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
