Easily and safely onboard new customers as a regulated broker.
Hundreds of settings and options ready for you to use from the moment of registration
✓ Manage KYC
✓ Secure and effective onboarding
✓ 100’s of official technology partners
You’ve decided to start or have an existing regulated brokerage, as such you must comply with the financial regulatory body of the country (FSA, Cysec, Asic, etc). Skale CRM – Customer Revenue Management can be ready at a click of a button and allows you to comply with the rules set down by that body.
Hundreds of settings and options ready for you to use from the moment of registration
✓ Manage KYC
✓ Secure and effective onboarding
✓ 100’s of official technology partners
1. Moment to the deposits, documentation request, storage, and data security.
2. We’ve it ready for you. You can
2. We’ve it ready for you. You can
Manage leads coming straight from your website or channel of choice. Upload sales lead sheets using the Skale CRM uploading tool, whilst receiving them from multiple marketing campaigns.
SKALE CRM & CLIENT PORTAL
CASHIER & INTRODUCING BROKER
APIS & AFFILIATE PLATFORM
CRM & CLIENT PORTAL
FREE SETUP
MIN YEARLY PRICE: $14,820
(inc 5 CRM users)
additional brands: $850
CASHIER & INTRODUCING BROKER
FREE SETUP
MIN YEARLY PRICE: $17,600
(inc 10 CRM users)
additional brands: $850
CRM & CLIENT PORTAL
FREE SETUP
MIN YEARLY PRICE: $23,280
(inc 20 CRM users)
additional brands: $850
No setup fees or long term commitment.