Fully integrated into Account Management.
Store, view and update information about all of your clients in one place.
Manage all of your customer emails through a secure, third-party email service.
Add notes to track your customer relationships, and quickly edit and delete notes.
Send many types of ongoing Suggestions to your clients via the CRM.
Add tasks and events related to any contact and quickly see upcoming tasks and events on the CRM calendar.
Open ,close and manage Trades directly from your Mt4 connected CRM.
Check on the progress of client account applications and view detailed information about your current clients with a click of your mouse.
Organize all of your contacts into groups to more easily manage your business.
Easily print records.