Investomy CRM

Investomy CRM stands as a cutting-edge FinTech solution, designed to enhance business operations by seamlessly integrating essential components such as CRM, sales tools, financial management, and trading platform integration. This comprehensive system is engineered to save valuable time by facilitating efficient reporting, optimizing workflows, and providing mobile-friendly accessibility. It boasts a robust feature set, including client and partner portals, sales and finance tools, compliance mechanisms, and customizable reporting, all aimed at elevating client management and ensuring rigorous regulatory compliance.

Includes

Website, CRM, Partners Portal, Sales Tools, Finance, Marketing, Trading Platform, Compliance, BI and much more

Regulation

Save time

Our RegTech solutions empower you to achieve substantial time savings when it comes to report preparation and client monitoring. Anticipate a substantial boost in productivity across all your departments.

OPTIMIZED

PROVEN & Optimized workflow

Our CRM is equipped with features that will greatly enhance daily routines, simplifying all work processes.

MT4/5 COMPATIBLE

BEST Forex Platforms

You can harness the full potential of the industry’s leading Forex trading platforms with our CRM, free from volume constraints. Furthermore, integrating additional platforms is a seamless process.

MOBILE FRIENDLY

Fully responsive solution.

Your clients and partners can log in to their portal from any mobile device.

Quick INTEGRATION

On demand integration

Don’t waste your time. Choose INVESTOMY CRM we integrate fast based on your requirements.

VETTED & PROVEN

Secured & Tested code

Safe, Secure and protected. our modern technology with long-term support to provide high reliability & availability.

CRM and Back office

  • Solution to manage clients profiles

  • Wide range of tools for sale and marketing

  • KYC/AML ensuring the documents are up to date

  • Instant Translation for documents and system

  • Advanced reporting module

  • API connection to payment gateways

  • Access right control flexibility for internal and external users

  • Custom development on demand

Client Portal

  • Fully branded user friendly interface

  • Deposits / withdrawals / transfer between own accounts

  • Internal messages with notifications
  • Simple section for uploading documents for KYC
  • Integrated live chat

  • Multiple Live/Demo account opening function

  • Mobile friendly with branded mobile application

  • Fully CySEC and other regulation customizable questionnaire and scoring

  • Access to the Partnership portal from the same application

  • Multi asset class platform integrated in the Portal.

Partners Portal

  • Supports Multi-level partnership program
  • Full Link Statistics
  • Referral list including search function
  • Promotional materials

  • Creation of Partnership links option

  • Reporting and performance analysis

Departments:

Sales and Marketing

  • Lead management system
  • Status and work flow customization and update
  • access control and monitoring for your sales team
  • VOIP calls directly from the system with phone protection
  • Automatic Recording and storing of all VOIP calls

  • Executing deposit, withdrawals and credit transactions
  • Control of third party transfer
  • Various payment systems connected
  • Internal money transfers between own accounts
  • Partners transfer to referrals
  • Reporting and Dashboard

  • Multilevel partnership program
  • Full access to all IBs with exceptional easy of use
  • Fully customizable payment structure
  • Limit access of employees to your most important client data

  • KYC integrated process
  • Specific and complex Client monitoring
  • Complete ‘company document’ area

  • Reports for the regulator
  • Any report of your choice is available
  • Make-your-own customizable report feature