FOREX CRM PLATFORM · MT5

Forex CRM to run
your brokerage.

Onboarding and KYC, multi-level IB structures, wallets and payments, MT5 trading accounts, risk and reporting — plus a white-label client portal your traders actually enjoy using.

Live desk snapshot
Pending KYC12
Deposits today$184,320
Active IBs37
Open tickets4
Deployment
Your domain, your branding
Trading server
MT5 native bridge
Payments
PSP + crypto gateways
Support
24/7 desk assistance
Platform

Everything a broker desk needs.

Built for regulated and offshore brokers alike — modular, white-labelled and deployed on your own domain.

Onboarding & KYC

Configurable sign-up flows, document upload, automated checks, approval queues and full audit trails.

Multi-level IB & Affiliates

Unlimited tiers, per-symbol rebate rules, live commission calculation and self-service IB dashboards.

Wallets & Payments

Internal wallets, deposits, withdrawals, internal transfers and PSP/crypto gateway integrations.

MT5 Bridge

Create live and demo accounts, sync balances and trades, apply leverage and group rules in real time.

Reporting & Analytics

Desk-level dashboards for volume, net deposits, retention and IB performance — exportable on demand.

Roles & Compliance

Granular permissions for sales, retention, finance and compliance, with full activity logging.

Sales & Retention Tools

Lead routing, call logs, task reminders, notes and automated email/SMS notifications.

Open API & Webhooks

REST API and webhooks so your marketing stack, data warehouse and internal tools stay in sync.

Bonus & Credit Engine

Deposit bonuses, credit-in/credit-out, loyalty points and campaign rules with automatic expiry.

Built-in Support Desk

Ticketing, canned replies, SLA timers and a shared inbox that lives next to the client record.

Multi-language & Multi-currency

Localised portal, RTL support, per-region currencies and FX conversion on deposits and withdrawals.

Security & 2FA

Two-factor authentication, IP allow-lists, session control and encrypted document storage.

Risk & Exposure View

Live exposure by symbol and group, margin alerts and flagged trading patterns for the risk desk.

Automated Withdrawals

Rule-based approvals, tiered limits, four-eyes checks and automatic payout back to source.

Email & SMS Automation

Lifecycle campaigns for onboarding, dormant clients, margin calls and document expiry.

Mobile-ready Portal

The trader portal is fully responsive — funding, verification and IB links work on any device.

Modules

Four surfaces, one database.

Every team works in its own module — sales, partners, finance and your traders — on the same live data.

Back office
  • Client & lead records
  • KYC document vault
  • Trading account manager
  • Transaction ledger
  • Manual credit adjustments
Partners
  • Multi-level IB tree
  • Per-symbol rebates
  • Commission payouts
  • Referral link tracking
  • Partner statements
Finance
  • PSP & crypto gateways
  • Withdrawal approval flow
  • Chargeback tracking
  • Daily reconciliation
  • Multi-currency wallets
Trader portal
  • Register & verify
  • Deposit / withdraw
  • Open MT5 accounts
  • Leverage requests
  • Referral dashboard
Who it's for

Built for brokers who run a real desk.

Whether you are onboarding your first hundred traders or paying out a partner network across several regions, the same platform handles onboarding, funding, partners and compliance.

Startup brokers

Launching your first MT5 book. Get onboarding, KYC, funding and IB tracking live in weeks instead of building a back office from scratch.

Scaling brokerages

Already trading and outgrowing spreadsheets. Move sales, retention, finance and compliance onto one record per client with real permissions.

IB-led networks

Growth runs on partners. Multi-level rebate rules, live commission calculation and self-service partner dashboards keep IBs paid and loyal.

Prop and multi-entity desks

Several brands or entities under one roof — separate branding, currencies and reporting without separate systems to maintain.

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Rollout

From kickoff to live desk.

A structured rollout with a named engineer on your account — no open-ended integration project.

01

Discovery

We map your entity structure, MT5 groups, payment providers and IB model in a single working session.

02

Configuration

Branding, portal domain, KYC flow, rebate tiers, roles and approval rules are configured on your instance.

03

Integration

MT5 bridge, PSP and crypto gateways, email and SMS are connected and tested end to end on staging.

04

Migration & launch

Existing clients, documents and IB trees are imported, your team is trained, and the desk goes live.

Pricing

Straightforward plans.

One-time setup applies to all plans. No revenue share, no per-trade fees.

Starter

$1,000/ month

For new brokers getting the desk off the ground.

  • Up to 3,000 live clients
  • Unlimited demo clients
  • 3 IB levels
  • 3 built-in PSPs
  • 1 additional PSP
  • MT5 bridge
  • Support desk & 2FA
  • Email support
Start with Starter
Most popular

Growth

$1,500/ month

For scaling desks with active IB networks.

  • Up to 5,000 clients
  • 5 IB levels
  • 3 built-in PSPs
  • 3 additional PSPs
  • MT5 bridge
  • Bonus & credit engine
  • Advanced reporting & exports
  • White-label branding & domain
  • Priority support
Book a Growth demo

Enterprise

Custom

For established brokers with bespoke requirements.

  • Unlimited clients & entities
  • Dedicated or on-prem deployment
  • Custom modules & integrations
  • SSO, audit exports, compliance packs
  • Migration from your current CRM
  • SLA & dedicated engineer
Talk to engineering

Prices in USD, billed monthly. Annual billing saves two months.

Add-ons

Bolt on what you need.

Extra PSP integration

Any additional payment or crypto gateway wired into the wallet engine.

Managed onboarding

We configure groups, rebate rules and templates with your team before go-live.

CRM migration

Clients, documents, IB structures and balances moved over with zero trader downtime.

FAQ

Before you ask.

A standard deployment on your domain takes one to two weeks, including branding, MT5 connection and PSP configuration.

We focus exclusively on MT5 so the bridge stays fast and well-tested. MT4 is not supported.

Yes. We move clients, KYC documents, IB structures and balances, and run both systems in parallel until you sign off.

Completely. Your logo, colours, domain and email templates — your traders never see our name.

We host and maintain it by default. Enterprise clients can run a dedicated or on-premise deployment.

Ready to move your desk over?

We handle migration from your existing CRM — clients, documents, IB structures and balances — with zero downtime for your traders.