Remove bottlenecks and streamline your brokerage back office processes. Tradesoft is a broker management platform including: compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, requests, reporting and more.
Forex CRM
Tradesoft Whitelabel
Financial Licensing
Custom Development
Know exactly how much profit you made in the last 24 hours with automated revenue reports indicating earnings from all your data sources and platforms.
Get out-of-the-box reporting for commissions, spread markups, transaction fees, conversions, and dealing desk revenue.
Export your chosen data to Excel for even more detailed analysis.
Streamline KYC processing and account opening for traders. Whether during or post-registration, clients can share relevant documents for immediate review. Your team can send auto-reminders from the document center to chase incomplete document uploads and increase client approval rates.
Proving compliance is now much easier and you don’t have to hassle your customers or administrators for updates.
Easily buy and sell crypto
Get tailored resources to learn crypto
Earn interest on your crypto assets