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FXBO

Brand: FX Back Office

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Starting Price
€2500

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  • Description

  • Pricing

  • Features

  • Specification

  • Review

Starting at €2,500

FXBO Software Overview

FX Back Office Company Details

Founded Year:  2016

FX Back Office began as a pipe dream held by a few friends who knew they could revolutionize the day to day running of the FX brokerage businesses by creating a Forex CRM System like no other.

Director/Founders Dmitriy Petrenko
Company Size 1-100 Employees

FXBO Pricing & Plans

Standard
Starting at €2500
    • Quantity

      Quantity
      Quantity
    • Monthly

      Monthly
      Monthly

Key Features

  • up to 12 managers

  • Client Area/Partner Area

  • Emergency Support/Helpdesk

  • Custom Development

  • PSPs -5

Unlimited

Calculated Price

€ 10000 Exclusive of all taxes
    • Quantity

      Quantity
      Quantity
    • Monthly

      Monthly
      Monthly

Key Features

  • unlimited managers

  • Client Area/Partner Area

  • Emergency Support/Helpdesk

  • Custom Development

  • PSPs -10

  • Brokeree PAMM or Social Trading

  • Rest & Client API

FXBO Features

  • icon_check Client Management
    Manage client profiles, contact details, transactions, documents and trading history centrally.
  • icon_check Lead Management
    Track leads, assign statuses and manage follow-ups to improve conversion.
  • icon_check Sales Automation
    Automate sales processes from lead capture and nurturing through client conversion.
  • icon_check VOIP Calling
    Make VOIP calls directly from the CRM and automatically store call recordings.
  • icon_check Automated Follow-Ups
    Set reminders and automated follow-ups to help sales teams stay engaged with clients.
  • icon_check IB Management
    Manage Introducing Brokers and affiliate networks, including referrals and commissions.
  • icon_check Campaign Management
    Create targeted marketing campaigns and monitor their performance and statistics.
  • icon_check SMS Notifications
    Send mass SMS notifications for important updates, promotions and events.
  • icon_check Deposit & Withdrawal Management
    Manage client deposits, withdrawals, bonuses and related financial transactions.
  • icon_check KYC Management
    Manage client verification processes and securely store required verification documents.
  • icon_check Document Management
    Store verification documents securely and send alerts when important documents expire.
  • icon_check Compliance Monitoring
    Monitor clients and maintain company documents and compliance-related information.
  • icon_check Financial Reporting
    Generate CySEC and other internal financial reports for brokerage operations.
  • icon_check Rewards & Bonuses
    Manage automatic bonuses, loyalty programs, contests and trader rewards.
  • icon_check REST API
    Integrate CRM operations with external systems using customizable REST API capabilities.

FXBO Specifications

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email
Language
English
Training Resources
Live Online Documentation

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.