English 
Securities Broker
Futures Broker
Forex Broker
Note: not in mainland China
Asset Management Company
Solutions
CRM solutions are essential for digital transformation of financial enterprises. Broker Work is a CRM solution tailored to finance-specific scenarios such as securities, futures, and forex brokers. Through the three major terminals, the Client Portal, the IB Portal, and the back office, help brokers to realize business onlineization, process management, and efficient operation, thereby improve efficiency and reduce costs.
Product features
Product Price
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Available Brokerage |
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| Brokerage Type | Small and Medium Brokerage | Medium and Large Brokerage |
| Brokerage Description | Company scale is 20~50 value customer relationship management and sales management process seek business process and management standardization |
Company scale is over 50 with integrated marketing and sales team focus on precise marketing and refinement operation |
| User Number | 200 Back Office User 2000 Client Portal User |
500 Back Office User 5000 Client Portal User |
Setting |
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| Custom Brand Inforamtion | ||
| Custom UI | ||
| Custom Role Permission | ||
| Custom Security Setting | ||
| Custom Field Setting | ||
| Multi-lingual Support | ||
| Operation Logs | ||
| Origin Data Import | ||
| Origin Data Export | ||
Customer |
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| Customer Basic Information Management | ||
| Associated Account Management （Trade Account, IB Portal Account, Customer Portal Account) |
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| Customer Basic Dynamics （Follow Up, Operation History, Trading History) |
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| Customer Segmentation （Static Segmentation, Dynamic Segmentation) |
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| Sales Opportunity Management | ||
| Follow-up Record Management | ||
| Email Marketing | ||
| SMS Marketing | ||
Trading Account |
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| Multi-system account management integration | ||
| Sensitive Information Synchronization Rule Setting | ||
| Account Opening | ||
| Customer Information Management （Basic Information, Financial Information, ID Information, Appropriateness Test) |
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| Account fund management (Transfer Account, Credit Granting) |
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| Account Basic Information Management （Login Status, Reset Password, Allow Modifying Password) |
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| Account information management (Leverage, Group) |
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| Account Abstract Query （Balance, Equity, Profit/Loss, Margin, etc.) |
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| Inquiry of transaction records (Position Holding, Listing, Transaction History, Capital History) |
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| Custom account information change notice (Credit, Funds, Margin Ratio, etc.) |
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| Customer Segmentation （Static Segmentation, Dynamic Segmentation) |
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IB Portal |
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| IB Basic Information Management | ||
| IB Task Process （IB Registration, IB Commission Withdraw, etc.) |
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| IB Commission Level Management | ||
| IB Commission Management | ||
| Custom Commission Mode | Daily Commission, Real-time Commission | Daily Commission, Real-time Commission |
| Custom Adjust Commission Parameters | ||
| IB Lower Account Information Query | ||
| IB Commission Report | ||
| IB lower Account Report | ||
Client Portal |
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| Multi-platform account opening and binding | ||
| Basic business rules setting (Account Opening, Amount, Transfer, Leverage, Account Group, etc.) |
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| Bonus Rule Setting | ||
| Appropriateness Test | ||
| Custom Login Page | ||
| Custom Registration Sheet and Process （multi-step） |
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| Custom Navigation Menu | ||
| Customer Self-service Online Account Opening （Demo Server, Real Account, and Additional Account) |
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| Customer funds management (Transfer Account) |
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| Customer Self-service Basic Information Management （Reset Password, Adjust Leverage) |
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| Customer Self-service Account Abstract Information Query | ||
| Customer self-service transaction record query (Position Holding, Listing, Transaction History, Capital History) |
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| Account Information Exception Alert （Margin Ratio etc.） |
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Task Approval Process（Task） |
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| Client Task (Account Opening、Transfer Account、Adjust Leverage、Account Allocation, etc) |
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| IB Task （IB Registration、IB Commission Withdraw and etc.） |
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| Email Notification （Customer Task, IB Task) |
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| Task Approval Setting | ||
| Customer ID Authentication | ||
| Customized notification rule (Amount, Account balance, etc.) |
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| Custom approval process （multi-layer approval) |
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| Sales Opportunity Management | ||
| Follow-up Record Management | ||
| Email Marketing | ||
| SMS Marketing | ||
Report |
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| Custom Report View | ||
| Account report | ||
| Commission Report | ||
| Performance Reports | ||
| Report Download Center | ||
| Custom Report | ||
Business Intelligence (BI) |
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| Customize my dashboard | ||
| Regular report subscription (email pushes daily, weekly, monthly and seasonly news) |
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| Performance Index Analysis | ||
| Client target analysis | ||
| Trading target analysis | ||
| Capital Index Analysis | ||
| Source Conversion Analysis | ||
| Customer Ranking | ||
| Performance Ranking | ||
Open API |
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| Basic Data Interface | ||
| User Interface | ||
| Trade Account Interface | ||
Deployment plans
Broker Work provides three deployment tunes, including SaaS, exclusive cloud server and localized deployment, that brokers can make real demand-based choice.
| Deployment plan | SaaS | Exclusive cloud server solution | On premise deployment Plan |
| Settlement Charge | $1000(套餐含) | $10,000 | $100,000 |
| Product cost | Base on the selected product version | Base on the selected product version | Included, unlimited number of users |
| Product version update | Free | Free if there is no customization | For free 2/year |
| Server and maintenance fee | Nil | $20,000 / Year Be responsible for cloud server fees |
Self-purchased server Maintenance service：$20,000 / year |
| Support for concurrency (approx) | Flexible expansion | 100 / second | Base on the self-purchased server setup |
| Server room | Unavailable | AliCloud or Amazon | self-selected |
| Customization | Not supported | Supported | Supported |
| Authorization of application and data base | shared service, no management permission | all on-premise deployment, no management permission | self maintenance |
| deployment time (Approx) | start immediately after product purchased | 5～7 manday | 7～14 manday (depending on the client's hardware & software limitations) |
Application Scenarios
CRM system tailored for financial institutions such as securities, futures, forex, and asset management companies
Partners
We remember our original intention, and keeps long-term companion. We are your more stable and reliable partner.
