eStore
Sky Gold’s built in e-store offers you unmatched features to power up your business.
Advanced Technology
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.
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.
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
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.
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.
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
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.
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.
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.
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.
Financial Systems
Seamless integration with accounting and financial systems to manage billing, invoicing, and financial reporting
Payment Processing
Secure integration with payment gateways for processing transactions related to both CFDs and physical gold sales.
Security
Portfolio Tracking
Real-time Market Data
Full Encryption
- Integrated platform (SUM)
- Compatibility with any KYC provider
- Comperhensive technical support
- Customisable process
- Market Predictions
- Data Scanning
- Meters
- Forecasting Financial News
- Infinite IB Levels
- Automated Commission Calculator
- Affiliate Analytics
- Market Material Repository
