La suite CRM y PMS de Swiss-Sovereign para criptocorredores

Incorporación digital y automatización del cumplimiento

Onboarding clients in crypto is a complex process — often involving multiple checks, identity verifications, and anti-money laundering procedures. This CRM simplifies it all with customizable digital forms, automated KYC and KYB verification, and integrated compliance tracking. Each client journey is recorded in full, creating an audit-ready trail while speeding up account activation. You’ll onboard faster without sacrificing accuracy or regulatory rigor.

Creado para flujos de trabajo criptográficos

Every broker’s process is different, but crypto workflows are especially dynamic. This CRM adapts to that reality. From capturing leads to managing trades, commissions, and pipelines, the system offers complete visibility into every client interaction. You can log voice calls, track deals in real time, and manage both retail and institutional clients within one unified platform. Trading data, client conversations, and performance metrics are all connected — giving your team instant access to the information that drives better decisions and stronger relationships.

Gestión y análisis de carteras

Once trades are executed, the platform transitions seamlessly into portfolio management. You can monitor crypto, fiat, and derivative holdings across multiple wallets and custodians. Interactive dashboards give you real-time insights into client performance, risk exposure, and profitability. With automated reporting and compliance-ready records, you’ll never have to chase data between systems again. Everything is connected, accurate, and accessible — empowering you to deliver professional-grade reporting and transparency to your clients.

Marketing inteligente y retención de clientes

Beyond trading, long-term client loyalty is built through smart communication. This CRM includes powerful marketing automation to help you nurture leads, engage existing clients, and personalize communication across channels like email, SMS, and WhatsApp. Automated workflows can trigger messages after onboarding, trade execution, or portfolio updates — ensuring every client stays informed and valued without adding to your team’s workload.

Permiso de registro y auditoría

El cumplimiento de las normativas del sector es una parte importante de cualquier negocio. InvestGlass le permite conceder permisos a los objetos para controlar el acceso a sus campos de datos y registros. Cada objeto puede configurarse con un nivel específico de acceso para crear, leer, editar y eliminar esos registros. Este nivel de acceso definirá el alcance que tiene un usuario para manipular un registro de campo.

Field Audit Trail le permite conservar los datos del historial de campo archivados hasta 10 años desde el momento en que se archivaron.