SlideShare a Scribd company logo
Solutions for your brokerage
business
TECHYSQUAD
CRM
CRM
Main Structure
Admin You
Back office Your staff
Client Interface Your customers
Choose your color
All the necessary trading
tools
Easy and user-friendly
interface
Comprehensive data
All the ready-to-use
business process for
your brokerage firm
2
CLIENT
INTERFACE
CLIENT
• Smooth registration
• Instant verification in a few clicks
• No routine processes for clients
3
DEPOSITS AND
WITHDRAWALS
CLIENT
Your clients have all the records
on their payments in one place
4
EASY
ACCOUNT
MANAGEMENT
CLIENT
Open a new account in a couple
of clicks, select its leverage,
currency
Change account parameters
Seamlessly log in to the trading
terminal without entering
credentials
5
PARTNERSHIP
SECTION
CLIENT
Detailed Report System
Allows monitoring partnership
rewards down to each deal
Automated Payments
Partnership reward is calculated
automatically
Flexible Rewards
A broker can offer a partner a
few options of margin and
reward models or elaborate
individual conditions
6
USEFULL
CONTENTS
FOR TRADERS
CLIENT
All the main global economic
events in trader’s room
Clients are stimulated to
analyze the market and raise
their activity
7
News Technical analysis Calendar
BUILT-IN
SUPPORT YSTEM
BACK OFFICE & ADMIN
Help your clients to solve any
issues
Monitor your support
department
See the history and status of all
your client’s requests
8
BUSINESS
WITHOUT ORDERS
PAYMENT
Accept payments from any
country using our integrations
Additional integrations available
on request
9
Solutions for your brokerage
business
India Office
Titanium Heights,
Opp. Vadafone House,
Corporate Road, Makarba,
Ahmedabad, Gujarat 380015.
Mobile: +91 9898687931
Email: crm@techysquad.com
www.techysquad.com

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