Client and Transaction Registry

CRM system developed for Forex brokerage firms, providing complete financial records and complex trading and financial reports. The system included a client web portal, where users could track their investments in real time and move their funds between different investment opportunities through an automated system.
The package also included the DMAM® system, which distributed the results of managed investments proportionally among investors according to their capital. This was achieved without the need to close all trades globally for entry or exit. In the web portal, clients could close their investments at any time, making their capital instantly available.