MT4, MT5, Sirix XForce & XOH Integrated
With opening, international & inclusive philosophy, HAAME has integrated with MetaQuotes' MT4 & MT5, Leverate's Sirix, Fortex's XForce and XTB's XOH trading platforms, and more on the go.
A leading CRM for brokerages to manage KYC, trading accounts, deposit & withdral, etc., and provide maximum flexibility for brokerages to customize or self-define its referral & commission rebate mechanism.
With opening, international & inclusive philosophy, HAAME has integrated with MetaQuotes' MT4 & MT5, Leverate's Sirix, Fortex's XForce and XTB's XOH trading platforms, and more on the go.
Financial institutions have higher standards for data security, the CRM program and database both installed on the broker's own server, with physical isolation for database security.
We provide API solutions for brokerages or exchanges to integrate or expand CRM with other systems or businesses, for example, login and third-party payment senarios.
Self-define how many layers to rebate and its rebate parameters for each layer. Furthermore, everyone's parameter can be set different to provide the greatest flexibility for brokerages.
Statistics and data queries are very important and frequent usage scenarios, we provide diversified data reports and filter functions to satisfy brokerges different requirements.
Enable interactions between clients and brokerages via email, SMS, ticket, telegram bot, livechat, internal msg and popup msg, etc.
Know Your Customer, a very important scenario for compliance and regulation, you can customize or self-define different KYC contents for customers in different language countries.
Set up multiple domain names for CRM, no matter which one to click, finally visit to the same target, therefore enhance the reliability of CRM.
Classify CRM users into roles and set different access permissions. Sending messages or opening thrid-party payment channels to designated roles etc.
Create promotion links for different marketing activities, channels, or introducing brokers, so as to evaluate marketing effectiveness.
A complete and clear customer tree-map for brokerages to browse the superiors and subordinates between different customers.
Set the range of viewing data for a CRM manager to isolate his permission. Or filter the data of a specified IB or user's subordinates with account range.
Multi-reviewers can be set for KYC, deposit, withdrawl, leverage and commission reviewing senarios to strengthen brokerages' internal managment.
PAMM funding mode, also known as a trust & scocial trading service, can be integrated into CRM to facilitate brokerages' AMC business.