WIFOX

Business

Business

Trading Solution

Wifox Business Core Solution

The backbone of your brokerage operations, Wifox Business Core Solution is a powerful and versatile system that enables you to manage every aspect of your business efficiently.

ALL-IN-ONE PLATFORM

Comprehensive Back-Office System

Run your brokerage back office from a single workspace, including:

• Client Profiles: Keep complete client records with engagement history and transaction context.
• Requests Management: Organize and resolve client tickets and service requests without losing track of status.
• Financial Transactions: Track deposits, withdrawals, and internal movements with live updates and clear statuses.

BUILD YOUR OWN STRUCTURE

Multi-Project Management

Organize a flexible operational structure that supports multiple brands, markets, and partner environments.

• Custom Business Architecture: Create and manage multiple Forex brokers, prop firms, or trading entities within one system.
• Project-Level Configuration: Customize permissions, branding, and access settings for each project independently.
• White-Label Solutions: Support business scaling with white-label solutions by providing dedicated sub-branded environments for partners.

CONTROL ACCESS

Employee and Role Management

Configure access and tailor roles so every team member has the tools they need to do their job.

• Permission-Based Access: Set up staff accounts with tightly controlled permissions, so each team member only sees and edits what they need.
• Easy Team Changes: Update permissions or move employees between roles as responsibilities and team structures change.
• Role-Driven Responsibilities: Assign roles by function, from brokers to back-office employees, to keep workflows clear, secure, and efficient across trading operations.

REDUCE RISK AT EVERY STEP

Compliance and Verification

Support compliance across your brokerage with structured controls for verification, monitoring, and risk management.

• KYC Workflow Automation: Speed up onboarding with streamlined verification steps, document collection, and review flows built for trading clients.
• AML Monitoring and Flags: Track activity patterns, identify suspicious transactions, and generate the compliance outputs your team needs to follow up quickly.
• Regulatory-Ready Reporting: Support local and cross-border requirements with built-in tools that help compile reporting and maintain an audit trail.

SEE THE FULL PICTURE

Advanced Analytics and Reporting

Turn operational data into clear insights for faster and more informed decision-making.

• Live Operational Dashboards: Monitor trading KPIs, client behavior, and financial activity in real time.
• Flexible Data Export: Export CRM reports in the formats that fit your team's needs.
• Custom Reports: Build detailed reports for audits, compliance checks, and strategic reviews.

CONNECT PEOPLE, CONTEXT, AND ACTIONS

Communication Tools

Connect teams and clients through integrated CRM communication tools.

• Team Messaging: Keep brokers, support, and back-office teams aligned through internal chat.
• Client Communication Channels: Let clients contact your team directly to resolve questions faster and improve service quality.
• Centralized Conversation History: Keep conversations connected to CRM records to support client management and simplify follow-up.

MANAGE LEADS

Bucket Service – Affiliate Management Module

Organize affiliate traffic, partner activity, and performance data in one structured workspace.

ESTABLISH DIGITAL PRESENCE

Custom Websites for Brokers & Prop Firms

Whether you run a prop firm or another type of trading business, get a fully customized website built around your brand, services, and client needs.

• Ready-to-Publish Documentation: Add essential brokerage documents to your website without preparing every page from scratch.
• Trading-Focused Content: Present trading conditions, platform details, real-time updates, and other key information through clear, user-friendly layouts.
• Integrated Client Support: Provide instant assistance and faster communication through built-in chatbot functionality.

SUPPORT EVERY TRADER

Personal Trader Area

Give clients a dedicated space to manage their trading accounts, transactions, and daily activities while creating a smoother trader experience.

• Registration and Verification: Guide traders through a complete onboarding and identity verification flow.
• Trading Account Management: Provide access to dashboards, account controls, and transaction histories.
• Real-Time Updates: Keep traders informed with current trading data and personalized notifications.

CONNECT YOUR CHOSEN PLATFORM

Trading Platform Integration

Enable seamless integration with the trading platform that best fits your business model and operational requirements.

• Smooth Trader Onboarding: Connect traders to the selected platform with a clear setup process.
• Trading Tools and Market Data: Provide easy access to essential tools and up-to-date market information.
• Account and Transaction Sync: Keep trading accounts, balances, and transaction data synchronized across systems.