Back Office Software For CFD/FX Brokers
Goldstones easy to use back-office software provides brokers with the ability to run the daily operations of their brokerage effectively and efficiently. With many features including group management, ability to track monetary flows, account creation, IB management, reporting tools and much more we help brokers streamline complex processes to increase productivity.
Benefits of the Back Office Software
Goldstones back-office software is committed to supporting you at every stage by offering a number of ready-made integrations to speed things up.
Client Account Management – Create client profiles quickly and store personal data, while tracking client balances allowing you to improve your financial organisation. Transfer funds with multi-currency accounts, issues refunds and much more.
Partnership Plans – Multilevel partnership programs and different schemes to offer introducing brokers various opportunities. Manage IBs through our software that calculates partner commissions and utilise custom rebate plans. Configure and customise these offerings to partners the way you want.
Reporting tools – With our reporting tools you can create an array of different reports based on the data stored. You can generate reports ranging from, but not limited to, deposits, withdrawals, trading activity, earnings and losses in order to meet the needs of regulators and show them clearly how you operate.
Marketing tools – See the activities of traders using our reporting, you can then group these traders into different categories and market directly to these different groups based on data collected.
Manage Access - Manage the limitations of different admins who use the back-office software. In order to protect client’s data, utilise our user permissions function.
KYC And AML Tools - KYC (Know Your Customer) and AML (Anti-Money Laundering) tools are absolutely vital requirements to enforce compliance procedures. Goldstones back-office software will integrate these in order to prevent suspicious activity and enhance visibility to regulators.
Payment Processor – By integrating our back-office software to multiple external payment systems clients will face no hassles when depositing funds, it will be a quick and smooth process with no complications.