Transform Your Trading With High-Performance CRM Platforms

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About CRM Platforms

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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.

Advantages of the CRM platform

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.

1. Advanced brokers management

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.

  • Track and manage employees with advanced dashboard analytics;
  • Define employee roles specific to your organization;
  • Add new employees with roles;
  • Create employee groups and define group leads and members;
  • Customize permissions for each employee and create permission presets;
  • Track detailed activity history of your employees.

3. Track and manage transaction

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.

  • Track and manage deposits and withdrawals;
  • Monitor live transactions analytics.

5. Market data management

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.

  • Choose Exchanges you wish to use on your platform;
  • Select and enable symbols for each trader level;
  • Customize symbol details and trading specifications.

2. Advanced traders management

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.

  • Comprehensive dashboard for quick overview of traders and their activity;
  • Focused traders lists for each of your employee customized by roles;
  • Monitor detailed live performance of your traders and their trading activity;
  • Engage with traders through integrated VoIP solution or email;
  • Create and define different trader levels and customize user conditions;

4. Affiliates management

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.

  • Add new affiliates quickly;
  • Enable and disable affiliates easily when needed through CRM;
  • Receive and integrate API for affiliates;
  • Receive technical support from a team of experts.

6. Improve your CRM experience

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.

Why choose Starnet?

High-quality product development

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.

Efficient bug resolution services

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.

Expert craftsmanship

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.

Robust data security measures

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.

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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!


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