Forex broker CRM & MT5 plugins
Broker CRM.
MT5 plugins.
Built around you.
Bring clients, payments and partner operations into one CRM. Give your dealing team MT5 plugins for margin, risk and execution control.
Your branding. Your workflows. A team to build, connect and support them.
MT5 server plugins
Margin. Exposure. Execution.
The foundation of your brokerage
One CRM.
Your daily operation.
From a first application to a funded trading account, keep the work connected. BrokerTech CRM brings your back office and client portal together, with MT5, cTrader and TradeHawk connectivity.
Onboard your clients
Configure registration, questionnaires and KYC review. Give clients a branded portal and your team a clear application workflow.
Manage the money
Handle deposits, withdrawals and wallet transfers with payment-provider connections and configurable approval workflows.
Grow your relationships
Track sales and retention, support clients and run partner commissions with the IB module available on eligible plans.
Built for your MT5 server
Your trading policies.
Put into practice.
Equip your dealing and risk teams with dedicated MT5 plugins. Start with the controls you need, then configure them around your operation.
Book an MT5 plugin demoConfigure margin policies
Dynamic Margin
Set margin and leverage policies by group and symbol, with scheduled tightening for the periods you define.
Explore pluginManage exposure
B-Book Risk Manager
Monitor your B-book exposure and configure hedging rules to give your risk team a clearer view of the book.
Explore pluginControl execution
DealingDesk
Apply execution policies by client segment, with configurable rules managed through the plugin configurator.
Explore pluginOne configurator
A clear view of your rules.
Manage supported plugin settings through a dedicated desktop interface. Need a different policy? We also develop custom MT5 plugins.
See the configurator
Custom development
Your business has
its own playbook.
Your software should too.
Work with the people who build the CRM, trading systems and bridges. We turn your operational requirements into software, with a written scope, a clear quote and a deployment plan.
Explore custom developmentA payment flow that fits your market.
Connect a local PSP, map its payment states and build the deposit, refund and reconciliation workflow around it.
A trading rule built for your book.
Extend MT5 with custom margin logic, execution policies, exposure controls or broker-specific server plugins.
An operation with fewer manual steps.
Build the approval paths, partner logic, reporting and API connections your team needs to run the business.
Extend your setup
More of your operation.
Connected.
Add liquidity connectivity, trading platforms and client services around your CRM and MT5 setup. Each product is scoped to your requirements.
From setup to daily operation
A team behind the software.
Map your operation
Review your CRM workflows, MT5 setup, providers and migration needs. Agree the products and any custom development.
Configure and connect
Apply your branding, configure the rules and test integrations against the workflows your team will use.
Launch with support
Rehearse the cutover, train your team and agree the ongoing support your operation needs.
From the operations desk
All insightsSee BrokerTech in action
Your next CRM.
Your next MT5 advantage.
Walk through the CRM or MT5 plugins with our team. We’ll focus on your workflows, answer your technical questions and map out the right setup.