CRM for brokers
One client record, from first click to withdrawal.
Sales, compliance and retention work the same file instead of three systems that disagree about who the client is.
Where you are now
The client exists in four places and matches in none
A lead lands in the marketing tool, the account opens in the trading platform, the documents sit in a shared drive and the conversation happens on a phone system nobody logs. Every question about a client becomes a reconciliation exercise, and the answer is stale by the time someone finds it.
What changes
One record the whole desk trusts
Onboarding, verification, funding, trading activity and every conversation attach to the same client. Retention sees what happened this morning, not what the nightly export believed last night.
What it does
Onboarding that finishes
Configurable steps per jurisdiction, with the drop-off visible at each one so you can fix the step that loses people instead of guessing at the funnel.
KYC inside the flow
Verification runs as part of onboarding and the result attaches to the client. No emailed passports, no separate case tool.
Funding you can follow
Deposits, withdrawals and their failures on the client timeline, with the provider response kept rather than summarised.
Desk tooling, not a database
Queues, ownership, call outcomes and follow-ups built for a sales floor — the things a generic CRM makes you assemble yourself.
Reporting on live data
Built-in BI reads the operational tables directly, so the desk and the board are looking at one version of the numbers.
Roles that match the org
Granular permissions and a full audit trail — who saw what, who changed it, and when.
The technical answer
How it runs
The part a CTO reads first. Everything here is a fact about the software, not a promise about a roadmap.
| Deployment | Docker, on your infrastructure or your cloud account |
|---|---|
| Tenancy | Single tenant — no shared database |
| Trading platforms | MetaTrader 4 and 5 |
| Integration | REST API and webhooks; SSO via OIDC |
| Data residency | Wherever you run it; no data leaves your estate |
| Audit | Immutable event log across client and account changes |
Usually taken together with
Banking technology
Accounts, cards and payment rails under your own name, so client money never leaves your brand to move.
Social trading
Master and follower apps wired straight into MT5, with a public rating portal that turns performance into acquisition.
See it on your own data
An engineer walks you through it, not a slide deck. Bring the awkward questions.