run your brokerage on one powerful CRM
The complete operating system for forex brokers — client portal, MT4/MT5 integration, IB commissions, payments, KYC and a full sales desk in one platform. Built by broker operators, battle-tested on live brokerages every day.
Traders managed per brokerage
Payment gateways pre-integrated
IB commission models — tiered, per-lot & CPA
White-label — your brand, your domain
One Platform · Four Cockpits
every seat in your
brokerage, covered
Clients, admins, IBs and sales agents each get a purpose-built workspace — all reading from the same database, in real time.
For Your Traders
a client area that converts
- Register, verify KYC and fund — all in one guided flow
- Live & demo MT4/MT5 accounts created instantly, no manual steps
- Deposit via crypto, cards or local payment rails
- Withdrawals, internal transfers and full transaction history
- Bonus wallet, referral rewards and multi-language interface
For Your Operations Team
approvals, not admin chaos
- 360° client profile — accounts, funding, KYC, notes and call history
- One-click deposit & withdrawal approvals with audit trail
- KYC document queue with verification gates on funding
- Role-based access — finance, support, sales see only their scope
- Live “who’s online” admin roster with session & IP tracking
For Your Partners
an IB network that runs itself
- Multi-tier IB structures — per-lot rebates, revenue share and CPA
- Commission calculation is automated and duplicate-proof
- Referral links and campaign tracking for every partner
- IB dashboard — clients, volume and earnings in real time
- One-click payouts with full history and reporting
For Your Sales Floor
every lead worked, nothing leaks
- Leads captured automatically from your website, landings and ads
- Assignment & scoping — each agent sees only their own book
- Built-in WhatsApp inbox and cloud softphone — call from the CRM
- Branded email templates and follow-up sequences
- One-click lead-to-client conversion with funnel reporting
Features
everything a broker needs
Every module ships as standard — no per-feature pricing, no surprise add-ons.
Client Portal
Modern client area — registration, profile, live & demo accounts, deposits, withdrawals and internal transfers. Responsive on every device.
MT4 / MT5 Integration
Automated trading-account creation, real-time balance sync and deposits/withdrawals pushed straight to the trading server.
IB & Partner Program
Multi-tier IB structures with per-lot rebates, revenue share and CPA — automated commission calculation, referral links and IB dashboards.
Payment Gateways
Crypto (USDT TRC20/BEP20), cards and local PSPs pre-integrated. Enable, hide or geo-target any gateway with one switch.
KYC & Compliance
Document categories, requests and approvals, verification gates on funding and withdrawals — with a full audit trail.
Leads & Sales Desk
Lead capture, assignment and per-agent scoping — every rep sees only their own book. Convert lead to client in one click.
Omni-channel Comms
Built-in WhatsApp inbox, cloud softphone calling and branded email templates — talk to clients without leaving the CRM.
Bonuses & Campaigns
Deposit bonuses with wagering rules, referral rewards and marketing campaigns with tracked signup links.
Reports & Exports
Deposits, withdrawals, commissions and KYC reporting — CSV exports and live dashboards for management.
Roles & Security
Granular role-based access, live “who’s online” admin roster, session & IP tracking and activity logs on every action.
Multi-language
Localized client area out of the box — serve clients in the languages your markets actually speak.
API & Integrations
Secure APIs connect your website, landing pages and mobile apps — leads and signups flow straight into the CRM.
Integrations
plugs into your stack
Trading servers, payment rails and communication channels — pre-wired. Need something else? We integrate it as part of setup.
Trading Platforms
Payments & Crypto
Communication
Compliance & Security
+ your existing gateway or dialer — custom integrations delivered during onboarding.
Build vs Buy
the math is simple
building it in-house
- $150k–$400k development cost before launch
- 12–18 months to a first usable version
- A permanent dev team just to maintain it
- Every gateway & MT5 integration built from zero
- Compliance and security are your problem
with our forex CRM
- Live in weeks — branded, integrated, tested
- One predictable license, no per-feature add-ons
- Updates & support included — we maintain it
- MT4/MT5, payments and comms already wired
- Battle-tested daily on live brokerages
How We Deliver
live in weeks,
not months
Discovery & Branding
We map your brokerage model, then theme the CRM to your brand and domain.
Integrations
Trading platform, payment gateways and communication channels wired up and tested.
Migration & Training
Existing clients and IB structures imported; your team trained on the back office.
Go-Live & Support
Launch with monitoring, ongoing updates and a support line that actually answers.
FAQ
questions brokers ask
Fully. Your logo, your colors, your domain — clients and IBs only ever see your brand. Client portal, back office and every email template are themed to your brokerage.
Native server-level integration: trading accounts are created automatically on signup approval, balances stay in sync, and approved deposits/withdrawals are pushed straight to the trading server — no manual dealing-room work.
Yes — self-hosted deployment on your infrastructure with full ownership of your client data, or fully-managed hosting by us. Your choice, switchable later.
Crypto (USDT TRC20/BEP20, Binance Pay), Sticpay, cards, bank wire and regional PSP rails for markets like South Asia, LATAM and MENA — plus any gateway you already use, integrated during onboarding. Every gateway can be enabled, hidden or geo-targeted per country.
Yes. Clients, trading accounts, balances and IB structures are imported and verified as part of onboarding — your team is trained before go-live so switching is seamless.
One license scoped to your brokerage's size — every module included, no per-feature pricing and no surprise add-ons. Request a demo and we'll quote the same day.
One system, one database, one source of truth — from first click to funded account.
Get In Touch
See the CRM in action
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