EAERA CBS
EAERA CBS includes 6 main components
1. Client portal
2. CRM
3. Backoffice
4. Partner portal
5. Admin
6. Extension systems
EAERA CBS
1. Client Dashboard
- Customizable UI
- Wallet System
- Trading account reports
- PAMM / Social Trading (Extension)
- Automated onboarding (eKYC is supported)
- Automated funding (Fiat, Crypto)
- Trading analytics and more
EAERA CBS
1. Client Dashboard
Interactive platform for your clients to monitor accounts, execute trades, and access account-related information conveniently.
- Customizable UI
- Wallet System
- Trading account reports
- PAMM / Social Trading (Extension)
- Automated onboarding (eKYC is supported)
- Automated funding (Fiat, Crypto).
- Trading analytics and more.
EAERA CBS
2. CRM
- Customer relationship management (CRM).
- Trading account management
- Sales team management
- VOIP can be integrated
EAERA CBS
2. CRM
Centralized system for organizing customer data, facilitating lead management, and enhancing client relationships.
- Customer relationship management (CRM)
- Trading account management
- Sales team management
- VOIP can be integrated
EAERA CBS
3. Backoffice
- Managing client onboarding
- Managing clients' requests
- Support ticket system
- Managing account types and other settings.
- Dynamic reports
EAERA CBS
3. Backoffice
Administrative nerve center overseeing financial, compliance, and operational tasks, support within the brokerage.
- Managing client onboarding
- Managing clients' requests
- Support ticket system
- Managing account types and other settings
- Dynamic reports
EAERA CBS
4. Partner portal
- Mini CRM
- Multi level is supported
- Multi commission profiles
- Dynamic reports
EAERA CBS
4. Partner portal
Dedicated space empowering partners to manage clients, track commissions, and oversee referrals effortlessly.
- Mini CRM
- Multi level is supported
- Multi commission profiles
- Dynamic reports
EAERA CBS
5. Admin
- Managing EAERA CBS
- Trading account types management
- Automation management (Swap free, Bonus, etc)
- Managing PSP
- Managing legal documents
- Managing IB commission structure
- And much more
EAERA CBS
5. Admin
Core control panel for system configuration, user management, and overall operational oversight.
- Managing EAERA CBS
- Trading account types management
- Automation management (Swap free, Bonus, etc)
- Managing PSP
- Managing legal documents
- Managing IB commission structure
- And much more
EAERA CBS
5. Admin
- Managing EAERA CBS
- Trading account types management
- Automation management (Swap free, Bonus, etc)
- Managing PSP.
- Managing legal documents
- Managing IB commission structure.
- And much more.
EAERA CBS
6. Extension systems
We are one of the FX system providers with the most complete ecosystem today. You can integrate EAERA CBS with other platforms we have been developing.
- PAMM System
- Social Trading
- Workflow Platform
- Reporting System
EAERA CBS
6. Extension systems
Custom system-integrated modules enabling PAMM, social trading, and more, enhancing user experience and trading.
- PAMM System
- Social Trading
- Workflow Platform
- Reporting System
EAERA
Platforms that our platform is integrated with.
