V7.26.0 - Full Integration of Fortex Trading Platform with Your CRM
Learn about all the details of all our recent CRM updates here.
Last updated
Learn about all the details of all our recent CRM updates here.
Last updated
Released Date - 25 October 2024
We’re thrilled to unveil the enhanced integration of the Fortex Trading Platform with our CRM. Previously tailored for Prop Trading Challenges, this upgrade now delivers full FX brokerage functionality. Brokers using Fortex can now access the industry’s most advanced multi-tier commissions system and an expanding API marketplace, all while efficiently managing clients, admins, and IBs within a single, unified platform.
Fortex is a cutting-edge multi-asset trading platform engineered to provide exceptional performance, accessibility, and an outstanding user experience. Key features include:
Multi-Asset Trading: Trade a diverse range of assets, including forex, equities, commodities, and more.
Multi-Device Access: Utilize the Fortex Mobile App for iOS and Android, as well as desktop and web platforms, for a consistent experience across devices.
Advanced Order Management: Execute complex strategies with versatile order types and customizable, automated options.
Charting and Technical Analysis: Leverage an extensive suite of charting tools and technical indicators to identify trends and make data-driven decisions.
Algorithmic Trading: Supports custom algorithms for automated trading.
Market Depth: Gain visibility into real-time market depth, including prices and trade history, to stay informed and make timely decisions.
With this expanded integration into our CRM, Fortex Brokers now have access to core functionalities:
Customizable Account Types: Configure client account types with tailored conditions to ensure each Fortex trading account meets your specifications, easily catering to diverse market segments.
Flexible IB Commissions: Design IB commission structures with options like volume-based payouts, platform commissions, or trading profit sharing to fit your business model.
Referral Link Creation: Create promotional links for referrals, partners, and marketing campaigns, complete with performance tracking to evaluate success.
Batch Account Operations: Manage tasks like leverage changes, domain updates, deposits, withdrawals, and margin adjustments in bulk directly from your CRM for greater efficiency.
Real-Time Dashboard Metrics: Track key Fortex account data, including account openings and trading volumes, with live updates directly in your CRM dashboard.
Comprehensive Reporting: Generate detailed analyses of trading activity, commissions, and performance trends to make data-driven decisions and measure success effectively.
With this full integration, Fortex brokers can now harness the complete capabilities of the AXIS CRM, matching the robust functionality available to MT4, MT5, and cTrader brokers. This equips them with a comprehensive suite of tools designed to optimize operations, accelerate market expansion, and uphold the highest standards of compliance and security.
For step-by-step instructions on how to set up and utilize the CRM, please refer to the CRM Back Office User Guide: