EAERA CRM and Social Trading

EAERA is a next-gen CRM and back-office technology provider built for FX brokers, proprietary trading firms, and fintech platforms. Designed to automate workflows and enhance client engagement, EAERA’s platform includes CRM tools, client onboarding, trader analytics, partner and IB management, and marketing automation. With a modular design and powerful API integrations, EAERA helps financial institutions streamline operations and scale globally.

Brokeree’s Social Trading is a turnkey copy trading platform available for MT4, MT5, and cTrader servers. It features a user-friendly interface, dedicated portals for leaders, followers, and administrators, as well as detailed performance analytics and flexible risk management tools. The solution can be complemented with a Social Trading Mobile App and Ratings Module to give traders access to signals anytime, anywhere.

Read more about Social Trading.

The collaboration introduces tools to improve broker efficiency and trader experiences. Brokers can track copy trading performance, including leader and follower activity and trading volumes, within EAERA dashboards for greater visibility. Here are the top 3 highlights of the integration:

• Track leader and follower performance, volumes, and activity directly in the CRM dashboards.
• Automated flows for setting up copy trading roles and simplified linking between accounts.
• Customizable reports that give brokers deeper insights into performance and engagement.

Step 1: Request a “generation key” from Brokeree
Step 2: Share the key with the EAERA CRM team
Step 3: Activate Social Trading inside the EAERA CRM dashboards