All-in-One CRM

A back-office technology suite that covers all operational and regulatory needs of the broker. Includes sales, marketing, finance and compliance modules, seamlessly interconnected, that improve customer experience and boost broker’s efficiency.

Manage system accesses and user roles in TradeTech’s Client portal – platform that utilizes all broker modules and tools via SSO login. 

Entire solution is platform independent and is securely hosted in AWS cloud.

TradeTech360 Brain – the flagship of the offering, interacts with all systems and utilizes a central data warehouse for all information.

It’s unparalleled functionality allows to pre-set the parameters for all processes such as onboarding, KYC verification, automated e-mail notifications, AML, and of course deposit and withdrawal interactions with third party PSP providers.

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