The Core of Every Successful Brokerage
Automate operations, manage traders, and grow faster with our Forex CRM and Client Portal.
Start your BrokerageIt’s your broker’s control center
A Forex CRM is a centralized system that helps brokers manage
leads, clients, trading accounts, and IB networks with efficiency
and accuracy.
The Client Portal provides traders with a secure personal space
to complete KYC, verify accounts, make deposits, and track their trading activity.
Together, they create a seamless, professional, and automated environment for running your Forex brokerage.
Why Brokers Use It
Automated Workflows
Save hours of manual tasks with automated onboarding, KYC, and reporting.
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Client Transparency
Give traders full visibility into their accounts, balances, and activity history.
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Data-Driven Insights
Access clear analytics to understand client behavior and optimize business decisions.
Get StartedKey Features You’ll Love
Powerful tools designed to simplify daily brokerage operations and enhance team performance.
- Trading Platform Integration (MT4/MT5)
- Multi-Level IB System
- KYC & Compliance Tools
- Reports & Analytics Dashboard
Technology That Drives Growth
Essential modules that keep your brokerage secure, connected, and always in control.
- Payment Gateway Integration
- Built-in Messaging & Notifications
- Role-Based Access for Teams
- 24/7 Technical Support
Frequently asked questions
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What is Forex CRM and why do I need it?
A Forex CRM helps brokers manage clients, leads, and IB networks in one place. It automates onboarding, KYC, and reporting — saving time and reducing manual work. -
Can I integrate it with MT5?
Yes. Our CRM supports full integration with MT4 and MT5, synchronizing client accounts, trades, and balances in real time. -
Is the Client Portal branded for my company?
Absolutely. The Client Portal is a fully white-label solution — we’ll create a custom design in your corporate style that highlights the uniqueness of your brand. -
Is client data secure?
Yes. All data is encrypted and hosted on secure servers that comply with international data protection standards (GDPR). -
What kind of support do you offer?
We provide 24/7 technical and onboarding support, with dedicated account managers available for premium clients. -
Can the CRM manage multiple brands or brokerages?
Yes. Our multi-tenant setup allows you to manage several brands or entities under one CRM, with separate data and permissions for each. -
Does it include a partner or IB system?
Yes. The built-in multi-level IB module tracks c -
Can I connect my own payment providers?
Of course. The system supports integration with most major PSPs and custom APIs for deposits, withdrawals, and transfers. -
Is the CRM cloud-based or self-hosted?
You can choose either option. Most clients prefer our secure cloud solution, but on-premise hosting is also available upon request. -
How often is the system updated?
We release regular updates with performance improvements, new integrations, and security patches — all included in your plan.
