Pluginsky Technologies – Total Brokerage Solutions
Welcome to Pluginsky – Total Brokerage Solutions
Contact Us
Phone
+88 (012)083 88
support@pluginsky.com
Main Address
374 FA Tower, William Blvd 27, USA
Neptune CRM
Neptune CRM – The Future of Forex Client Management
We bring you Neptune CRM, the complete solution designed to transform the way brokerage firms manage their operations. It can be your partner in achieving top-class efficiency and growth. If you are looking to streamline client management or enhance real-time analytics, Neptune CRM has got you covered.
Key Features of Neptune CRM
Customizable and Branded CRM
- Create a fully branded CRM tailored to your brokerage's identity.
- Modify and update features effortlessly through your admin portal, always maintaining control.
Enhanced Client Management
- Provide exceptional service throughout the client's trading journey.
- Seamless integration with any trading platform for a cohesive user experience.
Three Panels of Forex CRM
Client Portal:
- Dashboard: Intuitive interface providing a comprehensive overview of essential client data.
- Trading Account Info: Display crucial information like balance, commissions, and network growth.
Admin Panel (Back Office):
- Informative Dashboard: Track brokerage growth metrics effectively.
- Client & Partner Management: Manage clients and partners efficiently from one centralized location.
- Configuration Settings: Set leverage, account groups, currency limits, and more.
- Payment Integration: Integrate multiple payment methods tailored to your brokerage's needs.
- PAMM/MAM Modules: Explore growth opportunities through advanced investment management modules.
Introducing Broker (Partner) Panel
Boost IB activities with a multi-level module designed to enhance partner engagement and performance.
Ready to elevate your Forex brokerage with Neptune CRM? Contact us to schedule a demo and learn more about transforming your operations with our powerful CRM solution.
Ready to elevate your Forex brokerage with Neptune CRM? Contact us to schedule a demo and learn more about transforming your operations with our powerful CRM solution.
Our Products
Get Consultation
Comprehensive CRM Structure
Forex CRM Admin
- Advanced Dashboard
- Client Management
- KYC Manager
- IB Manager
- Business Analytics
- Notifications
- Config Manager
Forex CRM Admin
- Client Support
- Deposit/Withdrawal
- Partnership Program Management
Client Portal
- Advanced Dashboard
- Accounts
- My Wallet
- Transfer
- My Transaction
- Tutorial
- Support
IB Dashboard
- Advanced Dashboard
- 1B Wallet
- My Team
- Commission
- Live Account
- My IB Tree
- Reports
Powerful Features
Registration/KYC
Streamlined client registration and KYC processes.
Easy Account Management
Simplified control over client accounts.
IB Management
Effectively manage relationships with Introducing Brokers.
Live Monitoring of Business
Real-time tracking of business activities.
Reports Manager
Create and manage detailed business reports.
Task Manager
Organize and manage tasks effectively.
Three Panels of Forex CRM
On Each Platform We support
- Opening New Accounts
- Deposit / Withdrawal
- Viewing Trading History & Balance Operation
- IB Commission Report
- Blocking & Unblocking Accounts
Supported Trading Platforms
We support
- HS TRADERS
- VERTEX 11
- METATRADER 5/4
- ANY OTHER PLATFORM CAN BE ADDED ON DEMAND
Admin Dashboard
Provides a full view of business operations, featuring real-time data and key performance indicators. It allows administrators to monitor activities, track progress, and make informed decisions.
Key Features
Real-Time Tracking
Keep abreast of business operations with live data updates.
Key Performance Indicators
Visual access to critical metrics needed to measure performance.
Activity Tracking
Effectively manage daily activities.
Decision Support
Make timely and well-informed decisions with comprehensive data insights.
Client Dashboard
The Client Portal is an area designed for clients to manage their accounts, access trading tools, and stay updated with the latest information. It offers a seamless experience for account management, deposits, withdrawals, and support.
Key Features
Account Management
Easily manage live trading accounts.
Deposit/Withdrawal
Handle deposits and withdrawals effortlessly.
Transaction Reports
Effectively manage daily activities.
Admin Support
Get prompt support for all account-related queries.
IB Partner Dashboard
Designed for Introducing Brokers to manage their activities, monitor client referrals, and track commission earnings. It provides a user-friendly interface to manage relationships and optimize IB performance.
Key Features
Referral Tracking
Track client referrals and conversions.
Commission Management
View and maintain IB commissions.
Relationship Management
Get insights to improve IB performance through optimal engagement.
Performance Metrics
Access key metrics to assess IB effectiveness.
Client Wallet
The Wallet section facilitates secure and efficient fund management, allowing users to handle deposits, withdrawals, and transactions. It provides a clear overview of financial activities and ensures smooth financial operations.
Key Features
Unified Financial Overview
Track and manage all account transactions in one place.
Smooth Transfers
Allow seamless and instant internal account transfers.
Improved Financial Control
Facilitate quick and effective fund monitoring and management for enhanced oversight and convenience.
Three Panels of Forex CRM
Client Portal
- Dashboard: Intuitive interface providing a comprehensive overview of essential client data.
- Trading Account Info: Display crucial information like balance, commissions, and network growth.
Introducing Broker (Partner) Panel
- Boost IB activities with a multi-level module designed to enhance partner engagement and performance.
Admin Panel (Back Office)
- Informative Dashboard: Track brokerage growth metrics effectively.
- Client & Partner Management: Manage clients and partners efficiently from one centralized location.
- Configuration Settings: Set leverage, account groups, currency limits, and more.
- Payment Integration: Integrate multiple payment methods tailored to your brokerage's needs.
- PAMM/MAM Modules: Explore growth opportunities through advanced investment management modules.
Ready to Transform Your Brokerage Operations?
Join the revolution with Neptune CRM by Pluginsky Technologies. Experience the power of comprehensive client management and live analytics today.