Your CRM is the backbone of your brokerage and will ultimately determine the success and profitability of your business. TraderSoft is the only fintech service provider to offer a complete and fully integrated back-office solution. Our CRM systems are tailored to meet your current needs and are flexible enough to allow and stimulate rapid growth.

We deliver a seamless and coordinated customer management process across sales, customer support, billing and marketing. Your operation will not be restricted by traditional silos.

Integrated CRM

We enable you to retain a smaller workforce that gets better results.

  • Telephone, Email, Live Chat, Webinar, SMS
  • Web integration - upload docs, push notifications, etc.
  • Virtual Terminal

Customized User Experience

We provide a cross-channel system, using pre built business processes that span silos.

  • Individual work dashboard including news, protocols, statistics and targets
  • Predetermined auto workflow & procedures
  • Data notification
  • Internal chat system
  • BI reports
  • Training infrastructure
Back to Solutions

Hey there! We use cookies. Why? They let us personalize content, track usage, and analyze data on our end to improve your experience.
By continuing to browse our site, you accept our use of cookies per our Privacy Policy.