FOR THE
MODERN BROKERS

We enable brokers to launch distinctive brands successfully.

One Stop HubFrom technology to liquidity, all in one place.

Fast & EfficientSave time and money with no development required.

CORE SOLUTIONS

MT4 & MT5 White LabelTurnkey FX Broker trading platform integrated with Broctagon’s complete solution suite.

AXIS FX CRMYour highly customizable and fully branded FX Broker CRM deployed in 1 Day. SaaS model, no setup fee.
MULTI-ASSET LIQUIDITY
Over 1800 instruments with spreads from zero.
FULL SUITE

Investment PlatformPAMM / MAM / Social Trading

Ancillary ServicesIncorporation / Licensing / Website

Data Centre SecurityProtection / Recovery / Pentest
FOR NEXT-GEN
EXCHANGES

We enable exchanges to be instantly competitive with robust liquidity.

FOR PROMISING
TOKEN PROJECTS

We help tokens manage liquidity so they can focus on delivering success.

NEXUS 2.0 EXCHANGE SOLUTIONS

NEXUS LinkLiquidity Aggregator &
STP Engine
Supercharge your order books with aggregated liquidity.

NEXUS AutoChartData-Driven
Chart Synthesis
K-line plotting with global price discovery.

NEXUS CoreAutomated Market Making
System
Highly customizable with
full in-house control.
TOKEN SOLUTIONS

NEXUS NativeAltcoin / Native Token
Liquidity Management
Market making and capital management system.
FOR FUTURE-PROOF
BUSINESSES

We enable businesses to participate in a decentralized future with minimal inertia.

Managed ServiceSo you can focus on your core business

SeamlessIntegrate blockchain into your current infrastructure

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Free ConsultancyAllow us to understand your business to customize the perfect fit for your needs.

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BLOCKCHAIN SOLUTIONS

NFT MarketplaceLaunch your fully branded NFT marketplace x social media platform.

Asset Tokenization PlatformLaunch your tokenized assets complete with an APP, CRM and Explorer with our plug-and-play platform.

Blockchain-in-a-BoxIndustry-agnostic data
integration on chain for
experimental implementation.

Whitepaper CreationCraft a professional whitepaper complete with project and
technical advisory.

Enterprise DevelopmentTailored, end-to-end solutions
and consultancy for non-disruptive blockchain implementation.
DEFI SOLUTIONS

DeFi Yield Farming

DeFi Arbitrage Bot

DeFi Lending

DeFi DEX AMM

AXIS CRM V5.0 – Version Upgrade

Thursday, June 30th, 2022

We are excited to launch a new version of our Brokerage CRM, AXIS v5.0.

In this brand-new upgrade, we tapped on the experience having served hundreds of brokers, to rollout a multitude of optimizations and customizations that address the common pain points of brokerages, allowing them to have enhanced control over client data with increased customizability, flexibility, and efficiency.

Client Settings
  • Client settings have been optimized so that referral network integrity remains intact even when multiple changes are made to individual traders/IBs. A trader’s tier now remains the same even if his IB is deleted or moved to another position in the same referral tree. This allows for greater business flexibility when dealing with dynamic changes in IBs and referral networks.
  • We have improved the workflow of binding and unbinding trading accounts by adding the option to do so more conveniently in multiple areas:
    • Admins can now create, bind and unbind a trading account in the “client details page”.
    • Admins can now unbind a trading account in the “clients’ list page”.
Approval Settings
  • A ‘To-Do’ list has been added to the ‘Approvals’ section, to enable admins to view and manage pending requests more systematically and effectively.
    • Admins can approve or reject requests in batches.
  • Data permissions for trader registration approval have also been refined
    • Permissions are now granted according to registered trader and registered owner
  •  A new optional field, ‘Nationality’, has been added to trader registration details. This will add another option to filtering for better business insights
  • To reduce the number of actions required by admins, the option to create and bind a new account simultaneously has been added, during the process of approving an IB registration request.
  • For transfer settings that are set to be automatically approved, exceptions can now be added for certain account types.
  • More control and flexibility have been added to admin management. Admins can choose to install a new application, ‘Multi-Level Approval’.
    • Upon installation, this allows admins to assign and create tiered approval levels for different approval processes.
Reports
  • For an even more detailed reports history, partially-closed orders will now also be displayed in the MT5 trade history report.

Report filtering functions have been refined to make client data more easily accessible.

