Your client and back-office workspace

Forex Broker CRM

Bring onboarding, KYC, payments, trading accounts, client support and reporting into one branded broker workspace.

Configurable onboarding questionnairesKYC and branded application PDFsDeposits and withdrawal workflowsMT5, cTrader and TradeHawk accountsClient support ticketsSales and retention reporting
Request a product demo Explore pricing
Product Demo

See It in Action

Explore the client portal and back office. We map the demonstrated workflows to your plan and implementation scope.

BrokerTech CRM product walkthrough
Built For You

Whether You're Starting or Switching

A practical route from your current operation to a connected broker workspace.

Launching a Brokerage?

Start with onboarding, client accounts and payments. Choose the plan and connected products your launch needs, with configuration and training scoped together.

Switching from Another Platform?

Map your existing records, integrations and partner rules to a branded CRM. A free assessment defines the migration, reconciliation checks and change window.

Scaling Your Operation?

Connect your client, payments and partner operation. Add reporting, managed-account modules and integrations as your brokerage develops.

Getting Started

A launch with clear milestones

Scope, configure, test and train before the agreed go-live window.

1

Book a Demo

See it live

2

Requirements

We scope your setup

3

Configuration

We build it for you

4

Training

Your team gets onboarded

5

Go Live

You're operational

Feature-Rich

The work your back office does every day

Explore the platform by workflow. Availability follows your CRM plan and the modules agreed in your proposal.

Client Onboarding

  • Configurable required and optional fields
  • Conditional financial questionnaires
  • FATCA and PEP declarations
  • Sumsub and Trulioo connectivity
  • KYC document review
  • Branded application-form PDFs

Payments and Wallets

  • Multi-PSP connectivity
  • Deposit and withdrawal processing
  • Configurable approval workflows
  • Card verification and refund handling
  • Transaction history and status
  • Wallet-to-platform transfers

Trading and Investment

  • MT5, cTrader and TradeHawk connectivity
  • Trading-account administration
  • Copy trading with risk controls by plan
  • PAMM manager and investor portals
  • Trading journal and performance reports
  • Account book visibility

IB and Affiliates

  • Partner and admin portals
  • Plan-based hierarchy depth
  • 6x6 matrix on eligible plans
  • Commission rules and reporting
  • Partner performance dashboards
  • IB included with Enterprise CRM

Sales and Retention

  • First-deposit conversion reporting
  • Time-to-first-deposit metrics
  • Redeposit and retention dashboards
  • Agent performance views
  • Client categorization
  • Trading volume and revenue reporting

Back Office

  • Role-based administration
  • Client support tickets
  • Staff-only ticket notes
  • Email templates and notification settings
  • Brand and workflow configuration
  • Integration administration
Connected capabilities

Build around the way your clients trade.

Explore the investment, journal and partner modules. Your plan and proposal define the enabled scope.

Professional and Enterprise CRM

Connect providers and followers

Manage provider subscriptions, copying controls and performance-fee workflows in the broker environment.

  • Provider and follower administration
  • Copy-trading risk controls
  • Performance-fee settlement workflows
  1. 01Configure a provider
  2. 02Connect followers
  3. 03Monitor copied activity
  4. 04Review settlements
Integrations

Connected to What Matters

Connect MT5, cTrader or TradeHawk to your CRM, alongside payment and verification providers. We confirm the enabled connectors and any new integration work in your proposal.

MetaTrader 5MetaTrader 5
cTradercTrader
TradeHawkTradeHawk
PaymaxisPaymaxis
CoinsbuyCoinsbuy
NowPaymentsNowPayments
TruliooTrulioo
SumsubSumsub
Google CloudGoogle Cloud
CloudflareCloudflare

Enterprise Security

Controlled Admin Access

Deployment-specific access controls for broker staff

Google Cloud Platform

Cloud hosting configured for each deployment

Cloudflare Protection

DDoS mitigation and edge security

Google 2FA

Two-factor authentication support

From configuration to ongoing operations

You run the brokerage. We take care of the technology.

MT5 Server Setup
Risk Management Support
Integration Planning and Delivery
Operational Review and Configuration
Ongoing Technical Support
Architecture

16+ Microservices. One Platform.

Built from the ground up as a distributed microservice architecture for reliability, scalability, and independent deployability.

BrokerTech Platform Architecture
Client Service
KYC Service
Trading Service
Payment Service
IB Service
Reporting Service
Notification Service
Auth Service
Copy Trading Service
Risk Management
Fee Engine
Audit Service
Config Service
API Gateway
Scheduler Service
Analytics Service
Independent deploymentEvent-driven communication

Ready to get started?

Walk through your onboarding, payments, trading and partner workflows. We will show the relevant products and map a proposal to your operation.

Book a DemoSee Pricing

A focused demo. Clear pricing. A scoped implementation plan.