CRM for brokers with our
cutting-edge technology

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

Excellent

CRM BROKERS

Advanced CRM for brokers

Automation, control, and scalability in a single platform

A next-generation CRM designed specifically for brokers who need to scale with full control, real automation, and a structured commercial operation.

ProBrokers integrates critical modules for compliance, sales, support, and retention into a single platform: from automated KYC/AML, user management with unlimited roles, to a multi-level IB system with campaigns, group-based rules with risk control, and advanced tools for end clients such as Myfxbook-style analytics, tournaments, PAMM, and protected copy trading.

Everything is modular and scalable without migrations, with customizable branding and multi-language support.

Scale your broker 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 own brand.

Technology that works for you

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

Features

We cover you throughout the broker lifecycle

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

Advanced integrations with your existing tools

We integrate MetaTrader, cTrader, PIPSEND, etc.

Modern and unique interface

Our priority is to make you look great, which is why you’ll find a modern and unique platform.

Copy and PAMM strategies

Ideal for managers looking to protect their strategies while maximizing managed funds, generating income through P&L.

AI analytics and reporting

Get AI-powered analytics and reports to make strategic decisions, optimize your processes, and increase your sales. All in real time.

Customizable and flexible affiliate program

Define your commercial strategies and allow your clients to grow at your pace, expanding your growth potential.

Features

Other features

We offer a unified platform that fosters innovation and provides data management.

Full Branding / White-label

ProBrokers enables full brand customization so the broker can operate with its own identity: domain, logo, colors, visual templates, and a unified experience across the portal, increasing trust, professional perception, and brand consistency throughout the entire customer journey.

Multi-language and multi-region operation

Platform ready for international expansion with multi-language support and flexible region-based configuration, allowing operations to adapt to different markets through country segmentation, time zone management, and localized experiences for both clients and internal teams.

Marketing automation and journeys

Includes campaign automation and customer journeys with triggers based on key events such as registration, KYC verification, deposit, activity or inactivity, enabling lead nurturing, user reactivation, and increased conversion through structured and measurable communication within the same ecosystem.

Automated KYC + AML

Automates identity verification and AML checks across risk lists and databases, reducing onboarding friction, improving account approval rates, and raising compliance standards through configurable workflows, automated validations, and full traceability.

Admin CRM + Client CRM
(unlimited roles)

Includes an administrative panel and client portal, with unlimited roles, permissions, and managers to structure sales, support, risk, and back-office teams without operational limits, while maintaining hierarchical control and full visibility over management.

Ticket-based support system
(scalable by agents)

Centralizes customer support with a scalable ticketing system, agent-based assignment and prioritization, complete histories, and SLA control, enabling support volume growth without losing organization or quality.

Multi-level IB system + CPA + campaigns

Implements a multi-level IB (MLM) system with CPA models and level-based configurations, along with campaign creation for tracking, attribution, and network growth, facilitating acquisition and expansion through affiliates with full control over rules and commissions.

Policies, group-based rules, and Drawdown (DD) control

Allows the creation of group-based policies and operational rules to control exposure, risk, and drawdown, applying configurations based on account profiles and segmentation to protect broker operations and maintain risk discipline at scale.

Account dashboard in Myfxbook style

Each account includes a Myfxbook-style performance detail for client monitoring and internal control: metrics, behavior, results, and clear performance visibility to strengthen retention, trust, and transparency.

Scalable add-on modules
(no migrations)

Modular architecture that allows activating new features and packages without complex migration processes, avoiding interruptions and enabling the platform to evolve as the broker grows.

Real-time tournament system

Includes tournaments with live standings, rankings, and competitive dynamics to increase engagement, trading activity, and retention, ideal for marketing campaigns and community activation.

Integrated PAMM

Native PAMM module for allocation management and managed account administration, facilitating managed investment models within the broker’s ecosystem with full traceability and control.

Copy Trading with High-Water Mark

Copy trading with a High-Water Mark protection mechanism to align incentives and protect clients, ensuring that compensation or performance logic respects historical peak levels and reduces risks of overcharging or inconsistent strategies.

Calendar and tools for traders

Integrated trading calendar and utilities to support the client’s daily operations, improve the CRM experience, and increase usage frequency with practical tools.

Educational section + downloads

Educational area for content, materials, and downloadable resources, designed to improve conversion, onboarding, and retention, reducing repetitive tickets and elevating the user’s level.

Agent management and direct calls from the CRM

Module for sales and agent management with direct calling from the CRM, integrating pipeline tracking and communication into a single workflow to accelerate deal closures and improve team traceability.

Client feedback

What our satisfied clients say about us!

“La plataforma es muy bonita, intuitiva y fácil de usar. Me encanta cómo puedo gestionar mis cuentas y analizar mis operaciones en tiempo real. ¡Recomendada para cualquier trader!”

España – María González

“Lo que más me gusta es la herramienta de gestión de trading. Puedo compartir mis análisis y resultados con otros traders, lo que me ayuda a mejorar cada día. El CRM es súper completo.”

México – Juan Pérez

“El streamming con IA me ha sorprendido. Ahora tomo decisiones más acertadas y rápidas, porque las recomendaciones son precisas y fáciles de entender. ¡Excelente servicio!”

Colombia – Camila Torres

“The platform is incredibly user-friendly and visually appealing. I love how easy it is to manage my accounts and track my trading performance. The integration with the CRM is seamless.”

United States – Michael Smith

“A interface é muito intuitiva e bonita. O social trading me permite aprender com outros traders e mostrar meus próprios resultados. O suporte é excelente!”

Brazil – Lucas Oliveira

“La plataforma es muy bonita, intuitiva y fácil de usar. Me encanta cómo puedo gestionar mis cuentas y analizar mis operaciones en tiempo real. ¡Recomendada para cualquier trader!”

España – María González

“Lo que más me gusta es la herramienta de gestión de trading. Puedo compartir mis análisis y resultados con otros traders, lo que me ayuda a mejorar cada día. El CRM es súper completo.”

México – Juan Pérez

“El streamming con IA me ha sorprendido. Ahora tomo decisiones más acertadas y rápidas, porque las recomendaciones son precisas y fáciles de entender. ¡Excelente servicio!”

Colombia – Camila Torres

“The platform is incredibly user-friendly and visually appealing. I love how easy it is to manage my accounts and track my trading performance. The integration with the CRM is seamless.”

United States – Michael Smith

“A interface é muito intuitiva e bonita. O social trading me permite aprender com outros traders e mostrar meus próprios resultados. O suporte é excelente!”

Brazil – Lucas Oliveira

“La plateforme est très agréable à utiliser et l’analyse avancée m’aide à prendre de meilleures décisions. J’apprécie particulièrement la sécurité et la protection antifraude.”

France – Sophie Dubois

“Die Plattform ist übersichtlich und einfach zu bedienen. Besonders die Risiko- und Schutzfunktionen geben mir ein sicheres Gefühl beim Trading.”

Germany – Jonas Müller

“La gestione delle mie operazioni è semplice e veloce. L’intelligenza artificiale mi aiuta a individuare le migliori opportunità di mercato.”

Italy – Giulia Rossi

“Платформа очень удобная и современная. Мне нравится, что можно делиться анализом и результатами с другими трейдерами. Отличная поддержка!”

Russia – Ivan Petrov

“المنصة سهلة الاستخدام وتوفر حماية قوية ضد الاحتيال. أحب خاصية التداول الاجتماعي ومتابعة نتائج المتداولين الآخرين.”

United Arab Emirates – Ahmed Al-Farsi