  • Reports filtering can now include symbol groups. This is applied to the following areas:
    • Admin Portal ➝ Reports ➝ CRM Reports ➝ Fixed Commissions
    • Admin Portal ➝ Reports ➝ CRM Reports ➝ Flexible Commissions
    • Admin Portal ➝ Reports ➝ MT Reports ➝ Trade History
    • Admin Portal ➝ Reports ➝ MT Reports ➝ Open Positions
    • Admin Portal ➝ Reports ➝ MT Reports ➝ Pending Orders
  • Reports can also be filtered by nationality. This is applied to the following areas:
    • Admin Portal ➝ Reports ➝ CRM Reports ➝ Transactions
  • Report filters have been refined to include the parameter ‘or’.
  • Admins can now click the page number index to view a specific page in the ‘Comprehensive Account Report’.
  • Commission records marked as ‘failed’ can now be deleted.
  • Report downloads have also undergone optimization in the following sections:
    • Back Office ➝ Clients ➝ Trading Accounts
    • Back Office ➝ Clients ➝ Wallet
    • Back Office ➝ Approval ➝ Deposit
    • Back Office ➝ Approval ➝ Withdrawal
    • Back Office ➝ Reports ➝ CRM Reports ➝ Fixed Commissions
    • Back Office ➝ Reports ➝ CRM Reports ➝ Flexible Commissions
    • Back Office ➝ Reports ➝ MT Reports ➝ Trade History
    • Back Office ➝ Reports ➝ MT Reports ➝ Open Positions
    • Back Office ➝ Reports ➝ MT Reports ➝ Pending Orders
    • Back Office ➝ Reports ➝ MT Reports ➝ Comprehensive Account Report
    • Client Portal-Referral ➝ Clients’ Reports ➝ Trade History
    • Client Portal-Referral ➝ Clients’ Reports ➝ Open Positions
    • Client Portal-Referral ➝ Clients’ Reports ➝ Pending Orders
    • Client Portal-Referral ➝ Clients’ Reports ➝ Fixed Commissions
    • Client Portal-Referral ➝ Clients’ Reports ➝ Flexible Commissions
    • Client Portal-Referral ➝ Clients’ Reports ➝ Comprehensive Account Report
    • Client Portal-Reports ➝ Trade History
    • Client Portal-Reports ➝ Open Positions
    • Client Portal-Reports ➝ Pending Orders
Deposit and Withdrawal
  • Online deposit payment settings can now be more tailored to user preferences. Maximum total deposit can be set and defined for a specific time period.
  • Admins now have greater control over client deposit specifications. They can input the number of decimal places they would like to accept for each payment currency.
  • Admins now have new custom fields in the withdrawal box. Field type now supports document upload.
  • Admins now have greater control over client withdrawal functions to streamline their business processes:
  • Daily withdrawal time zones and period can now be set.
  • Admins can choose whether to display the exchange rate, the conversion calculation formula and its corresponding conversion fee during client withdrawal.
  • The comment box in the deposit and withdrawal section of the trading account can now support special characters, such as Chinese characters.
User Management
  • User management and permissions can now be set via the following:
    • Super admin: This user role can view all admins in the company
    • All Downlines: This user role can view all users that are a tier below them.
    • Direct Downline: This user role can only view their own direct downlines
  • Permissions for viewing of commission is now more refined. Admin can choose to check or uncheck the following new fields for different roles and user groups:
    • Commission Statistics
    • Fixed Commission Report
    • Flexible Commission Report
  • For a better overview of admin user hierarchy, the organizational structure of admins can now be viewed under:
    • Settings ➝ Back Office ➝ User ➝ User Management
  • Back-office users can be divided into different teams for more optimized management
Admin Portal
  • The following buttons and its corresponding functions have been added:
    • ‘Data Permissions’ have been added in ‘Dashboard’
    • ‘Permission Control’ have been added to ‘PSP settings’
    • ‘Field Access Settings’ in ‘Roles’
Promotional Links
  • Admins can now restrict promotions links to certain user groups via a ‘Restricted User List’.
  • Admins now have the option to trigger promotion links during the following events:
    • IB promotes trader
    • IB promotes IB
    • Trader promotes trader
    • Trader promotes IB
Security

Security has been enhanced to identify remote logins and flag possible phishing attempts. When a user’s IP address during login is different than a previous session, a pop-up and email notification will be sent to notify the user.

Wallet Management

The filter settings in wallet management are now more sophisticated. Details in the clients’ wallet can now be sorted by these new fields:

  • ‘Total Balance’
  • ‘Pending Withdrawal’
  • ‘Available Balance’

About Broctagon Fintech Group

Broctagon Fintech Group is a leading multi-asset liquidity and full suite FX technology provider headquartered in Singapore with over 10 years of established global presence in Hong Kong, Malaysia, India, Cyprus, Thailand and China. We specialize in performance-driven and bespoke solutions, serving clients across more than 50 countries with our liquidity aggregator technology, brokerage and exchange solutions suite, as well as enterprise blockchain development.
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