Infy Trade Tech
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How client data, onboarding, payments, IB hierarchies and platform accounts fit together behind a working brokerage.
A brokerage CRM is not a sales tool with a forex label on it. It is the system of record for identity, compliance state, trading accounts, money movement and partner commissions — and every one of those responsibilities has to reconcile with the trading platform in real time.
The research below follows that chain in order: how a lead becomes a verified client, how a verified client becomes a funded trading account, how introducing brokers are structured and paid, and how all of it survives a migration from an inherited system.
Read these as engineering and operations documents rather than product marketing. Where a decision depends on your trading model, the article says so instead of pretending there is one right answer.
Lead capture through KYC to first deposit is the spine of the system. Map it before evaluating vendors.
Account provisioning, balance operations and group assignment run through the platform's manager API, not the CRM UI.
Multi-level IBs, rebates and CPA calculations are where most inherited CRMs quietly break.
Technical research supporting forex crm.
Technical research supporting client portal & ib infrastructure.
Technical research supporting apis & integrations.
Technical research supporting banking & psp.
Our engineers and dealing specialists work on this infrastructure every day. Bring us the architecture question you are stuck on.
Infy Trade Tech Limited provides technology, software and consultancy services to businesses only. We do not offer trading, investment or brokerage services to the public, do not accept or hold client funds, and do not act as a liquidity provider or payment service provider.