Broker Solution

Broker (Exchange) Solution

Business management, business reports, detailed monitoring are all available
Fully standardize and simplify business processes

Broker Solution

Efficient operation management system customized for brokers (exchanges)

Broker Solution (Broker Solution) provides brokers (exchanges) with institutions, customer operations, business operation management, business results analysis and other business and operation management functions.

  • CRM management
    According to the needs of the organization, manage potential and unsigned customers, and perform operations such as adding, maintaining, querying, returning visits and remarks to all channel customers.
  • Foreign exchange transaction management
    Set tradable foreign exchange products, transaction methods (by lot/by transaction volume) and related handling fees and other detailed settings, which can be grouped and managed for different institutions.
  • Real time monitoring
    Real-time monitoring of the positions, investment amounts and risk ratios of customers and institutions, and timely detection of risks in transactions, is helpful for the detection and handling of dishonest customers.
  • Live video operation
    It can perform room management, lecturer management, course management, membership management, authority management, etc., and manage and operate video live broadcast services.
  • Institutional management
    Using role-based authority management, you can set up exclusive roles for different organizations and assign corresponding control authority, such as business management, configuration management, and monitoring statistics.
  • MTF transaction management
    Through MTF matching transactions, the operation centers, clearing institutions, brokerage agencies, IBs, and investors in the trading platform will conduct matching transactions on the principle of price priority and time priority.
  • Management analysis
    In the form of reports, statistical analysis of the data of institutions and customers, such as settlement reports, rebate reports, position closing details, account funds and income, profit and loss reports, etc.
  • Intelligent documentary management
    You can set the maximum order volume, minimum lot size, maximum position, etc. for copying by lot and proportionally. The copying method, risk control method, account activation and other settings are all available.
  • Money management
    Including the definition of deposit and withdrawal system, deposit and withdrawal review management, bank and third party payment channels, etc. It is convenient to manage transaction funds to meet the diverse payment needs of customers.
  • Option trading management
    It can flexibly set the types, types, trading time periods, investment amount and other parameters that can be traded on the platform, and group management can be carried out, so that everything is under control.
  • Promotion activities
    Reward methods such as bonuses, points, and commissions can be customized according to user account opening, trading, sharing, recommendation and other business behaviors to increase user participation and enthusiasm for sharing recommendations, and improve platform visibility and activity.
  • Stay tuned
One-stop financial platform, leading efficiently

Broker Solution superior advantages

  • Powerful background management

    Adopt "T+ safe, convenient and systematic function management to simplify the process

  • Perfect report system

    The details are detailed, no matter how complicated the accounts are

  • Role-based permission management

    Support to configure exclusive permissions for exclusive roles of institutions, channels, and customers

  • Rich business operation management

    The business management system centered on expanding and serving customers is customized for brokers/exchanges.

Leading solutions and full service system
Let you build the most excellent system in the shortest time and the lowest cost
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