Product broker

In-a-box solution for your fintech company

Metasoft provides a full set of services packed in a single smart solution with all features needed to run your brokerage successfully.

Product broker Basic

This solution includes a starter package for a new broker:

• User Personal Area
• CRM
• CMS
• Website for your company

User Personal Area

Metasoft  solution aggregates personal and trading data allowing clients to register, manage accounts and personal data, deposit and withdraw funds, etc. This solution enables brokerages to implement various marketing strategies such as launching bonus programs. Personal Area is integrated with several trading platforms, including MetaTrader4 and MetaTrader5.

 CRM for traders

Metasoft CRM provides your clients with a handy dashboard within modern interface:

• To register and manage their accounts.
• To deposit/withdraw funds.
• To look into the full trading history.

It also:

• Helps to manage your partner accounts and bonuses and see all your clients and their trading results right in the interface.
• Partner program can be easily integrated into your brokerage website.
• Has its own documents verification system to conduct KYC identity proof procedure according to CySEC regulatory requirements.
• Has its own support system. Has administrative panel with lots of settings to customize your interface and various notifications.

CMS

Metasoft CMS solutions simplifies the work of your organization. It will deliver all your requirements effortlessly, starting from monitoring new leads, viewing deposits and withdrawals to logging calls and emails and providing daily updates on transactions.

Website

Metasoft can create a website for your brokerage. We provide branding, copywriting, responsive design and web development. Websites developed by Metasoft are fully integrated with our of products.

Additional plug-ins

For those companies that require the full set of services right from the start Metasoft offers an additional pack of plug-ins for the basic Product Broker set.

Plug-ins to consider:

• Billing
• KYC (know your customer)
• KPI
• NPS
• Various promo features (bonuses and loyalty program)
• Partnership program
• Multilingual website

Let us develop a solution perfectly tailored for your needs