Forex CRM Solution

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

Basic CRM

Perfect for startup brokerages. Get your operations running quickly with essential client management and secure MT5 connectivity.

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  • 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 (e.g., Bank Wire & Crypto).
  • Support Tickets: Internal ticketing system for client queries.

Advance CRM

Designed for growing brokers needing automation, multi-level structures, and enhanced marketing tools to scale their client base.

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  • Everything in Basic, plus:
  • Automated KYC (SumSub/Shufti): Instant AI-driven document verification.
  • Basic IB Module: Single-tier Introducing Broker (IB) tracking and rebate system.
  • Multi-Payment Gateways: Integration of 5+ local and international gateways.
  • Email Automation: Automated triggers for welcome emails, margin calls, and deposit confirmations.
  • Multiple MT5 Groups: Manage different account types (Raw, Standard, Islamic).

Premium CRM

An enterprise-grade solution featuring deep integrations, complex IB hierarchies, and advanced fund management tools.

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  • Everything in Advance, plus:
  • Multi-Level IB System: Unlimited tiers for referrals with instant commission generation.
  • PAMM/MAMM Integration: Native support for percentage allocation modules directly in the CRM.
  • Advanced Role Management: Custom permissions for compliance officers, sales, and support staff.
  • Marketing Analytics: UTM tracking, conversion funnels, and lead source ROI.
  • Wallet System: Multi-currency e-wallet for clients to hold uninvested funds.

Fully Customizable

Build your vision from the ground up. We provide the core backend architecture while customizing the logic, UI, and external APIs to your exact specifications.

Discuss Requirements
  • Bespoke UI/UX Design: Completely unique frontend design matching your brand guidelines.
  • Custom Trading Rules: Specific logic for bonuses, margin stops, or custom prop-trading evaluations.
  • Proprietary API Integrations: Connect your own external tools, CRMs (like Salesforce), or third-party liquidity APIs.
  • Mobile App Backend: API endpoints structured perfectly for your custom iOS and Android apps.
  • Dedicated Server Architecture: Hosted on isolated, high-performance AWS/Azure environments.
  • Dedicated Tech Team: Direct access to our developers for ongoing scaling and modifications.

Our Technology & Payment Ecosystem

From brokerage infrastructure to trusted payment rails, everything needed to launch and scale your trading business.

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