotional activities, all resulting in regular generation of captive, well qualified leads.

• Create your branded contest online in less than 5 mins, yes less time than it takes to make a nice double ristretto
• Support for scheduled or on-demand contests
• Fully automated marketing campaign management via email and integrated social media
• Supports both virtual and real funds
• Partner ready to support Affiliates and IBs contests
• Production ready API Integration with MT4 / MT5 and FIX based trading platforms
• White label, no brand dilution capability

Redefine Affiliate & IB Management

Attract highly coveted Affiliates and IBs with a trusted, transparent platform that offers unprecedented levels of empowerment with all the sales, marketing and back office tools to manage the most demanding of client portfolios.

• Intelligent, real-time analytics dashboard to monitor Business KPIs
• Allows complex, multi-level Affiliate and IB partner programs with almost infinitely flexible commission models
• Fully automated, complex commission calculation & tracking to provide transparency and build trust with partners
• Integrated sales, marketing and back office tools for partners to manage their client portfolios
• Unique URL links & referral codes automatically tag and identify clients to their referring IB

Empower, Educate and Encourage Your Traders

Social client interaction generally and copy trading specifically is becoming an increasingly attractive avenue to lower CPA’s, increase active client numbers, volume growth and revenue.

• Single account, multiple investment opportunities
• Expand your own trading community of top traders and investors
• Enable top traders to create, publish, manage and promote awareness of their strategies on the platform
• Real-time top traders leaderboard
• Enable Social Trading, Managed Accounts ( MAM / PAMM / Pool Sharing ) for your clients
• Fully automated Fee calculations ( Performance Fee, Management Fee, Upfront fee, Subscription Fees ) with automated reports and statements End of BROKER365