New integration blends investment tools with broker platforms, turning CRM systems into fund management hubs.
Broctagon and Takeprofit Tech introduce CRM upgrade that allows forex brokers to manage client accounts like small hedge funds. This partnership adds fund management tools directly into Broctagon’s broker platform, expanding its use beyond basic operations.
The key update is the integration of EasyMAM, a portfolio solution by Takeprofit Tech, into Broctagon’s AXIS CRM. Brokers can now oversee multiple investor accounts from a single interface, helping them act more like fund managers.
Broctagon Expands CRM Role
Broctagon CEO Don Guo said the CRM should act as a growth engine for brokerages. “EasyMAM is one of the most in-demand tools in trading. Adding it to our CRM brings real value for brokers and their clients,” Guo noted.
With this move, brokers gain the ability to manage and allocate investor funds within the CRM. Traders get more control and insight into how their money is used.
Takeprofit Tech Adds More Tools
Diana Peip, Head of Sales at Takeprofit Tech, said the company has added a feature for investors to compare fund managers and assign funds directly. “This strengthens Broctagon’s CRM and gives brokers better tools for growth,” she said.
Broctagon and Takeprofit Tech introduce CRM upgrade at a time when demand for managed account services continues to rise. Last year, Broctagon also added Tools for Brokers to its network, gaining more liquidity options.
Company Backgrounds
Broctagon, based in Singapore, has over 15 years of experience and works with 350 clients in 50 countries. Its services include multi-asset liquidity and blockchain development.
Takeprofit Tech, founded in 2013 and based in Cyprus, builds trading tools for brokers and liquidity providers, helping them reduce risk and grow their client base.
TradeLocker also partnered with Takeprofit Tech recently to enhance its liquidity offerings.
