Trader's Room

The Trader’s Room is a web-based portal built for you but designed specifically with your traders in mind. Under the secure login you and your clients will have access to thousands of features, from registering new accounts to electronic deposits to managing system languages and live chat. The system offers so many functions that the best way to describe it is to experience it.

9:06 am

Meet John

John has been browsing your website and decided to fill out the registration form.

9:10 am

This is Jake

He is designated by the broker to be a sales agent.

As soon as John opens an account Jake receives emails from the CRM

New live account registration: John Oliver 9:10 am
Compliance documents have been uploaded: John Oliver 9:15 am

Jake logs into Trader's Room to review the submitted information

Finally, Jake approves John's application

9:20 am

John gets an update

He can now make a deposit and start trading.

John gets an email notification from the broker

Thank you for opening an account with us. Confirm your email. 9:15 am
John, the broker has approved your account, please make a deposit. 9:20 am

He makes an electronic deposit and starts trading

9:30 am

Andrea is Jake's boss

Once in a while Andrea reviews the CRM and checks on her team of 10 agents.

New live account registration: John Oliver 9:10 am
John Oliver' account has been approved 9:20 am
12:20 pm

John made a profit!

He now wants to make a withdrawal request.

12:30 pm

Mike works in accounting

He only receives withdrawal requests per Andrea's settings.

Mike gets an email notification and proceeds to attend to the request

Withdrawal request from John Oliver: 1,000 USD 12:30 pm

He approves the withdrawal request and makes a wire transfer to Bill

1:30 pm

John is concerned

He has not yet received his funds. He initiates a live chat and gets his questions answered.

1:31 pm

John is happy

He was able to start trading within minutes and had all of his concerns attended to.

and

Andrea is happy too

She knows that her team stays on top of their work so she can attend to other matters.

What do you want John to do next?

John opens another MT4 account

He decided to try trading in a different currency base.

John reviews his statement online

He made a deposit and placed a few trades. Everything is correct.

John transfers funds from one of his MT4 accounts to another

The automatic currency conversion is performed in case of different currency bases.

John becomes an IB, refers traders and gets paid

He can also see analytics on how much commission he has collected and from whom.

John becomes a Money Manager or Investor

He can contribute to the fund immediately or be featured as a Money Manager on the broker's site.

John places a few trades in his browser

He likes to run Broker-provided EAs without having to have his PC on all the time.

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

Traders can open and manage multiple trading accounts. It may be useful if the broker offers multiple base currencies or multiple account types. If the trader was previously approved by the broker the MT4 will open instantly without requiring a secondary broker's approval.

Get a Demo Now

MULTI-LEVEL IB LOGIC FOR MT4

Increase your brokerage’s growth and potential by using Trader’s Room multi-tier functionality to expand your IB business (IBs within IBs).

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FOREX CRM

Never lose any leads and keep track of all activity in one place. Trader’s Room has a built-in CRM and Task Manager. Trader activity such as deposits or withdrawals...

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For more information contact us