EAERA Workflow
Easy to use
Empower your teams to build simple to complex workflows with IT stepping in for final approval
- No-code required
Get empowered to create customizable workflows without a single line of code.
- Simple interface
Quickly create and manage workflows with the most user-friendly interface.
EAERA Workflow
Organized
- Tailor-made fluid forms
Build forms with an intuitive drag-and-drop feature and launch workflows instantly.
- Visually designed workflows
Identify operational bottlenecks with a quick visual representation of workflows.
EAERA CBS
1. Client Dashboard
Give your clients access to a location where they can check all the important details about their activity within EAERA CBS and simply find where they need to be. The dashboard is completely editable, allowing you to add, move, and delete widgets as you choose.
- UI can be customised to fit your company branding.
- Wallet System.
- Trading account info.
- PAMM / Social Trading (Extension).
- Automated onboarding (eKYC is supported).
- Automated funding (Fiat, Crypto).
- Trading analytics and more.
EAERA CBS
1. Client Dashboard
Give your clients access to a location where they can check all the important details about their activity within EAERA CBS and simply find where they need to be. The dashboard is completely editable, allowing you to add, move, and delete widgets as you choose.
- UI can be customised to fit your company branding.
- Wallet System.
- Trading account info.
- PAMM / Social Trading (Extension).
- Automated onboarding (eKYC is supported).
- Automated funding (Fiat, Crypto).
- Trading analytics and more.
EAERA CBS
Powerful
- Customer relationship management (CRM).
- Trading account management
- Sales team management
- VOIP can be integrated.
EAERA CBS
2. CRM
- 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
- 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
- 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
- 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
Platforms that our platform is integrated with.
Talk to our experts
Sign up and streamline your business processes today.
- Find out how to build customized apps to fit your unique business needs.
- Get the most out of EAERA Workflow with our ready-to-deploy templates.
- Schedule a demo and see EAERA Workflow platform in action.