All current trading platforms are easily hacked (you can find websites that will open “protected” code for as little as $1), but if the code is written in a DLL with C++ it is incredibly difficult to access. Your code can be then linked to your customer database (CRM) and only authorized/licensed users will be able to run it. This is all done over SSL – the same security used to protect your credit cards when shopping online.

Administration can be one of the biggest drains on your time. Simple tasks like packaging, licensing and sending out your products eat into every day. But a lot of this work can be automated. After the customer purchases on your website automatic emails are sent out with links to your software and instructions on installation and licensing. You can provide self-service membership sites using products such as MemberMouse/MemberPress on WordPress or iMember360/Memberium on InfusionSoft. The customer will enter their own details into your systems, making it faster and more accurate for them, and taking less of your time. JAM Strategy Trading has extensive experience working on the automation of routine tasks, membership sites and self-service to ensure customers receive the best service available, whilst your administration is kept to a minimum.  See the Product Licensing page for more information.

You’re not limited to sending out standard emails provided by your trading platform. JAM can provide customized solutions to help you communicate with your customers in any situation. You can send real-time trade alerts direct from your trading platform. Your automated strategy can send emails, SMS, WhatsApp and Telegram messages, Facebook posts and X tweets. Or software can monitor your live trading and alert your customers when something changes. Your customers can choose how they want to receive your alerts and communications through self-service systems, again, providing lots of options for your customers while keeping your administration to the minimum.  See the Email Sender and Telegram Alerts pages for more information.

The key to providing great customer service and keeping administration and costs down is to use the best software available and to make sure everything is integrated.

You’ll need a customer database (CRM), such as InfusionSoft for larger companies, or WordPress mySQL databases for the smallest. You’ll need membership sites such as iMember360, Memberium, MemberMouse or MemberPress for customer self-service. That will need to link with your standard emailing using products such as MailChimp, AWeber and PlusThis. Everything will link with your trade rooms using software such as GoToWebinar, Zoom, or Teams.

JAM Strategy Trading has experience with all of these products and more.

With the prevalence of cloud computing services access to external technology has become extremely cheap and simple.  You no longer need teams of engineers to setup and manage technology, you can create an online database with a few clicks and use it for just a few pennies per day.  For trading businesses it means you can provide

• custom data direct to customer charts.  This can be both historic and next day or next bar.
• trade signals direct to customer charts.  Trade signals are often distributed either with Strategies (which need to be distributed to customers, and can then potentially be hacked), or with messaging services (which – depending on the service used – can take a lot of admin, and can cause compliance issues).  A third approach is to send trade signals to a database which are then immediately available on customer charts.  You can have options to either alert the customer on the chart, or even directly take the trade.
• very fast access to slow, repetitive or difficult calculations.  If you think about your daily trading your computer is essentially doing the same calculations it did yesterday and the day before.  You’re calculating that 200 day moving average over and over again, probably on multiple charts.  But if you calculate once, upload the results to a database, you then have your entire data history available to all charts with no calculations.  For traders with complex environments this can significantly speed up the computer and make the trading platform more stable.
• multi-platform access to data.  Databases are platform neutral so uploading a single set of data to a database makes it available to all customers on all trading platforms.

JAM Strategy Trading has extensive experience working the cloud providers, databases, and data distribution across multiple trading platforms.