Inside the Brokerage CRM
Discover the powerful interfaces designed for both your internal team and your active traders.
Mobile App
A fully automated and highly customizable back-office solution tailored exclusively for forex brokers.
Learn moreClient Area
Partner Hub
Back Office
Departmental Workflows in Action
An intuitive, full-cycle overview of how our platform guides clients from initial onboarding through to long-term trading success.
Acquire & Convert
Bring leads in, assign ownership, and convert with clear activity history.
- Source tracking and campaign attribution
- Statuses, follow-ups, reminders, and conversion reporting
- Lead notes and activity timeline
Onboard & Verify
Collect documents, run checks, and approve users with audit trails.
- KYC uploads, review queues, and approvals
- Role-based access for sensitive actions
- Audit trails and action history
Fund & Operate
Manage deposits, wallets, and trading account operations from one control center.
- Deposit/withdrawal requests with approvals
- Wallet balances, transfers, and reconciliation exports
- Trading account operations with connected visibility
Grow & Retain
Scale IB programs and keep clients engaged with unified service workflows.
- IB tree, commissions, and performance reporting
- Unified client profile for faster resolution
- Reporting for retention signals and outcomes
Comprehensive Product Suite
Desktop White Label Software
Mobile Solution for Brokers
(Terminal Only)
Dashboard CRM Systems
(Administration Portals & User Portals)
B2B Software Vendor
Seamlessly Integrates With Your Tech Stack
Built to connect effortlessly with your existing trading platforms and essential third-party services.
Key Features of the Web Administrator
Tailor-made for brokerages: effortlessly manage operations, compliance approvals, and analytics from a unified dashboard.
Workflows & Approvals
Queue-based actions for KYC, finance, and operational requests with clear ownership.
Roles & Permissions
Granular access control so teams see only what they need—across every module.
Client & Partner Management
Unified profiles, IB structures, and activity history to support fast handoffs.
Audit & Reporting
Track sensitive actions with audit trails and generate reports for operations.
Flexible Deployment Packages
Choose the optimal implementation plan for your firm—we'll customize the tools, integrations, and branding to fit your needs.
Launch
- Lead pipeline and client profiles
- KYC workflow with review queues
- Finance requests (deposit/withdrawal) basics
- Standard integrations onboarding
- White‑label branding (baseline)
Scale
- Automation, routing, and SLA follow‑ups
- Advanced reporting and dashboards
- IB structure, commissions, and controls
- Multiple integration pathways
- Extended white‑label (portals + comms)
Enterprise
- Custom workflows, roles, and approvals
- Security hardening, audit, and compliance needs
- Trading account ops and finance controls
- Dedicated integration engineering
- Migration, data mapping, and rollout planning
Feedback from operations teams
Lead handling is cleaner and faster. Ownership, follow-ups, and status changes are visible for everyone, so our team spends less time chasing updates.
Operations Lead
Tradoxy
KYC reviews are structured and predictable. The queue view and audit history make it easy to track approvals and keep compliance consistent.
Compliance Manager
Aries Fx
Finance workflows are much easier to manage. Requests are clear, approvals are logged, and reporting gives us daily visibility without exporting everything.
Finance Operations
Tetofx
The admin is simple for new staff. Roles and permissions keep actions controlled, and the activity history helps handoffs between sales and support.
Support Lead
Afx
Lead handling is cleaner and faster. Ownership, follow-ups, and status changes are visible for everyone, so our team spends less time chasing updates.
Operations Lead
Tradoxy
KYC reviews are structured and predictable. The queue view and audit history make it easy to track approvals and keep compliance consistent.
Compliance Manager
Aries Fx
Finance workflows are much easier to manage. Requests are clear, approvals are logged, and reporting gives us daily visibility without exporting everything.
Finance Operations
Tetofx
The admin is simple for new staff. Roles and permissions keep actions controlled, and the activity history helps handoffs between sales and support.
Support Lead
Afx
Lead handling is cleaner and faster. Ownership, follow-ups, and status changes are visible for everyone, so our team spends less time chasing updates.
Operations Lead
Tradoxy
KYC reviews are structured and predictable. The queue view and audit history make it easy to track approvals and keep compliance consistent.
Compliance Manager
Aries Fx
Finance workflows are much easier to manage. Requests are clear, approvals are logged, and reporting gives us daily visibility without exporting everything.
Finance Operations
Tetofx
The admin is simple for new staff. Roles and permissions keep actions controlled, and the activity history helps handoffs between sales and support.
Support Lead
Afx
See how it fits your workflow
Share your requirements and we’ll map the modules, integrations, and rollout approach for your brokerage.
