Sterling & Pierce is proud to present its state-of-the-art Customer Relationship Management (CRM) system, designed to meet the complex needs of financial institutions and beyond. Our CRM, developed with API Flask and equipped with advanced encryption, offers unparalleled security and exceptional flexibility.
Our CRM offers specific features for brokers, including transaction management and connection to MT4/MT5 trading platforms.
Adapted to the unique needs of banks and other financial institutions, our CRM ensures secure management of client data and operations.
Our flexible CRM can be customized to meet the specific needs of any business, regardless of its industry.
Our team of experts conducts a thorough analysis of your specific needs to understand your unique challenges.
We design tailored solutions that fit your industry and internal processes.
Our agile development approach allows us to react quickly and adapt the solution as we go.
We ensure smooth integration and provide comprehensive training to your teams.
Develop tailored APIs to meet your specific needs.
Just €100 per month for each custom API.
Easily connect with existing systems and platforms.
Robust profile system with KYC/KYB verification and 2FA security.
Efficient management of deposits, withdrawals, and internal transfers.
Seamless connection with MT4/MT5 manager for streamlined trading operations.
Personalize your CRM and choose from 7 language options.
Effortless connection with popular trading platforms for comprehensive management.
Access your CRM on-the-go with our powerful mobile version.
Custom API creation for seamless integration with your existing systems.
Control access to your CRM with IP whitelisting.
State-of-the-art encryption for all sensitive information.
Add an extra layer of security with two-factor authentication.
Automatically create and send invoices to clients.
Generate and manage contracts with ease.
Provide valuable resources to clients through integrated ebooks.
Benefit from all the features of the Standard package, forming a solid foundation for your customer management.
Integrated internal messaging system for smooth collaboration between teams and responsive customer support.
Effectively manage your partners and affiliate programs to drive your growth.
Advanced tools to optimize your investment strategies and improve your conversion rates.
Simplified connection and configuration with payment service providers for seamless transactions.
All features of the Pro package, enhanced with extended capabilities to meet institutional requirements.
5 APIs included for seamless integration with your existing systems and extensive customization.
Connecting to our liquidity system and leasing the MT5 platform for an optimal trading experience.
Integrated P&L Calculation Tools for precise, real-time financial management.
We are committed to providing constant support and improving our platform for the benefit of our clients. Our team works tirelessly to ensure that all client feedback is implemented efficiently.
Continuous Training
We offer regular training to help you master new features.
Regular Updates
We continuously enhance our platform with new features.
Customer Feedback
We integrate customer feedback to improve our platform.
| Package | Monthly Price | Key Features |
|---|---|---|
| API | €100 per API | Custom API |
| Standard | 1499€ | KYC, Trading, Multilingual |
| Pro+ | 1999€ | Standard + IB, Investment |
| Institutional | Upon request | Pro + APIs, Liquidity, MT5 |