Why your brokerage needs a connected core
A client’s journey moves between conversations, document checks, accounts and support. When those details live apart, your team spends time piecing them together. A CRM connects the context, so colleagues can understand the relationship, coordinate the next step and keep work moving.
Run your daily operations
Forex CRM brings client and admin workspaces together. Lead management keeps enquiries moving, while client validation organises document reviews. Credit & bonuses records account allocations, and reports & analytics helps your team review activity.
Support trading and partnerships
MT5 accounts connects account information to the trading workspace. Copy trading connects followers with strategy providers. Social trading supports discovery and discussion, while IB management tracks referral networks and commissions.
Keep client conversations in view
Communication & AI brings calling, transcripts and conversation review into the client relationship. Omnichannel support keeps messages and context together, and Telegram communities helps your team coordinate updates for clients and partners.
Shape the platform around your business
Platform integrations connects the services around your brokerage. Branding & mobile shapes the portal’s presentation across devices, while onboarding & support covers setup, migration planning, team training and launch preparation.