Devexperts and Forex CRM Provider EAERA Merge Trading and Client Management

Devexperts has integrated EAERA’s
customer relationship management (CRM) system into its DXtrade platform,
allowing brokers to access CRM tools directly within the trading environment.

The move links back-office automation of
EAERA, the technology provider for forex companies, with DXtrade’s trading
infrastructure. The integration offers brokers using
DXtrade access to EAERA’s tools for onboarding, compliance, performance
tracking, and client segmentation.

Its features reportedly include
automated KYC flows, dashboards for monitoring trading behavior, role-based
access for staff, and affiliate management tools.

Automation Added to Trading
Infrastructure

According to DXTrade, the CRM system
enables brokers to monitor and manage trader activity through a single
interface. Functions such as trader acquisition, verification, and ongoing
engagement can now be handled without switching platforms.

“EAERA’s CRM is designed to empower FX
brokers and prop firms with real-time insights, smart segmentation, and
streamlined operations. Integrating with DXtrade allows us to bring this power
directly into the trading environment, enabling brokers to deliver better
outcomes for their traders,” commented Quan Ta, the CEO of EAERA.

EAERA also incorporates AI-based
segmentation features to categorize clients by behavior. According to both
firms, the integration aims to streamline brokerage operations by
connecting client management and trading tools.

DXtrade is a multi-asset trading
platform with cloud-based deployment and risk controls. It supports white-label
use and is designed to operate across desktop and mobile devices. The system is
used by brokers and proprietary trading firms and includes features such as
configurable trading permissions and order routing.

Use Cases for Prop Firms and Brokers

The new integration is positioned to
support brokers working with performance-based models, particularly in
proprietary trading. Tools for real-time insight into trading behavior remain a
key part of DXtrade’s analytics suite.

Expect ongoing updates as this story evolves.

Devexperts has integrated EAERA’s
customer relationship management (CRM) system into its DXtrade platform,
allowing brokers to access CRM tools directly within the trading environment.

The move links back-office automation of
EAERA, the technology provider for forex companies, with DXtrade’s trading
infrastructure. The integration offers brokers using
DXtrade access to EAERA’s tools for onboarding, compliance, performance
tracking, and client segmentation.

Its features reportedly include
automated KYC flows, dashboards for monitoring trading behavior, role-based
access for staff, and affiliate management tools.

Automation Added to Trading
Infrastructure

According to DXTrade, the CRM system
enables brokers to monitor and manage trader activity through a single
interface. Functions such as trader acquisition, verification, and ongoing
engagement can now be handled without switching platforms.

“EAERA’s CRM is designed to empower FX
brokers and prop firms with real-time insights, smart segmentation, and
streamlined operations. Integrating with DXtrade allows us to bring this power
directly into the trading environment, enabling brokers to deliver better
outcomes for their traders,” commented Quan Ta, the CEO of EAERA.

EAERA also incorporates AI-based
segmentation features to categorize clients by behavior. According to both
firms, the integration aims to streamline brokerage operations by
connecting client management and trading tools.

DXtrade is a multi-asset trading
platform with cloud-based deployment and risk controls. It supports white-label
use and is designed to operate across desktop and mobile devices. The system is
used by brokers and proprietary trading firms and includes features such as
configurable trading permissions and order routing.

Use Cases for Prop Firms and Brokers

The new integration is positioned to
support brokers working with performance-based models, particularly in
proprietary trading. Tools for real-time insight into trading behavior remain a
key part of DXtrade’s analytics suite.

Expect ongoing updates as this story evolves.

This post is originally published on FINANCEMAGNATES.

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