Members Area

The QoreFX Member’s Area is a fully automated, fully responsive web solution that integrates with the QoreFX CRM, your Trading Platform and Payment Systems and provides all the tools traders need. This includes the ability to open and manage multiple trading accounts and make instant deposits, withdrawal requests and more.

QoreFX captures all the business processes you require along with those required by regulators and provides a secure channel to receive client’s requests in a standardised format, routing to the correct department automatically.

main features

Client On-boarding

New registrations can be fully automated or include multiple steps to validate contact information, verify documents and more dependant on business rules.

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Appropriateness Tests

Build custom questionnaires into your registration process and categorise clients appropriately according to their scores.

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Document Management

Documents uploaded securely via the Members Area are routed to the correct department/agent for immediate action

Fund Transfers

The QoreFX Members Area supports multiple payment processors, currencies, AML (anti-money laundering) processes and much more

Account Administration

Clients can edit their personal details or request changes to their Trading Accounts such as: Leverage, Password, Currency and more.

main features

Client On-boarding

New registrations can be fully automated or include multiple steps to validate contact information, verify documents and more dependant on business rules.

Z

Appropriateness Tests

Build custom questionnaires into your registration process and categorise clients appropriately according to their scores.

h

Document Management

Documents uploaded securely via the Members Area are routed to the correct department/agent for immediate action

Fund Transfers

The QoreFX Members Area supports multiple payment processors, currencies, AML (anti-money laundering) processes and much more

Account Administration

Clients can edit their personal details or request changes to their Trading Accounts such as: Leverage, Password, Currency and more.

offer exceptional customer service

Access anywhere on the go with a fully responsive web based interface perfect for mobile, tablet and PC

100% platform independent offering two-way integration with multiple trading platforms

 

 

Supports multiple payment methods and online payment gateways for deposits and withdrawals

Clients can view and manage their entire portfolio of trading accounts and financial transactions, all under the same ID

Automated email templates based on specific events such as new registration, deposit approved, leverage changed etc 

Supports flexible account opening based on account type and other business rules as required.

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