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Pro-Level

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Wintrado with Admin,
Partner & Client Portals

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Admin Portal

Admin Portal is designed to cover the operational needs of the company, it features useful tools for various departments, including Dealing, Back Office, Sales and Marketing teams.

Wallet and Account Management

Easily manage client wallets and linked trading accounts in one place.

Risk Management

Monitor exposure stats and generate detailed risk reports in real time.

Auto Creation of New Accounts

Automatically create trading accounts based on user actions and settings.

Trading Instruments Management

Create, update, and manage available trading instruments efficiently.

Trading Activity & Reports

Track trading performance and generate financial reports instantly.

Transactions Management

Handle deposits, withdrawals, bonuses, and credits with full transparency.

CRM (Clients & Leads)

Manage client data and leads with integrated CRM tools.

Fast KYC Verification

Streamline identity checks with rapid KYC processing.

Sales Team Management

Organize and monitor sales teams, leads, and performance.

Mass Mailing

Send bulk emails to clients and leads with ease.

Email Templates

Create and reuse branded, customizable email templates.

Bonuses & Reward Programs

Set up and manage client bonuses and loyalty schemes.

Admin Portal

Admin Portal is designed to cover the operational needs of the company, it features useful tools for various departments, including Dealing, Back Office, Sales and Marketing teams.

Wallet and Account Management

Easily manage client wallets and linked trading accounts in one place.

Risk Management

Monitor exposure stats and generate detailed risk reports in real time.

Auto Creation of New Accounts

Automatically create trading accounts based on user actions and settings.

Trading Instruments Management

Create, update, and manage available trading instruments efficiently.

Trading Activity & Reports

Track trading performance and generate financial reports instantly.

Transactions Management

Handle deposits, withdrawals, bonuses, and credits with full transparency.

CRM (Clients & Leads)

Manage client data and leads with integrated CRM tools.

Fast KYC Verification

Streamline identity checks with rapid KYC processing.

Sales Team Management

Organize and monitor sales teams, leads, and performance.

Mass Mailing

Send bulk emails to clients and leads with ease.

Email Templates

Create and reuse branded, customizable email templates.

Bonuses & Reward Programs

Set up and manage client bonuses and loyalty schemes.

Admin Portal

Admin Portal is designed to cover the operational needs of the company, it features useful tools for various departments, including Dealing, Back Office, Sales and Marketing teams.

Wallet and Account Management

Easily manage client wallets and linked trading accounts in one place.

Risk Management

Monitor exposure stats and generate detailed risk reports in real time.

Auto Creation of New Accounts

Automatically create trading accounts based on user actions and settings.

Trading Instruments Management

Create, update, and manage available trading instruments efficiently.

Trading Activity & Reports

Track trading performance and generate financial reports instantly.

Transactions Management

Handle deposits, withdrawals, bonuses, and credits with full transparency.

CRM (Clients & Leads)

Manage client data and leads with integrated CRM tools.

Fast KYC Verification

Streamline identity checks with rapid KYC processing.

Sales Team Management

Organize and monitor sales teams, leads, and performance.

Mass Mailing

Send bulk emails to clients and leads with ease.

Email Templates

Create and reuse branded, customizable email templates.

Bonuses & Reward Programs

Set up and manage client bonuses and loyalty schemes.

Symbol Configuration

Manage trading instruments with full control. Create or clone symbols across Currencies, Equities, Indices, Commodities, and Cryptos. Export your symbol library to Excel, and view detailed settings and performance graphs instantly.

PSP Configuration

Connect with over 30 leading PSPs quickly and effortlessly. From crypto and QR code payments to bank wires, cards, and mobile methods our flexible platform lets you customize each PSP to fit your business perfectly.

VoIP Click to Call

Enable instant click-to-call from the admin portal with seamless VoIP integration (Coperato, Voiso, VoiceSpin). Protect customer privacy with data masking and control agent access to contact details.

