Why Panda CRM Leads the Forex Market
August 12, 2024
We are excited to introduce a range of powerful new features to our WebTrader platform, specifically designed to enhance the operational efficiency of forex brokers.
With improvements like a newly designed left-side menu for easier platform navigation, a streamlined client onboarding process, an in-house trading chart, and portfolio section, our platform is now more intuitive and effective than ever.
What’s New?
Portfolio Section
The new Portfolio Section provides brokers with a detailed, comprehensive view of each trading account, offering a clear breakdown of trading instruments, reports, and alerts. This feature enhances transparency and allows for better client management by consolidating essential information in one place. With this tool, traders can gain a clear understanding of trading performance, driving better trading outcomes.
In-House Panda Trading Chart
The introduction of the in-house developed Panda Trading Chart marks a significant upgrade in trading analysis and execution. Equipped with advanced technical research capabilities, drawing tools, and trade order functionalities, this chart is a game changer for brokers. It empowers traders to conduct in-depth technical analysis and execute trades with precision, providing a competitive edge in the market.
Side-Bar Menu
Our new menu simplifies navigation, ensuring all functionalities are just a click away. Traders can easily add items like Rewards & Benefits, Economic Calendar, or Trading Tools to the left side for quick access, and much more. The streamlined design enhances usability, allowing users to work more efficiently and focus on what matters most.
Swift Onboarding
The client area functions as a standalone environment with deep-links, allowing users to quickly set up trading accounts and get clients trading without unnecessary delays. Improvements to our client area and onboarding process has been revamped to provide a smoother, more efficient experience for new clients. The process now includes an onboarding progress indicator and a one-question-per-page format, ensuring clarity and ease of use.
For brokers, these updates offer significant benefits. The streamlined client onboarding process reduces setup time and improves clarity, making it easier to onboard new traders efficiently. The in-house trading chart and portfolio section provide deeper insights into client trading activities, allowing brokers to offer more tailored support and monitor performance more effectively. Additionally, the simplified platform navigation ensures brokers can easily access key tools and data, improving operational efficiency and enabling them to maintain a more secure and responsive trading environment.
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