A smart solution for brokers to manage leads, automate
workflows, and build stronger trader relationships.
Forex CRM
Overview
We continuously develop powerful CRM and back-office solutions to help your brokerage reach new heights. Our modular approach means each feature can be integrated quickly and independently, giving you full control over your system and budget. You invest only in the tools that drive value for your business. And if you need something unique, we’ll partner with you to bring that vision to life.
Client Portal
Our advanced Client Panel is designed to provide traders with complete control over their trading accounts, funds, and activities all from a secure and user-friendly dashboard.
IB Portal
Our powerful Partner Dashboard gives Introducing Brokers complete control over referrals, commissions, and network growth, with real-time insights, automated calculations, and full visibility.
Admin Portal
A centralized control system designed for brokers to manage clients, IBs, trading accounts, transactions, compliance, and overall platform operations efficiently and securely.
Back Office Portal
A comprehensive operational control center designed to manage daily brokerage activities, financial transactions, compliance processes, and client lifecycle management efficiently.
Sales Team Portal
A structured and performance-driven sales management system designed specifically for Forex brokerages to acquire, nurture, and convert high-quality trading clients efficiently.
Marketing Portal
A centralized marketing management system designed to help brokers create, track, and optimize campaigns, manage promotional offers, and maximize client acquisition performance.
Integrations
Trading Platform
24/7 priority emergency support to ensure business continuity with rapid issue resolution and minimal operational downtime.
PSPs (Payment Methods)
Seamlessly integrate multiple Payment Service Providers (PSPs) to enable fast, secure deposits and withdrawals with automated transaction tracking and reconciliation.
Auto/Manual KYC
Advanced KYC system with automated document verification and optional manual review to ensure full compliance and secure client onboarding.
Rest & Client API
Robust REST and Client APIs for smooth third-party integrations, enabling real-time data exchange with trading platforms, liquidity providers, and external systems.
Custom Development
Fully customizable CRM solutions tailored to your brokerage model, workflow, and operational requirements for maximum flexibility and scalability.
Plugins
Ready-to-integrate plugins to extend CRM functionality, enhance automation, and connect with essential brokerage tools effortlessly.
