RedCherry

Broker & Prop Firm CRM

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RedCherry
Use cases

How brokerages put RedCherry to work

Common situations brokerages bring to us, and the parts of RedCherry that handle them. These are example scenarios, not customer stories.

Launching a new brokerage

A new brokerage needs sign-up, verification, deposits and trading accounts working before its first client arrives.

  • Branded client portal and onboarding flow configured
  • KYC with Sumsub, Shufti Pro or Didit, plus SMS checks
  • Payment gateways switched on for the target regions
  • Trading accounts created automatically once a client is verified

Replacing separate tools

A growing brokerage runs leads in one tool, payments in another and support by email, and nobody sees the whole client.

  • One client record for sales, compliance and finance
  • Deposits, withdrawals and reconciliation in the same system
  • Tickets with SLAs instead of a shared inbox
  • Real-time dashboards across the business

Growing through partners

A brokerage wants Master IBs to recruit sub-IBs and needs commissions paid correctly at every level.

  • Unlimited IB levels under each Master IB
  • Commissions calculated from volume or lots
  • Referral links tracked through to funded clients
  • Branded IB dashboards with statements and exports

Taking deposits across regions

Clients in different countries expect local payment methods, their own currency and onboarding in their language.

  • Country-based onboarding with localized content
  • Multi-currency wallets for every client
  • Cards, e-wallets, local methods and crypto side by side
  • Fees and conversion shown before the client pays

Bringing traders back

A brokerage has registered clients who never funded, and funded clients who have gone quiet.

  • Segments by status, country and activity
  • Email campaigns with delivery, open and click tracking
  • Deposit and recurring bonuses with lot targets
  • Results followed up from the client record

Scaling from startup to enterprise

A brokerage that launched with one desk and one gateway now needs more regions, more payment providers and more partners without changing systems.

  • Modules switched on as the business grows, on the same platform
  • New regions with their own onboarding and gateways
  • Sales desks and roles added per region
  • Plans that grow with client numbers, with zero setup fees

Recognize your brokerage in one of these?

Book a demo and we will walk through it with your own setup in mind.

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