5 apps a successful broker must have

Adinah Brown

While there are apps to help you make your life easier, deciding which are the best ones can be a little bit harder. Leverate’s Adinah Brown looks at five user friendly examples

Running a Forex brokerage is no easy feat. You are not just focused on bringing in traders, which is the lifeblood of your business, but you have to manage tens of add-ons like supervising payroll, hiring new personnel and handling everything from the internet being down to shopping for office supplies and making sure there is enough coffee to keep everyone running.

The demands of running your own business can often be overwhelming. However, as mobile apps have become more prevalent, you’ll find that there are hundreds of apps available, especially designed to help you be more productive and organized.

Everything from staying on top of your income and expenses, to keeping a to-do list and delegating tasks to people in your team. All of it can be accomplished with the slide of a finger and the push of a button.

While there are apps to help you make your life easier, deciding which are the best ones can be a little bit harder. So, we have selected the top 5 apps that are used by the most successful brokers in the industry.

Mobile CRM  – Zoho

Your CRM is a powerful tool, but if you are not in front of your computer, then you disconnect yourself from the wealth of information your CRM provides. Tools like Zoho enables you to take all this valuable data and information insight with you, wherever you go. At the same time keep a constant view of what your business looks like and how your sales team is performing.

Trading App – Sirix Mobile

If you are going to offer a mobile trading app to your clients, make a wise choice and go with Sirix.  Offering both standard trading and social trading, this puts a powerful Forex platform directly under your fingertips.  With a highly intuitive UI, track your P&L, margin and positions, amongst its numerous offerings.

Charting App – Forex Chart Widget

With this widget on your home screen you are always just one tap away from a quick look at the charts of the major forex pairs. Select the periodicity which ranges between 5 minutes to weekly, compare relative chart performances which ranges from one day to one YTD and compare positions from the most highly traded currency pairs.   

News and Education – Investing.com

When it comes to news and trading information, investing.com should be your go to, if it isn’t already. Available as an app, investing.com offers a constant stream of financial news, technical analysis and real time quotes for financial instruments. This app is helping thousands of users stay on top of the markets everyday!

Mobile budget – Expensify

When you own your own business, even the small expenses count. Use Expensify to keep track of business expenses like cab fares and business lunches, store receipts and catalogue them by categories. If your employees use Expensify as well, they can share their expense reports with you at the end of each month. This is such an outstanding app that it is no wonder it processes more than $2 million in expenses every day.

Stay on task and up to date while you are away from your desk and let these apps help you boost your productivity and change the way in which you run your business.


Read this next

Industry News

ASIC cancels/suspends AFS license of AFSL Group and Quantum Funds Management

ASIC canceled the AFS license of AFSL Group because it failed to lodge statements and audit reports and it did not maintain AFCA membership. The Australian regulator suspended Quantum because it does not have the required professional indemnity insurance coverage.

Executive Moves

BidX Markets hires Shaun French as Research Analyst – Multi Asset

“We believe with his background in the Financial Markets and being based in Dubai, he will be able to provide our clients with access to outstanding research, while also being in a great location to help support our international clients base which is growing at a rapid pace’’.

Institutional FX

Nasdaq migrates US options exchange to AWS with +10% performance in round-trip latency

Nasdaq has announced the successful migration of the core trading system of Nasdaq MRX – one of its six U.S. options exchanges – to Amazon Web Services (AWS).

Institutional FX

TraditionData launches oil swaps pricing data at a critical time in OTC oil traded markets

TraditionDATA has announced the release of a new proprietary Oil Swap Model (OSM) which brings further visibility into illiquid and opaque oil markets.


TNS connects to Tel Aviv Stock Exchange (TASE) as market data vendor

“This latest exchange connection allows TNS to provide access to approved recipients, including exchange members and market data vendors. This project includes market data for TASE’s equities and increases the number of market data feeds we now offer globally.”

Executive Moves

Cowen Digital taps ex-Blockchain.com Taylor S. Cable to lead Europe and Asia operation

“Cowen Digital is a pioneer in delivering institutional grade access to the digital asset ecosystem and I am very excited to join the team at this pivotal time to grow our presence in Europe and Asia.”

Industry News

ASIC sues American Express Australia for lack of TMD on credit cards

“ASIC has now taken multiple actions under the design and distribution regime, including issuing over 20 interim stop orders. This regime turned a new page in the regulation of financial products in Australia and is intended to deliver better outcomes for consumers. It is a priority for ASIC to maximize these increased protections and see the long-term benefits of the DDO regime realized.”

Institutional FX

Eurex reports mixed volumes for November 2022

Deutsche Börse’s derivatives-focused exchange, Eurex today said its total traded derivatives contracts grew by 10 percent in November, from 68.6 million to 75.3 million compared to the same month last year.

Digital Assets

AAX’s Nigerian customers storm local office amid withdrawal halt

According to the Nigerian media, angry consumers of the troubled crypto exchange AAX had stormed its local office hoping they can get their money back after the firm halted operations earlier in November.