Transform Your Trading With High-Performance CRM Platforms
Stay ahead of the competition with our cutting-edge technology and unparalleled performance.
About CRM Platforms
CRM is an all-in-one solution designed to help retail brokerage companies manage their trading business and customer relationships effectively. The system is built for high-performance trading experience.
With a user-friendly interface that allows for easy navigation and streamlined workflow, making it simple for brokers to manage their leads, track business progress and communicate directly with traders. Helvetic CRM includes a powerful dashboard that provides real-time data and analytics, giving brokers a clear overview of their performance.
The CRM is also designed for easy integrations, it can seamlessly integrate with other systems such as liquidity providers, VoIP solutions, financial analysis tools, providing a comprehensive solution for managing customer relationships. Additionally, it offers robust security features that allow retail brokerage firms to control access to the system, ensuring that only authorized personnel can access sensitive client data.
You can define different roles in your company and assign them to groups. Each group will have a manager which can manage and track brokers activity history. With advanced permissions setup, you can easily customize the solution to your needs and business.
Use advanced monitoring of live tracking of all transactions from your traders, including crypto, wire and credit card payments. Keep track of all the deposits and withdrawals from your traders so you can identify patterns and make informed decisions about financial activities on your platform.
Helvetic CRM enables you with customization of market data sources, symbols, and trading specifications for informed decision-making and risk management. It helps your brokerage company stay ahead and minimize risk.
With Helvetic CRM you get the best user experience when it comes to tracking, managing and interacting with your traders. Assigning traders to your agents, tracking their trading and activity history and interacting with them through our CRM will help you improve your business and speed up your company growth.
Our affiliate management streamlines your organization’s affiliate program and drives growth through efficient administration, integration of API and support from our team of experts.
With expert support and a user-friendly interface, our retail brokerage CRM is the ideal solution for brokerage companies looking to improve their business performance and build stronger client relationships.
We are dedicated to providing top-notch mobile applications that fulfill the demands of our clients and go above and beyond their expectations. Our team of talented developers uses cutting-edge techniques and tools to build dependable, scalable, and user-friendly mobile applications.
The skilled programmers on our team are aware of how bugs and glitches can affect the usability and user experience of mobile applications. We have a strict bug tracking and resolution mechanism in place as a result, making sure that any issues are dealt with quickly and effectively.
The highly qualified designers, developers, and engineers on our mobile app development team contribute knowledge and innovation to every project. We take pleasure in our ability to design unique mobile solutions that are catered to the specific needs and objectives of our clients.
We are aware of how crucial data security is in the current digital environment. In order to protect our clients' data at every stage of the development process, from data collection to storage and transmission, our team adheres to industry best practices.
Get in touch
Don't wait any longer to achieve your digital goals - work with Starnet's professionals today and discover the power of our cutting-edge digital solutions. Together, let's take your business to the next level!
Every business has unique needs, which is why we offer a wide range of customizable software & business development services, such as e-commerce optimization, local search optimization, display advertising and more.