Back Office

The backbone of your brokerage business.

“Operating a Forex broker is challenging. The day-to-day operational tasks need to be handled with speed and accuracy. As a broker, you need especially fast on-boarding to offer clients the best experiences and flexible spreading to be able to react to the market fast enough. Therefore, finding the right Forex back office is essential.”

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Back Office

Back Office - Get a free demo

Faster client onboarding and personalised service

Experience the strength of our BrokerTools’ Forex Back Office – a tailored account management tool built with Forex focus.
With our solution for customer management, you get a reliable and efficient system to manage your clients’ data, KYC process and trading platform configuration. You also have access to in-depth reporting and business intelligence. This Forex Back Office works perfectly with our Trader’s Room and offers you the best combination.

Link Tracking

Create tracking links

Digital Agreement

Sign agreement online

Smarter KYC

Smart KYC with lookup tools

Deposits/Withdrawals

Use preferred payment methods

Automatic account creation

Create account automatically after KYC.

  • Trader fills in a sign-up form

    The form can be customized with any field. There are tracking options allowing broker admin to monitor and assist in the sign-up process. The flow can be customized for customer segmentation with specific links to enable special groups for traders.

  • Client redirected to Trader's Room

    Trader can self-manage his/her KYC documents, sign agreement online. The account opening process is as smooth as possible. Broker admin does not need to take care of all details.

  • Broker admin handles KYC and approves account

    A sales manager or broker admin will receive a notification by email upon a sign-up. Therefore the client can get approved right after the sign-up. Third-party KYC lookup tools can be integrated to automate this process too.

  • Trader makes deposit to his/her account

    Once trader gets the KYC approved, he/she can self-manage deposit in the Trader’s Room. More than 10 major payment providers are integrated. It is easy for brokers to accept payment from various methods. Forex back office payment methods include wire transfer, Visa/Mastercard, and Unionpay.

  • Client starts trading!

    Now that the deposit is done. Trader can start trading immediately.

What else is included in our Back Office module?

See yourself how some of your everyday routines can be handled by BrokerTools’ Forex Back Office.

  • KYC

    Stay compliant yet efficient with our KYC tools

    • - Streamlined process driven by customer
    • - Fully customizable per client type, type, trader, corporate or IB
    • - Third party KYC automation available

     

  • CCM

    Manage your trading platform in real-time and from anywhere

    • - Easy connection and synchronization of data through WebAPI
    • - Change live spreads instantly to reduce your risk
    • - Manage trading accounts, client groups and order routing in an easy to use and responsive interface

  • BI Reporting

    Full access to your business data to ensure smart decision making

    • - Track revenues and expenses on a daily basis per subsection
    • - Easy to drill down into report to analyse where the numbers come from

  • Risk Management

    STP or Warehousing - it's your choice

    • - Instantly move clients between STP or Warehouse
    • - Better view to keep track-split on A & B book exposure
    • - Manage risk by controlling margin requirements and leverage per group or individual account level

Learn more about our modules

CRM

CRM

Learn more
Trader's Room

Trader's Room

Learn more
Partner Management

Partner Management

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Asset Management

Asset Management

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Social Trading

Social Trading

Learn more

What will you get?

Personal account manager — enjoy special care from a resource that knows your business

Professional training — our skilled support team will guide you in every step of the way

Lifetime upgrades — instantly get access to new core features in the platform

Customer support 24/6 — speak to us via phone, email or chat

Need more solutions?
Contact us for a custom offer.

Explore how our technology can help you start a broker business.

Request a private session with one of our sales representatives and learn how we can help you grow and optimize your business.

Get a free demo

Get a free demo
Back Office

Back Office - Get a free demo

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Free ebook BrokerTools

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