Fin Pro Holdings INC

Fin Pro Holdings INC - Client Profile

As a leading FX Broker, FinPro FX aims to build responsible development of global online trading services market by empowering investors with smart online tools backed by customer service to help them focus on new market opportunities. They have been awarded Best FX Broker for South East Asia and Best FX Broker for Western Europe, in recognition of their state of the art technology, exemplary customer service and transparent approach to trading.

Client Requirement

Fin Pro Trade wanted a manageable CRM which can support their strategy where clients gain knowledge as successful trading depends on understanding and interpreting the markets as they move. They wanted to incorporate something like daily Market Expert News, economic calendars, all designed to arm them with the up-to-date market intelligence their client's need.

Moving further, the essential module or we can say their promotion strategy which includes free practice account opening system without any intrusion was their main requirement.

Being in a Forex Industry, Fin Pro Trade was also in search of flexible IB module as they were clear about the Forex Introducing Broker Program which was an opportunity for both individuals and companies to receive a commission for introducing clients to Fin Pro FX.

Our Solution

We were very clear about the possible solution when we examined each and every condition. For the "Auto-Approved" demo account openings, from Trader's Room client, as well as Broker, is accessible to the same. The client can always delineate the number of practice accounts they want their clients to open.

When we talk about the IB Module, CRM and Trader's Room system is flexible and has ways to set the commission type depending on the broker’s choice. Instant automatic commission calculation and full access to client's statement in terms of reports was a major addition. From CRM, Broker is able to define flexible and competitive commission structures including revenue sharing. From Traders' Room, Withdrawal of commissions at any point time make the system a recommended choice for the client's of Fin Pro.


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Trader’s Room

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