Forex

Forex CRM built for brokers

One back office for sales, KYC, funding and retention, plus a trader portal your clients actually use. Start with the modules you need and add the rest as you grow.

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Capabilities

What is in the Forex CRM

Eight modules on one data model. Each section matches a card on the homepage.

Forex CRM

Run sales, KYC, and retention from one back office

Feature-rich administrative and sales interface with automated client lifecycle tracking, KYC approvals, and retention pipeline tools.

  • Lead-to-funded pipeline with KYC checkpoints and a named owner per stage.
  • Segmented campaigns, retention tasks and inactivity triggers in one queue.
  • Role-based access for sales, compliance and finance teams.
Trader's Room

Let traders fund, withdraw, and manage accounts themselves

Clean, multi-language client portal for deposits, withdrawals, internal transfers, and account management.

  • Deposit, withdrawal and internal transfer requests with full status history.
  • MT4/MT5 account list, leverage changes and a read-only balance view.
  • Multi-language portal that matches the broker website theme.
Multi-Level IB

Pay affiliates accurately, automatically

Advanced multi-tier affiliate and Introducing Broker commission engine with automated lot/pip rebates and affiliate portals.

  • Multi-tier commission plans with lot, pip and revenue-share rules.
  • IB portal with referral links, sub-IB tree and payout statements.
  • Rebates calculated from closed trades, with a manual review queue for exceptions.
Copy-Trading / MAM / PAMM

Let money managers allocate across sub-accounts

Multi-account asset management solutions enabling master traders and money managers to allocate trades across sub-accounts.

  • Allocation by lot ratio, equity ratio or fixed volume across sub-accounts.
  • Master account management for funds, signal providers and copy trading.
  • Per-investor fees with high-water marks and monthly statements.
Payment Systems (PSPs)

Get paid in 100+ ways, verified automatically

Pre-integrated with 100+ global PSPs, wire channels, and crypto gateways (USDT, BTC) with automated transaction routing.

  • Card, bank wire, e-wallet and crypto channels behind one request flow.
  • Routing rules by region, currency and amount, with a fallback channel.
  • PSP callbacks reconciled against ledger entries automatically.
Forex Web Design

Launch a broker website built to convert

Bespoke, high-converting broker websites, UI/UX portal themes, and optimized mobile-first trader funnels.

  • Broker site with account-type pages, pricing tables and localisation.
  • Trader-portal theme that matches the marketing site.
  • Mobile-first layouts with tracked sign-up funnels.
Reports & BI

See your real risk exposure in real time

Real-time financial exposure, net deposits, sales conversions, and compliance audit logs delivered via visual dashboards.

  • Exposure by symbol, net deposits and conversion dashboards.
  • Scheduled reports for finance and compliance, exportable to CSV.
  • Audit trail on client, payment and permission changes.
Developer APIs

Connect any system with REST APIs and webhooks

RESTful APIs and real-time webhooks for integration with MT4/MT5 Server Managers and external systems.

  • REST endpoints for clients, accounts, payments and tickets.
  • Webhooks on trade, payment and KYC events.
  • MT4/MT5 Server Manager connectors with retry queues.
Delivery

How a rollout runs

The same four steps for every broker; scope and price are fixed before work starts.

  1. 1. Scope

    We map your products, entities, payment channels and platform setup.

  2. 2. Configure

    Modules, roles, languages and branding are set up on a staging instance.

  3. 3. Connect

    MT4/MT5 servers, payment channels and KYC providers are connected and reconciled.

  4. 4. Go live

    Data migration, smoke tests and handover to your operations team.

FAQ

Forex CRM questions

Can we start with only the trader portal?

Yes. The portal runs on its own, and the CRM can be added later without migrating accounts again.

Which trading platforms are supported?

MT4 and MT5 through Server Manager connectors, plus REST APIs for other platforms and internal systems.

Where is the data hosted?

In the environment you choose: your own servers, or a cloud account we set up for you.

See the Forex CRM on your own workflow

A 30-minute walkthrough of the modules you need, not a slide deck.

Book a Demo

Related Running a prop firm as well? See the Forex CRM