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Platforms /  FX CRM

01  /  Brokerage

FX CRM

The full client lifecycle for a forex brokerage.

Category
Brokerage
Delivery
White-label
Core
Shared

What it does.

Brokerage

Client lifecycle for forex brokerages — onboarding, KYC, MT4/MT5 bridging, IB hierarchies, wallets and withdrawal control.

From the first registration to the last withdrawal, with the trading server, the payment rails and the partner network wired into one back office.

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Inside the module.

Capabilities

Client onboarding

KYC, documents, approval queues

Trading

MT4 / MT5 bridging, groups, leverage

Money

Wallets, PSPs, withdrawal control

Partners

Multi-level IB tree, commission plans

Next step

See FX CRM against your own desk.

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