Bring account management, payments, and trading data into the systems your team already uses.
Instant accounts
Open MetaTrader4 accounts directly within an existing CRM or customer portal.
Automatic deposits
Credit trading accounts as soon as a payment has been successfully processed.
Payment integration
Connect your payment processor to automate deposits without a separate manual step.
Streamlined workflows
Give customers one place to work with their accounts instead of switching platforms.
Access your data
Bring trades, customer records, deposits, and withdrawals into your business applications.
Push notifications
Set event-based triggers that notify your team when something needs attention.
RESTful API
Integrate with the tools and programming languages your team already works with.
Bi-directional access
Read and write MetaTrader4 data in real time to keep connected systems up to date.
Enterprise security
Encrypted communication between MetaForce and your connected applications.
Solutions built around your business.
Custom client areas and CRM integrations connect MetaTrader4 to the way your team works.
Client administration areas
A central place for clients and administrators to manage their MetaTrader4 accounts.
Process deposits through connected payment providers.
Create accounts and manage them from an administrator workspace.
Let clients manage passwords and request new accounts for approval.
Show clients and administrators a daily account activity summary.
Salesforce integration
Put trading and account information alongside your sales and customer support workflows.
Display trade data and manage accounts within Salesforce.
Review trades and profit information using Salesforce reporting.
Combine MetaTrader4 data with sales reports.
See balances, profit and loss, and open trades during customer conversations.
A custom MetaTrader4 solution.
Setfive can help you plan and build an integration for your specific workflow, from a customer-facing portal to the reporting your team needs behind the scenes.
Account and deposit workflows: connect account creation with payment processing.
Customer portals: give clients access to account information, analytics, and key metrics.
CRM reporting: build custom reports around trading and customer data.
Let's talk about your integration.
For more information about MetaForce or help with a custom solution, email Setfive.
