Overview
EAERA offers a cloud-based customer relationship management (CRM) and back-office platform tailored for FX brokers and prop firms. While its advanced features may initially feel overwhelming, its real-time analytics, automated onboarding, and seamless trading platform integrations make it a powerful solution for managing and scaling brokerage operations.
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Starting Price
Custom
EAERA Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is EAERA?
EAERA is a specialized cloud platform designed to serve as the central operating system for FX brokerages and proprietary trading firms. It goes beyond traditional CRM functions to offer a holistic business management solution. Key capabilities such as automated lead nurturing and multi-level Introducing Broker (IB) management enable firms to efficiently scale client acquisition and partner networks while meeting the complex operational and compliance demands of the financial trading industry.
EAERA Pricing
EAERA Integrations
The software supports integration with multiple systems and platforms, such as:
- Power BI
- Looker Software
- Tableau Software
- GetResponse
- SendPulse
- cTrader
- SendGrid
Who Is EAERA For?
EAERA is ideal for a wide range of financial businesses and professionals, including:
- FX brokerages
- Proprietary trading firms
- Crypto spot exchanges
- Financial account managers
- Investment firms
Is EAERA Right For You?
If your firm needs more than a basic CRM, EAERA could be the right fit. It serves as a complete core business system, combining client management, compliance, risk oversight, and affiliate tracking in one platform. Built for FX and prop trading workflows, EAERA provides the specialized infrastructure needed to scale operations efficiently and stay ahead in a competitive market.
Still unsure about EAERA? Connect with our customer support staff at (661) 384-7070 for further guidance.
EAERA Features
EAERA automates lead capture from web forms and marketing campaigns, then scores prospects based on trading interests, deposit potential, and engagement level. The platform enables teams to visually track and manage leads through every stage, from initial contact to successful onboarding, for improved conversion outcomes.
The platform links client profiles to trading accounts on MT4, MT5, or proprietary platforms for real-time visibility. Users can activate, pause, or modify accounts and track deposit and withdrawal activity from a centralized dashboard, simplifying financial operations and strengthening client account oversight across multiple systems.
EAERA streamlines task delegation across sales, support, and compliance teams while tracking progress in real time. The software automates follow-up reminders, onboarding steps, bonus approvals, and campaign workflows, enabling teams to reduce manual effort and maintain consistent engagement throughout the client lifecycle.
The software includes a dedicated IB portal for tracking referrals, calculating commissions, and reviewing performance metrics. Affiliate managers can launch campaigns with unique tracking links, manage tiered payouts, and automate commission reporting and disbursements, ensuring accuracy and transparency across partner relationships.
EAERA helps firms plan, launch, and monitor promotional campaigns such as deposit bonuses and seasonal offers. The platform supports automatic bonus distribution to qualified accounts and enables the creation of referral programs, allowing both clients and affiliates to receive customized incentives tied to specific marketing initiatives.
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