Efficient operation and management system customized for brokers (exchanges)
According to the needs of the organization, manage potential customers who have not signed a contract, and add, maintain, query, return visit and comment all channel customers.
Set detailed settings such as foreign exchange varieties that can be traded, trading methods (by number of transactions / by trading volume) and related handling fees, which can be managed in groups for different institutions.
Real time monitoring of customers' and institutions' positions, investment amount and risk rate, and timely discovering the risks in the transaction are helpful to the discovery and handling of dishonest customers.
Room management, lecturer management, course management, member management, authority management, etc. can be carried out to manage and operate the live video business.
Using role-based permission management, you can set exclusive roles for different organizations and assign corresponding control permissions, such as business management, configuration management, monitoring statistics, etc.
By means of MTF matching transaction, the operation center, clearing institution, brokerage institution, IB and investors in the trading platform will conduct matching transaction according to the principle of price priority and time priority.
Statistics and analysis are carried out on the data of institutions and customers through reports, such as settlement reports, rebate reports, position closing details, account funds and income, profit and loss reports, etc.
You can set the maximum order quantity, the minimum number of hands, the maximum position, etc. for the tracking by the number of hands and proportion. You can set the tracking method, risk control method, account activation, etc.
Including the definition of deposit and withdrawal system, deposit and withdrawal audit management, bank and third-party payment channels, etc. Facilitate the management of transaction funds and meet the diversified payment needs of customers.
It can flexibly set parameters such as the variety, type, trading time period and investment amount that can be traded on the platform, and can carry out grouping management, so that everything is under control.
According to the user's business behaviors such as account opening, transaction, sharing and recommendation, the reward methods such as bonus, points and rebate can be customized to increase the user's participation and enthusiasm to share recommendations, and improve the platform's popularity and activity.
