CRM & Back Office

Streamline trader management and operations with integrated CRM and back-office tools designed for forex brokers.

Client Onboarding

Automated KYC/AML verification with document upload, facial recognition, and instant approvals for seamless trader signup.

Customizable onboarding flows supporting multi-language, multi-jurisdiction requirements and regulatory compliance.

Real-time status tracking and notifications to reduce drop-off rates to under 10%.

Multi-level IB programs with real-time commission tracking, sub-IB management, and performance dashboards.

Customizable commission structures (CPA, revenue share, hybrid) with automated payouts and marketing materials.

White-label affiliate portals for branded reporting and trader referrals.

Segregated client wallets with multi-currency support, real-time balance updates, and internal transfer capabilities.

Deposit/withdrawal processing across 50+ payment methods (cards, e-wallets, crypto, local methods) with fraud detection.

Automated reconciliation, margin calls, and equity protection rules.

Unified dashboard for P&L reporting, risk exposure, trader activity, and compliance monitoring.

Automated reporting for regulators (trade logs, transaction history, SAR generation) with export to Excel/PDF.

Role-based access for support teams, account managers, and executives with audit trails.