Sky Gold

All-in-one client relationship management system (CRM) custom-built for gold dealers who operate in both the CFD (Contracts for Difference) and physical gold markets.

Whether handling extensive physical gold inventories or monitoring fluctuating CFD positions, Sky Gold equips you with the essential tools to navigate the intricate and competitive realm of gold trading.

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Key Features

eStore

Sky Gold’s built in e-store offers you unmatched features to power up your business.

Order Management

The eStore feature enables clients to browse and purchase physical gold directly from your website.

With options to buy, sell back, and arrange for shipping, you provide your clients with the flexibility to either have the gold shipped to them or securely store it with you.

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Pricing

Sky Gold offers you the flexibility to perfectly align your prices with your operational strategy

Real-time Pricing

⁨Sky Gold’s eStore can be synced with live market data, ensuring that clients always see the most up-to-date prices for physical gold.

Manual Pricing

Manually set product rates and implement custom pricing strategies tailored to your sales goals or client preferences.

Manual/Automatic Calibration

Complete flexibility to switch between manual and automatic pricing calibration at any time and to any client, giving you full control over how prices are set.

Comprehensive Client Profiles

Client Segmentation

Ability to segment clients based on their preferences for physical gold or CFDs, investment size, risk tolerance, and trading behaviour.

Transaction History

Detailed records of all transactions, including both physical gold purchases/sales and CFD trades with easy access to past activity.

Dual Portfolio Management

Physical Gold Inventory Tracking

Tools for managing and tracking physical gold holdings, including stock levels, storage details, and logistics

CFD Position Management

Real-time monitoring and management of CFD positions, such as margins, leverage, and market exposure

Compliance and Regulatory Tools

KYC (Know Your Customer)

Integrated features for verifying client identities and ensuring compliance with anti-money laundering (AML) regulations.

Regulatory Reporting

Automated generation of reports required for regulatory compliance, tailored to specific needs of gold and CFD trading.

Security and Data
Protection

Encryption

End-to-end encryption of client data, transaction details, and communications to protect sensitive information.

Role-Based Access

Access controls that ensure only authorized personnel can view or manage sensitive data.

Advanced Analytics and Reporting

Customizable Reports

Generate detailed, customizable reports on trading performance, client activity, inventory levels for both CFDs and physical gold.

Market Analysis

Built-in analytical tools to help you analyze market trends, client behaviour, and portfolio performance

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Communication and Marketing Automation

Automated Alerts

Real-time notifications and alerts for market changes, transaction confirmations, and regulatory updates.

Targeted Campaigns

Tools for creating and managing marketing campaigns tailored to clients’ specific interests in physical gold or CFDs.

Advanced Analytics and Reporting

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User-Friendly Interface

Intuitive and customizable dashboards that allow you to easily monitor client interactions, trading activities, and inventory levels.

+ Accessibility

:Sky Gold is compatible with all operating systems, and the admin portal is available in a web application for both MacOS and Windows. It features a mobile-friendly design that provides access to CRM functionalities on the go, so you can manage your business anywhere.

Task and Workflow Automation

Automated Workflows

Streamlined routine tasks, such as client onboarding, compliance checks, and trade execution through automated workflows

Task Management

Features to help you assign, track, and manage tasks within different teams for efficient operation.

Customer Support and Training

Dedicated Support

Access to specialized customer support for resolving issues related to gold trading and CFD management.

Training Resources

Comprehensive training materials and ongoing support to help users maximize the CRM’s potential.

Integration & Compatibility

Trading Platforms

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Compatibility

Sky Gold is compatible with any trading platform on the market.

CTrader 

Web Trader 

oneZero

Dev Experts

Meta Connect

Financial Systems

Financial Systems

Seamless integration with accounting and financial systems to manage billing, invoicing, and financial reporting

+ Accessibility

Secure integration with payment gateways for processing transactions related to both CFDs and physical gold sales.

Sky Pay

A secure, user-friendly platform to store, manage, and transact with digital currencies within a broker’s ecosystem, incorporating traditional payment solutions with the expanding crypto market. Our crypto wallets are developed in-house, allowing brokers to add or remove any feature, building the most suitable wallet for their needs.

Security

Portfolio Tracking

Real-time Market Data 

Full Encryption

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Sarafa

  • A fully customisable local merchant depositor management platform that enables you to run your depositors around the world in your own terms.
  • Sarafa enables you to tailor conditions of every local depositor according to your relationship, transactions volume and agreement.
Brand Mark

Automation in Sky Gold

KYC Automation

A fully automated experience, allowing your clients to verify their accounts easily.

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AI Trading Advisor

An automated trading analyst that offers traders the ability to use the power of AI to sift through vast market data, enabling them to receive select, accurate information that supports their trading strategies.

As a standard, this tool is integrated with all of Sky Option’s products, but you can also subscribe to it as a service add-on and integrate it with any software system. It automates the analysis process in real-time and with high accuracy.

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Compatible Money Management Add-ons

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IB & Affiliation System 

PAMM

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

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PAMM

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

Auto Risk Manager 

Built-in innovative technology to auto-calculate the risk levels based on the trader’s preferences and block all trading activities from reaching intolerable risk levels.

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