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FX Flow for Intermediaries addresses the challenges TOCs face in managing client and partner data.
It streamlines the processes including the calculation of revenue-sharing arrangements, ensuring transparency, efficiency and improved client/partner relationships.
KEY FEATURES OF INTERMEDIARY MANAGEMENT
Secure and Customisable (Multitenancy) Client and Partner Management
FX Flow for Intermediaries is designed to securely manage sensitive client, partner, and broker information, with highly customisable features to meet your specific needs. In addition to secure data handling, it supports revenue-sharing calculations and month-end reporting, ensuring your critical financial data is protected and adaptable to your unique requirements.
White-Labelling for
Customised Branding
FX Flow’s white-labelling feature allows intermediaries to fully customise the platform’s appearance with their own branding. This enables you to offer clients a seamless, branded experience, reinforcing your company’s identity while using all the robust features of FX Flow under your own label.
Flexible Profit Sharing Calculations
Our system seamlessly integrates with multiple banks, absorbing trade confirmations directly into the platform. This ensures that all your trades from various banking partners are visible in one place, providing a unified and clear view of your trade positions, enhancing exposure management and improving oversight.
Secure and Tailored
Month-End Reporting
FX Flow provides highly customisable month-end reporting capabilities, allowing you to generate detailed reports that align with your needs.
BENEFITS FOR USING FXFLOW INTERMEDIARY MANAGEMENT
BENEFITS
FOR USING FXFLOW INTERMEDIARY MANAGEMENT
Protect Sensitive Client
And Partner Data
FX Flow provides a secure, centralised platform with advanced encryption and access controls, ensuring all sensitive client, partner, and broker information is protected. Customisable fields allow for precise data management without compromising security.
Achieve Accurate Profit Sharing With Reduced Manual Effort
FX Flow simplifies profit-sharing calculations by automating the process and allowing for
customisation to fit your specific agreements. This reduces the risk of manual errors, ensuring accurate and reliable revenue-sharing results with minimal effort from your team.
Generate Secure, Month
End Reports
FX Flow’s customisable reporting tools enable you to generate detailed month-end reports that fit your specific needs.
The system streamlines the reporting process, saving time and ensuring that financial and client data is accurately captured and organised.
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Enjoy top-tier security, seamless transitions, and precise data conversion - all at unbeatable prices.
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RISK MANAGEMENT
FAQs
How does FX Flow ensure the security of client and partner information?
FX Flow employs industry-leading security measures, including encryption and access controls, to protect sensitive client, partner, and broker data. We also do regular third party penetration tests to identify potential vulnerabilities and deal with them proactively.
Can FX Flow customise profit-sharing arrangements ?
Yes, FX Flow allows for customisation of profit-sharing arrangements with your partners to fit your specific agreements. This feature simplifies the process and ensures accuracy, reducing the need for manual calculations and minimizing the risk of errors.
Can FX Flow handle secure reporting for multiple partners and brokers?
Yes, FX Flow allows for comprehensive month-end reporting which consolidates key financial and client performance data into detailed reports, ensuring accuracy and clarity for your clients.
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