A smart solution for brokers to manage leads, automate
workflows, and build stronger trader relationships.
Forex CRM Client Portal
Features
Dashboard
A complete financial snapshot of the client account. View wallet balance, MT5 accounts, total deposits, withdrawals, and monthly transaction analytics all in one place.
Trading Accounts
Manage all Live and Demo MT5 accounts from a single panel. Create new accounts, monitor trading status, check leverage, balance, equity, and account history instantly.
My Funds
Access complete transaction history including deposits, withdrawals, internal transfers, and rebates. Full transparency with real-time status tracking.
My Wallet
Secure digital wallet for storing and managing funds. Clients can deposit, withdraw, or transfer funds between trading accounts seamlessly.
Social Trading
Follow professional traders and copy their trades automatically. Track performance metrics, risk level, and profit history before subscribing.
IB Programme
Dedicated partner portal for Introducing Brokers. Monitor referrals, track commissions, view downline clients, and generate detailed earning reports.
Compliance & KYC
Upload and manage identity verification documents. Secure and automated KYC approval system for regulatory compliance.
Notifications
Receive real-time trading alerts, monitor account activity instantly, and manage subscriptions, commissions, and system updates securely.
Settings
Manage profile details, password, security settings, 2FA, and communication preferences.
Help Desk
Integrated support ticket system where clients can submit queries, track ticket status, and communicate directly with support teams.
Client Panel Overview
- Dashboard
- Trading Accounts
- My Funds
- My Wallet
- Social Tradig
- IB Programme
- Compliance & KYC
- Notifications
- Settings
- Help Desk
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.
