5 Best Forex Broker CRM Providers Forex Solutions

While managing multiple introducing brokers, money managers, partners, and other affiliates at a time, handling interest allocation or partner commissions can be very much tricky or difficult. Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base. It allows brokers to create and manage any number of partners and set the commission settings also. Last year MetaQuotes suspended selling White Label that caused the forex industry to start looking for alternatives. Most sensitively it was perceived by small brokers who can’t afford to spend a couple of extra thousands dollars for the MetaTrader 5 Full license.

Clients List-This shows the number of how many clients that exist under the brokerage system. Introduce Traders & Sub-IBs-The partners may also create their sub-networks. Limitless tiers of affiliate commission generation based on the criteria they set. Reporting tools- Full reports of trade, profit and loss, deposit amounts, and CDF dividends. Client Information- The trade volumes, location, trading record, and various information of clients.

Multi-level Online and Auto Trading Platform used in the Forex and global markets by Dealing Rooms, Liquidity Providers, Exchanges, Market Makers, Brokerage Firms. Use different payment gateways integrated with the CRM system placidly. We provide all services and work with A-book, B-Book, and hybrid models. This small but important feature allows the manager to work quicker, since they do not have to open a separate window for each client.

The Skale Experience

Unlimited level-based partners program that rewards not only direct IBs with commission but a much broader span. Offer your partners the chance to have dynamic rebates with an adjustable formula calculation. Calculation and accrual of commissions are performed in forex crm a personal account. Amount to trade, claim your bonuses and view the history of all your bonuses all in one page. A highly responsive and scalable menu that allows the user to quickly and efficiently perform different actions in their personal trader’s room.

  • Brokers will benefit from a multi-asset platform that is accessible through the web and mobile devices.
  • At any moment in time, you have total access to all of the features.
  • Such a product enables brokers to connect SMS services, affiliate systems, and other outer services to get a next-level system.
  • Along with sleek deployment of the CRM, we guarantee safety, security and protection of your data at the same time.
  • As we see it, this often happens when an advertising campaign is launched.

Our FXOD CRM is integrated with a number of payment processing systems. You will be able to access detailed payment reports including any kind of failed transactions at once. Our FXOD CRM streamlines your processes and acts as a central focus point for your organization. With our easy-to-use CRM you can be sure of offering the very best in customer service. It aids you to monitor new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance and Marketing capabilities. About Company Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry.

Our state-of-the art Solutions

There is nothing inherently bad in it if the company does not try and trick you by promising a fortune for depositing your account, but simply provides a training service for a fixed fee. A new payment system emerges, not requiring any KYC compliance or with very low KYC standards. Brokers start plugging in because no one wants to comply with KYC. All in all, after all the fuss and agonizing waiting times, we consider it a good result if it does not close after 2-3 months.

We have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation. With Forex you can be sure of offering the very best in customer service. Make certain that your forex CRM provider comes with ample automation features such as reporting capabilities and regulatory technology.

forex crm provider

It enables the system to give its best to assure each customer’s approach per their convenience. Increasing competition in the industry means that there is a requirement for a purpose-built platform that is especially designed to meet the precise demands of the Forex industry. There are many CRMs on the market but when running a Forex business, it is important to choose one that is able to specifically handle this kind of work. In this video, B2Core Product Manager, Ivan Navodnyy, talks about one of B2Broker’s flagship products, B2Core. Forеx is one of the largest and most profitable financial markets today. It should be mentioned that copy trading is very popular with newcomers on financial markets because it allows you to get good trading results by copying from experienced traders.

Top 5 Forex CRM Solutions for 2022

The output is beyond the expectation so really appreciate the team efforts. The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry. Track Lead ConversionThe Forex CRM is advanced yet intuitive, built to handle the complexities of the industry. Offer a great opportunity for businesses to reach a new audience.

forex crm provider

Offer clients a back office with instant deposits/withdrawals and the possibility to get one currency converted into another with no limits. Create a space where clients can easily choose the method of payments, process them and analyse all the ins and outs. Regulate the funds that are being used by the clients in your banking system.

CRM & Forex Website

Track the performance of your sales and retention teams and fully manage your permissions and the access you grant to sensitive data. Integrated payments help reduce the stress of manual accounting and make it more manageable for companies to manage finances in the CRM system only. As the FxCRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. Yes, now the mobile application for Cabinet Area is available for your and your clients. Your clients and IBs can log in to their Cabinet from ANY mobile device.

forex crm provider

You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. The clients can distribute their funds from the wallet to all their trading accounts or put them back to the wallet. With many clients making multiple trades per day, you’ll likely be dealing with a large amount of data. One way FX CRM tools do this is by letting you divide clients based on a wide variety of factors, like country of residence, annual income, or EMIR classification. This can help with client retention efforts, compliance management, and more. Technology that helps financial services companies address regulatory challenges, often called RegTech, should be built in to a good forex CRM.

A training professional will guide your team through all your systems, and you are good to go!. Track your sales and success teams’ performances collectively and individually. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more. Every feature of our CRM system is specifically designed for the needs of Forex brokers.

Our wide range of high quality products.

Our FXOD CRM of Trade Soft will guide your agents to carry out the appropriate strategy to engage and capture more leads. As a result, you will sell smarter and expand your business faster even while working from remote location. Thus, empower your teams to provide great customer service from https://xcritical.com/ anywhere by providing automated guidance for all types of leads, contacts and clients. Multi-level IB system enables brokerages to exponentially grow their trader database. Thus, the brokers set the commission settings in an intuitive web interface and are able to see instant feedback.

A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. Margin multi-asset trading including crypto-currencies are included. Advanced dealing and risk management settings are designed to increase the revenue from the trading flow.


Reliable data security is a vital consideration for any brokerage. By selecting the right CRM, you can guarantee that your client’s information is safely encrypted and safeguarded with user authentication features. You need to choose scalable CRM software that can grow and adapt to your business’s changing needs. Moreover, CRM integration with other systems should be straightforward so you can ensure it will accommodate your organization’s changing needs without any hassle. CurrentDesk is an FX CRM system that comes equipped with everything your team needs to turn more visitors into active traders.

Brokers will benefit from a multi-asset platform that is accessible through the web and mobile devices. B2Core can be set up in a matter of minutes to work with the most common trading platforms on the market. Additionally, business owners may request a free trial edition of the solution in order to assess the solution’s creativity before spending their money. Our easy-to-use MT5 white label solution allows introducing brokers to start their forex broker venture within a split second. Forex CRM is a leading technology provider to the FX brokerage firm.


The provider’s focus on software will ensure that they have a team of dedicated developers and support specialists in place to help if you have any problems. On top of high-level features for traders and managing staff (well-planned admin panel, constructors of registration, and KYC processes), this solution is compatible with a lot of outer services. For instance, business owners may integrate over 80 reliable payment providers.

If the amounts are incorrect, the broker needs to correct them in the requests and then mark the requests as processed or failed . 2) Before transferring money to the broker’s wallet, clients need to create a request through this payment system in the CRM. We have improved on communication channels, time to response, and ticket processing speed, and made the processes as transparent and predictable as possible. The feedback from clients is extremely positive, but we would still like to work on certain aspects until they are perfect.