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About

Altrogi is a white-label trading platform and brokerage CRM for forex and CFD brokers, multi-brand brokerage groups, and operators launching a branded trading business without building the technology. Three connected apps run as one system: a branded client portal where customers register, pass identity checks, hold wallets and request deposits and withdrawals; a browser and mobile trading platform with live pricing, built-in charting, market, limit and stop orders, stop loss and take profit; and a back-office CRM where sales, retention, compliance and finance work from one client record. The CRM covers lead pools and assignment, KYC review, two-person approval of every money movement with a full audit trail, configurable account types and margin thresholds, and reporting on client funds, open risk and approval speed. Copy trading, introducing-broker commissions, loyalty and investment plans can be enabled. Every brand runs under its own domain with its own separate data store.

About

Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Forex and CFD brokers, white-label brokerage operators, multi-brand brokerage groups, brokerage back offices, sales and retention desks, compliance and finance teams, and introducing-broker networks

Audience

Brokers searching for a CRM solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$1500
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Altrogi
Founded: 2022
United States
altrogi.com

Company Information

Finosoft
www.finosoft.com

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Categories

Financial CRM Supported

Categories

Financial CRM Supported

Integrations

Solitics Not Supported

Integrations

Solitics Supported
Claim Altrogi and update features and information
Claim Altrogi and update features and information
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Claim Finosoft and update features and information