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Forex Back-Office software is designed for the operational control and management of a brokerage’s business processes. It enables back-office employees to monitor client activity, including deposits, withdrawal requests, and transaction history.
The system also provides detailed insights into partner activities, supports client management, and seamlessly integrates with 6 leading trading platforms: Trading Platform 4 or 5, cTrader, dxTrade, MatchTrader, TradeLocker, Finalto ClearPro.
A well-designed Back-Office system can significantly elevate service quality by enhancing productivity, ensuring regulatory compliance, and providing comprehensive support, ultimately improving client satisfaction and boosting the company’s reputation.
It is built for managers, support staff and administrators who need to streamline operations, manage accounts, ensure regulatory compliance, and handle reporting processes efficiently, all within a centralized, user-friendly platform designed to support business growth.
You can view and edit all the information about a user. This includes transactions, trading history, documents, and even marketing information like the registration page.
Affiliate programs with unlimited levels allow to view a list of partners, the number of their clients, and detailed reports. Here, you can also adjust, approve or reject rewards and commissions.
This section is designed for the finance department. Here, you can see the history of deposits and either reject or approve withdrawal requests.
This section allows managers to manage bonus conditions, grant personal bonuses, and upload promotional materials.
The UpTrader Forex Back-office provides easy compliance by allowing document uploads and secure storage to verify clients’ identities.
You can initiate a chat with a client directly in the BackOffice. During the chat, you will be able to see all the information about this client.
$1999
per month
$ Bonus Module
$ Statuses Module
x MAMM / PAMM
x Sales Team Module
x Prop Firm Module
x Advanced IB Features
x Full White Label
x Custom Development
Bonus Module
$ MAMM / PAMM
$ Sales Team Module
$ Prop Firm Module
x Full White Label
x Custom Development
$ MAMM / PAMM
$ Sales Team Module
$ Prop Firm Module
x Full White Label
x Custom Development
The Partners section allows you to manage IB relationships smoothly by providing a view of all partners and the number of clients associated with each partner.
Click on a specific partner, and their user card with all their clients, current balance, and reports will be displayed.
A broker can see online reports or download Excel files with all the financial details of any IB and Sub IB.
In this section, you can review the rewards earned by each partner over a specified time period. The system automatically calculates the commission, however, a broker can edit the commission amount at this stage, approve or reject it.
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