In this project, I delivered a comprehensive TM9 trading CRM designed to streamline broker operations, manage clients efficiently, and automate complex financial workflows. The solution included:

• Client Onboarding & Account Management:
  • Smooth registration process for new clients with KYC/AML verification.
  • Real-time account monitoring for live and demo accounts.
  • Automated verification and compliance checks to ensure regulatory standards.
• Trading Operations & Monitoring:
  • Direct integration with TM9 APIs for live trading data.
  • Tracking account balances, trading performance, and profit/loss statements.
  • Instant notifications for deposits, withdrawals, and trades.
• IB & Affiliate Management:
  • Multi-tier IB system with automated commission calculation.
  • Referral reward distribution and performance tracking.
  • Analytics dashboards to monitor IB network efficiency and revenue contribution.
• Financial Automation:
  • Automated handling of deposits, withdrawals, and transaction statuses.
  • Rebate and commission workflows executed without manual intervention.
  • Integration with internal accounting systems for reporting.
• Reporting & Analytics:
  • Detailed reports on trading activity, client accounts, and IB performance.
  • Exportable and printable reports for management and auditing.
  • Custom dashboards with visual charts for real-time insights.
• Security & Role-Based Access:
  • Multi-level access permissions for admins, managers, IBs, and clients.
  • Data encryption for secure storage of sensitive financial information.
  • Secure login systems and audit trails for all actions.
• UI/UX & Accessibility:
  • Intuitive and responsive dashboards for desktop and mobile.
  • User-friendly navigation with visual trading metrics.
  • Optimized design for real-time monitoring and decision-making.

Outcome:
The TM9 CRM solution provided brokers with a powerful, automated, and fully customizable platform. It improved operational efficiency, reduced manual workload, enhanced client management, and delivered real-time visibility into trading activities and IB network performance.