CRM Broker

CRM for brokers with
cutting-edge technology

Improve your processes, increase productivity and boost your sales with our cutting-edge technology.

CRM Brokers

Automation, control and scalability in one platform

A next-generation CRM for brokers who need to scale with full control, real automation and a structured commercial operation. Modular and scalable without migrations, with custom branding and multi-language support.

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Admin CRM + Client CRM with unlimited roles.
Automated KYC + AML with full traceability.
Multi-level IB system with CPA and campaigns.
Myfxbook-style analytics for every account.

Other features

A unified platform for your entire operation

Integrations with MetaTrader, cTrader and PIPSEND, a modern interface and every module a growing broker needs.

Full white-label branding

Your domain, logo, colors and templates across the whole portal for a consistent client journey.

Multi-language & multi-region

Country segmentation, time zones and localized experiences for clients and internal teams.

Marketing automation

Journeys triggered by registration, KYC, deposits or inactivity to nurture and reactivate users.

Automated KYC + AML

Identity verification and AML checks with configurable workflows and full traceability.

Unlimited roles

Admin panel and client portal with unlimited roles, permissions and managers.

Ticket-based support

Scalable ticketing with agent assignment, prioritization, complete histories and SLA control.

Multi-level IB + CPA

MLM structures, CPA models and campaign tracking with full control over rules and commissions.

Group rules & drawdown control

Group-based policies to control exposure, risk and drawdown across account profiles.

Myfxbook-style dashboards

Performance metrics and behavior for every account to strengthen trust and retention.

Add-on modules, no migrations

Activate new features and packages without complex migrations or service interruptions.

Real-time tournaments

Live standings and rankings that boost engagement, trading activity and retention.

Integrated PAMM

Native allocation management for managed accounts with full traceability and control.

Copy trading with High-Water Mark

Protection that aligns incentives and prevents overcharging or inconsistent strategies.

Integrations with your tools

Connect MetaTrader, cTrader, PIPSEND and the rest of your stack to the CRM.

Agents & direct calls

Sales pipeline and agent management with direct calling from inside the CRM.

Features

We cover the entire broker lifecycle

Automate your processes, manage your clients and increase your sales with our cutting-edge technology.

Scale without limits

Full control, real automation and a flawless commercial operation in a single platform.

From acquisition to retention

A modular ecosystem that integrates KYC, marketing and advanced trading under your brand.

Technology that works for you

Automate compliance and empower your IB network with the most flexible CRM on the market.

FAQ

All the answers you need to launch smarter

Everything you need to know about our technology, licensing and how we help you scale your financial business.

We develop technology for brokers, prop firms, funds and neobanks: a next-generation CRM, the PIPSEND trading platform, FIX API integrations and advanced MT5 tools, plus consulting for company setup and licensing.

Yes. Our All-in-One turnkey solution merges the PipSend trading platform with our CRM, groups, bridge and Book A/B liquidity control, so your broker can be ready to operate in 7 days.

We implement and operate MetaTrader 5 and cTrader, and we integrate TradeLocker, Vertex and PIPSEND. We also configure bridges such as Tools for Brokers, Centroid, PrimeXM and OneZero.

Yes. We guide the full creation of your financial company: corporate structure, international bank accounts and licenses such as MSB (U.S. & Canada), FSCA, Mauritius, Seychelles and ASIC.

Our PropFirm CRM includes multi-phase challenges, real-time dashboards, payouts, coupons, an affiliate/IB system and anti-fraud monitoring for HFT, copy trading, IP and device usage.

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Take total control of your broker today

Discover how to gain full control of your broker with an integrated solution.

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CRM for brokers with cutting-edge technology