Transparent Pricing. Clear Scope.
CRM from $3,000/month. Choose the client capacity, tools and support your operation needs. IB and mobile scope are shown separately.
Choose Your CRM Plan
Choose published flat-rate pricing or a lower base plus 5% of net revenue, as defined in your agreement.
Starter
A foundation for your brokerage
- Up to 1,000 clients
- Core CRM and client portal
- KYC and document management
- Basic reporting
- MT5, cTrader and TradeHawk connectivity
- Email notifications
- Standard support
Professional
More tools for a growing operation
- Up to 10,000 clients
- Everything in Starter
- Copy trading and PAMM/MAM modules
- Trading journal
- Advanced reporting and analytics
- 3 PSP integrations included
- Priority support
Enterprise
An integrated CRM and partner operation
- Unlimited clients
- Everything in Professional
- Full IB system included: 6x6 matrix
- White-label portal
- Custom integrations scoped with your team
- Dedicated account manager
- Contracted SLA and 24/7 premium support
Free migration assessment. CRM migration is capped at $4,000 and IB migration at $3,000. A combined move receives one scoped quote. Mobile, trading-platform and plugin work is assessed separately.
IB plans for your partner operation
Standalone or alongside Starter and Professional CRM. Enterprise CRM already includes the full IB system, so you do not pay for IB twice.
Basic
A focused partner program
- Up to 3 IB levels
- Commission tracking
- IB partner portal
- Standard reports
Advanced
More control over partner commissions
- Up to 6 IB levels
- 6x6 commission matrix
- Advanced IB portal
- Commission reporting
- Multi-currency support
- Custom commission rules
Enterprise
A tailored partner network
- Unlimited IB levels
- Everything in Advanced
- White-label IB portal
- API access
- Custom hierarchy rules
- Dedicated support
Mobile CRM App
Branded mobile CRM for client account management. iOS deployment available; Android delivery is confirmed in your proposal.
- White-labeled branding
- iOS client app
- Funding requests
- Account management
Price the operation you actually need.
These examples use published monthly subscriptions. Match your scope before comparing annual costs.
Starter CRM
Core CRM for up to 1,000 clients
$3,000 /month
$36,000 for 12 months of subscriptions
Professional + Advanced IB
CRM for up to 10,000 clients and a 6x6 partner matrix
$6,500 /month
$78,000 for 12 months of subscriptions
Enterprise + Mobile CRM
Unlimited CRM clients, included IB system and branded mobile CRM
$8,100 /month
$97,200 for 12 months of subscriptions
Migration, hosting, third-party fees and custom work are separate scope items. Enterprise IB is included once. Your proposal shows the complete first-year budget.
Explore pricingBring your quote. We will show the working.
Compare the same client count, products, provider connections and service level. Competitor terms come from your current proposal.
| Cost or commitment | BrokerTech | B2Core | Leverate | FXBO |
|---|---|---|---|---|
| CRM subscription | $3,000 / $5,000 / $7,500 per month | Use your current quote | Use your current quote | Use your current quote |
| Standard setup | Standard CRM setup included | Check your proposal | Check your proposal | Check your proposal |
| Included scope | Plan-specific; Enterprise includes IB | Match the required modules | Match the required modules | Match the required modules |
| Data migration | CRM up to $4,000; IB up to $3,000 | Request an itemized quote | Request an itemized quote | Request an itemized quote |
| Implementation | Agreed after technical assessment | Confirm implementation dependencies | Confirm implementation dependencies | Confirm implementation dependencies |
| Commercial terms | Month-to-month; agreement defines notice | Check your contract | Check your contract | Check your contract |
Mobile CRM is $600/month. Infrastructure, provider fees and custom work are itemized in your proposal. Enterprise CRM already includes the IB system.
Frequently Asked Questions
Everything you need to know about our pricing and plans.