CRM Trading Solutions. Build personal experiences that put the customer at the center of trading. Integrated sales, service, and marketing CRM — trusted by top world’s financial companies.

Tradesmarter offers the broadest range of CFD asset classes with Forex and digital asset liquidity via direct fix API or via One Zero hub. We offer both chat & telephony solution integrated fully to our CRM as well as agent mail system to support the high demand of remotely working.

The best CRM specifically for Trading Trading requires a proper understanding of the current market trends and financial management. You also have to track your investments and calculate the ROI.

With FXBO’s Prop Trading CRM, you’ll streamline challenges, automate trader management, and track real-time performance with ease. Save time, maximize earnings, and watch your trading firm grow — efficiency and success, all in one platform!

Singletrack is the #1 capital markets CRM and client engagement platform powering investment banks, independent research providers, and more.

Feb 4, 2025 · A modern trading CRM is no longer a luxury—it is the backbone of a successful brokerage. Whether you are looking to streamline operations, enhance client engagement, or improve compliance , investing in an advanced CRM solution is the key to long-term success.

Tier1 empowers research, sales, trading and banking teams to maximize revenue by proactively managing client relationships at the speed of digital. Watch a Quick Demo. Prompt insights fueled by data-driven intelligence to drive revenue generating interactions.

BIQ CRM's automation suite empowers your Forex brokerage to operate with unparalleled efficiency. From streamlined client registration and onboarding, to automated trade and risk management, BIQ handles the time-consuming back-office functions.

Our retail brokerage CRM is a comprehensive solution for managing sales and customer relationships. It has a user-friendly interface, powerful dashboard, performance tracking, and seamless integrations with other systems, providing real-time data and analytics.

Trading application to trade on equities, CFD, Forex, Commodities and other market assets. CRM powered by a custom trading engine, boasts advanced risk management and selection of account currencies the application include both web and mobile instances.