Traders Room

For over 10 years we have been doing what we do best: deploying our customized Forex Trader’s Room and other Brokerage Solutions that lead to success. 

A complete Retail Forex Backoffice engineered for growth

Web-based portal built for you but designed specifically with your Traders in mind. Behind the secure login of the Octalas trading platform and MT4 or MT5 Trader’s Room you and your clients will have access to thousands of features, from registering new accounts to electronic deposits to managing Trading Platform workflows.

On the Mission

Client Onboarding
Sales pipeline: Live & Demo Accounts, Leads, Data Import.
KYC
Validate Customer Details via KYC/AML tools or internally.
Delegating
Assign jobs by Roles, Departments, Locations and more.
Deposits & Withdrawals
Process Secure Payments via Multi-Channel Payment Aggregators.
Retention and Growth
Incentivize Deposits. Promote New Offers.
Quality Assurance
Provide Multi-Chanel Customer Support on an unprecedented level.
Marketing Solutions
Implement various Marketing Strategies Inbound and Outbound.
Analytics
With Advanced Reporting based on Sales and Trading Data.
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Step 1. The Potential Customer
The Lead journey will start from a registration page or a landing page
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Step 2. The Clever AI
Will follow the set conditions to assign Bill to Jake, who is in an specific office, Time Zone, and speaks Bill’s Language
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Step 3. Jake from Sales
Will become the first point of contact, making sure Bill completes the investment.
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Step 4. KYC
Documents verification can be done manually or with help of third parties.
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Step 5. Delegating Responsibilities
Once the documents have been approved, the Custom Forex Backoffice will be used to assign tasks so that no time is wasted.
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Step 6. Making a deposit
Now it’s time for Bill to fund his account and start trading. We work with hundreds of processors including crypto PSPs.
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Step 7. Andrea is Jake’s boss
Once in a while Andrea reviews the CRM and checks on the team progress.

Retention and Growth

Complete set of tools to enable the development of Traders: Multi-Level IBs MAM/PAMM CPA Affiliates Bonus Systems

Quality Assurance

Explore All the Ways to Connect with your Clients: Live Chat Feedback Collection Support Ticket System Phone Systems Integration

Marketing Solutions

Where All of Your Marketing Tools Come Together: IB referrals Landing Pages Mass Email Call Center

Customize your CRM and Traders Room with the Octalas Group

For over 20 years we have been doing what we do best: deploying our customized Forex Trader’s Room and other Brokerage Solutions that lead to success. Every deployment is different and accompanied by a generous personalized approach by your Dedicated Project manager and the Dev Team.

Let’s Collaborate with Us!

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

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Contact Us!

Stone House Youghal, Cork, Ireland. Churchill Towers, Business Bay, Dubai, UAE.

Call us: (353) 15-6666-40

Mail: in**@*****as.com

Mon – Sat: 8.00am – 18.00pm / Holiday : Closed