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TradeSmarter offers a CRM  solution designed specifically for the financial industry, particularly geared towards wealth management and forex trading. Here's what we know about their CRM:


  • Focus on Client Communication: TradeSmarter CRM emphasizes functionalities that enhance communication between financial advisors and their clients. This might include:

    • Click-to-call and click-to-email directly from the CRM.
    • Short email templates for quick and efficient communication.
    • Integration with communication platforms for chat and telephony.
  • Integration with Trading Platform: The CRM likely integrates seamlessly with TradeSmarter's own trading platforms (e.g., Wow Trader, MT4) to provide a unified user experience for managing client accounts and communication.

  • Client Information Management: Organize and track client information, including financial details, investment preferences, and communication history.

  • Sales and Service Automation: Automate routine tasks associated with client onboarding, account management, and service delivery, potentially improving efficiency.

  • Analytics and Reporting: Generate reports on client activity, portfolio performance, and sales pipeline to gain insights and make informed decisions.


  • Increased Productivity: Streamline workflows and save time through automation and efficient client communication tools.
  • Enhanced Client Relationships: Foster stronger relationships with clients through personalized communication and proactive service.
  • Improved Sales Performance: Manage leads effectively and convert them into paying clients with targeted strategies.
  • Data-Driven Decisions: Gain valuable insights from client data to optimize your financial advising and marketing efforts.

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