BROKERAGE TECHNOLOGY

Forex CRM Solution

Choose the perfect Client Relationship Management architecture tailored to your brokerage size.

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Forex CRM Dashboard
Basic CRM

Perfect for Startup Brokerages

Get your operations running quickly with essential client management and secure MT5 connectivity.

  • ✓ Client Dashboard:Standard UI for traders to manage profiles and accounts.
  • ✓ Manual KYC Module:Document upload facility for admin review and approval.
  • ✓ Single MT5 Connection:Connect one MetaTrader 5 server seamlessly.
  • ✓ Basic Reporting:Track daily registrations, deposits, and withdrawal requests.
  • ✓ Standard Payment Integration:Integration of up to 2 basic payment gateways (Bank Wire & Crypto).
  • ✓ Support Tickets:Internal ticketing system for client queries.
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Advance CRM

For Growing Brokerages

Scale your operations with automated workflows, advanced analytics, and multi-server capability.

  • ✓ All Basic FeaturesFull Basic CRM feature set included.
  • ✓ Automated KYC:AI-powered document verification with auto-approval workflows.
  • ✓ Multi-MT5 Support:Connect multiple MetaTrader 5 servers across groups.
  • ✓ Advanced Reporting:Detailed analytics on trader activity, PnL, and retention metrics.
  • ✓ IB Module:Multi-level Introducing Broker portal with rebate tracking.
  • ✓ Email Automation:Triggered campaigns for onboarding, deposits, and engagement.
  • ✓ Multiple Payment Gateways:Integration with up to 5 payment providers.
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Premium CRM

Enterprise Brokerage Suite

Full-featured enterprise CRM with white-label branding, custom integrations, and priority support.

  • ✓ All Advance FeaturesComplete Advance CRM suite included.
  • ✓ White-Label Branding:Fully branded UI with your logo, colours, and domain.
  • ✓ Custom API Integration:Connect to third-party services via REST API.
  • ✓ PAMM/MAMM Module:Full social trading and fund management module.
  • ✓ Risk Management Dashboard:Real-time exposure monitoring and alert system.
  • ✓ Dedicated Account Manager:Priority support with dedicated success specialist.
  • ✓ Unlimited Payment Methods:No restrictions on gateway integrations.
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Customizable

Build Your Own CRM Stack

Pick and mix features to build an exact solution for your brokerage model. Full flexibility to assemble what you need.

  • ✓ Module Selection:Choose only the modules relevant to your business.
  • ✓ Custom UI/UX:Completely bespoke interface designed to your specifications.
  • ✓ Phased Rollout:Launch core modules first, expand as you grow.
  • ✓ Dedicated Dev Team:Assigned engineers for custom feature development.
  • ✓ SLA-backed Support:Contractual uptime guarantees and response times.
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FEATURES

What's Inside Every CRM

🔐

KYC & Compliance

Automated document verification and AML screening built into the onboarding flow.

💹

MT5 Integration

Deep MetaTrader 5 server sync — real-time balance, trade, and account data.

💳

Payment Gateway

Multi-gateway deposit and withdrawal processing with instant reconciliation.

📊

Analytics Dashboard

Visual reports on trader activity, conversion rates, and revenue performance.

🤝

IB Management

Multi-tier Introducing Broker structure with automated rebate calculation.

📨

Communication Tools

Integrated email, SMS, and in-platform notification system.

Ready to Launch Your CRM?

Get a free consultation and live demo of our Forex CRM platform.

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