Forex CRM

The CRM Built for Brokers

Manage every lead, client and transaction from one powerful dashboard.

Trader's Room
LeadsKYCApprovalsReportsAudit trail
Features

What's included

Manage leads, clients, KYC, deposits and sales teams in one dashboard.

  • Lead management with assignment rules and sales pipelines
  • KYC and document verification workflows
  • Deposit, withdrawal and internal transfer approvals
  • Sales and retention team performance reports
  • Role-based access for admins, managers, sales and compliance
  • Email, SMS and in-app notifications
  • Full audit trail for compliance
Works with

Part of one connected stack

Trading Platform

Web, desktop and mobile trading with one-click execution.

Trader's Room

A branded client portal for onboarding, funding and accounts.

Liquidity Bridge

Multi-LP connectivity with smart order routing.

Risk Management

Real-time exposure, A/B book tools and automated alerts.

A glowing ring of light in the dark

Ready to build your brokerage?

Talk to our team and get a tailored setup plan and quote within 24 hours.

Talk to Sales