While talking about beginner brokers who are going to enter the Forex market, a set of important issues is taken into account. Business owners accord their companies in compliance with the current legislature, connect leading trading platforms and reliable payment providers, etc. Meanwhile, the interaction with traders is among the key tasks for every rising broker, as traders are your clients, and the overall profit fully depends on their activity.

A high-end trader’s room is among the crucial components of your brokerage business. Multiple companies offer business owners such a solution; meanwhile, you need to invest your time, money, and efforts in the ahead-of-the-market trader’s rooms to overcome your competitors. How to select the best solution? The foremost concern is to understand the notion and must-have features of a client’s room.

What is the trader room meaning?

Brokerage businesses contain a string of important components, including a CRM system, trading platform, payment gateways, and other constituents. Meanwhile, a trader’s room is a space where clients find themselves, entering their logins and passwords.

This said, clients expect to obtain a convenient, easy-to-use, and secure solution. The scope of features is more or less the same.

What are the must-have features of a client’s cabinet?

A high-end trader’s room needs to contain the following features:

• Protected online wallet:

Every signed-up trader receives an online wallet that serves as a mediator between funds and trading. Professional users make multiple transactions through such wallets to handle the trading process effectively.


• Safe and secure payment portal:

Traders make deposits to start purchasing assets, and this opportunity is available inside a payment portal. Brokers need to protect every transaction, making the whole process straightforward. The portal keeps payment information inaccessible to third parties. Furthermore, traders need to get a variety of payment methods to use (bank cards, e-wallets, wire transfers).


• Compatibility with other languages:

Successful brokers offer their services throughout the world; this is why speakers of different languages may join a company. High-end traders room setup enables entrants to translate the interface into different languages, getting the highest convenience.


• Trading reports at call:

Professional traders understand that success directly depends on their skills and experience. This said, high-quality trader’s rooms enable clients to download detailed reports (weekly, monthly, quarterly) to analyze trading outcomes and understand whether the chosen strategy is effective or not. When reports don’t satisfy traders, the instant change of a strategy is observed.


• Timely and effective customer support:

Customer support is exceptionally important for both beginner traders and experienced professionals, as every trader may use troubles and headaches. Client’s cabinets should contain several options to contact support agents. On top of the ticketing system, live chat is considered the most effective feature to solve any hurdles.

Aside from the given must-have features, users’ cabinets may include a system of notifications, support mobile applications, etc. Meanwhile, FX brokers need to outline some features they truly need.

Looking for a reliable provider

When you understand the required features of a Forex trader room, apply to a company that provides such solutions. What are the steps to integrate a client’s cabinet?

• Find a provider that offers package solutions. For instance, the B2Core product unites a high-quality CRM system, trader’s room, and client’s portal. These packages are easy-to-integrate and customized.


• Select a package that meets your business needs. Don’t waste your money – packages with useless features for your company are not a good idea.


• Let qualified and experienced specialists integrate solutions correctly to get everything working as one mechanism (trading platform, client’s cabinet, CRM system, payment gateways, and other components).

Why is B2Broker the best provider? B2Core product is an important leap for the trading industry, as the solution is based upon advanced technologies and innovations. With more than 170 companies who’ve chosen the product, B2Core is a powerful fuel to overrun your competitors. The solution was claimed to meet and even exceed trader’s expectations, offering ultimate functionality to newer entrants.