Gold-i Broker 360
- Impressive customer onboarding, analytics and CRM tool
- Works with leading global payment providers
- Client segmentation and marketing automation tools
- Cloud-based solution
Activate and retain clients more effectively
Gold-i Broker 360, powered by TradeCore, is an impressive customer onboarding, analytics and CRM tool. It helps MetaTrader brokers gain more knowledge about their clients than ever before, enabling them to activate and retain customers more effectively.
This innovative, cloud-based solution collates all data - including trading information – into a single hub, allowing brokers to perform powerful customer analytics and devise appropriate strategies for different clients. It is compliant with leading global regulators and can be integrated with multiple trading platforms.
Helping a brokerage to grow
Ideal for both start-up and existing brokers, Gold-i Broker 360 adds value to a brokerage by providing comprehensive insight into client trading activities, marketing automation and segmentation, client profitability analysis and the most all-encompassing reporting on the market.
Gold-i Broker 360 Lite is available for start-ups, with added functionality in the Enterprise Version, which has been developed for established and growing brokers.
- Registration form and Client Portal for live and demo accounts
- Integration with MT4 (automated account creation, automated deposits, withdrawals requests, multiple trading account functionality)
- CRM / Back Office Email system (transactional emails and email alerts)
- Hosting and support
- Integration with payment providers
- KYC (upload documents in client portal, approve clients from back office, AML checks)
Enterprise version (additional functionality):
- MT4 import (import open and closed positions and view detailed customer trading statistics)
- Executive Dashboard
- Marketing Segmentation and Campaigns
- Bonus system
- Introducing Broker / Affiliate system