1.
General settings
2.
VOIP provider settings
3.
Option to call the assigned customers
4.
Call the customer
1.
General settings
2.
VOIP provider settings
3.
Option to call the assigned customers
4.
Call the customer
1.
General settings
2.
VOIP provider settings
3.
Option to call the assigned customers
4.
Call the customer
1.
General settings
2.
VOIP provider settings
3.
Option to call the assigned customers
4.
Call the customer

Impersonation

Inspect what your sales agents see or experience when using the platform with our impersonation feature without needing to wait for them to provide screenshots or videos.

Managing sales agents

Convert users into sales agents, assign them to sales desks, and delegate roles for each client. Monitor all agent-customer interactions in one centralized interface for clear accountability.

Affiliate performance overview

Track your affiliate network with a comprehensive dashboard showing key metrics like referrals, deposits, commissions, and balances. Filter, sort, and explore detailed stats for each affiliate and their referrals.

Sales agents performance overview

Track your sales team’s performance with key metrics like clients, deposits, and trading volume. Drill into agent profiles for detailed user data and communication history to spot top performers and refine your strategy.

Partner Portal

Wintrado Partner Portal features transparent referrals management and monitoring  interface. Your partners will find the following tools in the portal.

Wintrado Technologies, Switzerland (Trademark S2019/0106), does not provide the financial or other services advertised here.

HEADQUARTERS

Wintrado Technologies,
Littauerboden 1, Luzern,
Lucerne, 6014, Switzerland

SALES OFFICE

254 Arch. Leontiou A, Suite 6,
Limassol 3020

SOCIALS

Built by Kickstage

Wintrado Technologies, Switzerland (Trademark S2019/0106), does not provide the financial or other services advertised here.

HEADQUARTERS

Wintrado Technologies,
Littauerboden 1, Luzern,
Lucerne, 6014, Switzerland

SALES OFFICE

254 Arch. Leontiou A, Suite 6,
Limassol 3020

SOCIALS

Built by Kickstage

Wintrado Technologies, Switzerland (Trademark S2019/0106), does not provide the financial or other services advertised here.

HEADQUARTERS

Wintrado Technologies,
Littauerboden 1, Luzern,
Lucerne, 6014, Switzerland

SALES OFFICE

254 Arch. Leontiou A, Suite 6,
Limassol 3020

SOCIALS

Built by Kickstage

Wintrado with Admin, Partner & Client Portals

Admin Portal

Wallet and Account Management

Risk Management

Auto Creation of New Accounts

Trading Instruments Management

Trading Activity & Reports

Transactions Management

CRM (Clients & Leads)

Fast KYC Verification

Sales Team Management

Mass Mailing

Email Templates

Bonuses & Reward Programs

Admin Portal

Wallet and Account Management

Risk Management

Auto Creation of New Accounts

Trading Instruments Management

Trading Activity & Reports

Transactions Management

CRM (Clients & Leads)

Fast KYC Verification

Sales Team Management

Mass Mailing

Email Templates

Bonuses & Reward Programs

Admin Portal

Wallet and Account Management

Risk Management

Auto Creation of New Accounts

Trading Instruments Management

Trading Activity & Reports

Transactions Management

CRM (Clients & Leads)

Fast KYC Verification

Sales Team Management

Mass Mailing

Email Templates

Bonuses & Reward Programs

Symbol Configuration

PSP Configuration

PSP Configuration

VoIP Click to Call

1.

General settings

2.

VOIP provider settings

3.

Option to call the assigned customers

4.

Call the customer

1.

General settings

2.

VOIP provider settings

3.

Option to call the assigned customers

4.

Call the customer

1.

General settings

2.

VOIP provider settings

3.

Option to call the assigned customers

4.

Call the customer

1.

General settings

2.

VOIP provider settings

3.

Option to call the assigned customers

4.

Call the customer

Impersonation

Impersonation

Managing sales agents

Affiliate performance overview

Wintrado with Admin,
Partner & Client Portals