Forex CRM for Brokers

• Clients: Single client record — Profile Verified; Entity / brand Per jurisdiction; Risk category Assigned on onboarding
• KYC: Verification workflow — Provider Connected KYC vendor; Documents Expiry tracked; Screening Sanctions · PEP
• Accounts: Wallets and account groups — Account group Standard · USD; Leverage changes Approval required; Internal transfers Logged
• Payments: Deposits and withdrawals — PSP routing Per method and region; Withdrawals Finance approval chain; Reconciliation Against PSP records
• Trading Accounts: Platform provisioning — Platforms MT5 · cTrader · others; Provisioning Created from CRM; Sync Balances and groups
• IBs: Partner hierarchy — Structure Multi-level tree; Plans CPA · rev-share · hybrid; Attribution Per introduced account
• Support: Client service desk — Tickets Linked to client record; Ownership Assigned per desk; History Full audit trail
• Reporting: Operational reporting — Dashboards Per desk; Exports Finance · compliance; Audit trail Every approval
• Automation: Rules and triggers — Triggers Status changes; Actions Notify · provision · hold; Platform calls Via Manager API

The broker back office: clients, KYC, accounts, payments, trading accounts, IBs, support and reporting.

Challenge purchases, evaluation phases, rule breaches, funded accounts and payout review.

Strategy providers, followers, allocation and performance-fee workflows.

A forex CRM is the operating layer of a brokerage. It holds the client record, runs onboarding and verification, provisions trading accounts on the trading platform, processes deposits and withdrawals, calculates introducing-broker commission and produces operational reporting. A generic sales CRM covers the enquiry stage and none of the rest.

Clients and documents, trading accounts and account groups on connected platforms, deposit and withdrawal workflows with approval chains, multi-level IB structures and commission runs, plus dashboards, exports and a full audit trail.

• Start-up brokers who need onboarding, payments and IB tracking live on day one.
• Established brokers replacing a generic CRM, or one whose vendor controls their data.
• Multi-entity groups running different onboarding rules per jurisdiction and brand.
• Desks whose operations team is manually retyping account changes into the platform.

• Client records, platform accounts and payment records that disagree with each other.
• Onboarding that takes days because documents move by email.
• IB commission calculated in spreadsheets, then disputed every month.
• No audit trail for who approved a withdrawal, a credit or a leverage change.

Client registers

Cabinet or landing-page registration, source and referral captured.

KYC

Documents captured, verification provider runs, review queue applied.

Client approved

Status advanced, onboarding rules for the entity satisfied.

Account provisioned

Trading account created on the platform with group and leverage.

Deposit

Payment routed, credited to the account, reference retained.

Trading

Activity, exposure and balances visible to the desk in context.

Withdrawal

Request raised, approval chain applied, payment executed.

IB commission

Volume attributed, commission accrued, statement produced.

Challenge products & purchases

Evaluation products defined with their own account size, rule set and pricing structure, purchased through checkout and recorded against the client record.

One, two and multi-stage evaluations

Phase 1, Phase 2 and additional stages configured per product, each with its own objectives, limits and progression conditions.

Account provisioning per phase

Trading accounts created on the connected platform when a phase begins, with credentials issued and the account linked to the trader's CRM identity.

Trading-rule configuration

Profit targets, daily and overall drawdown, minimum trading days, instrument and lot restrictions set per phase rather than per account by hand.

Breach workflows

Rule breaches recorded with the rule that triggered them, the resulting account action and the operator or automation that applied it, for evidence-based dispute handling.

Resets & retries

Reset and retry paths where the product supports them, with the new attempt provisioned and the previous attempt retained in the trader's history.

KYC before funding

Verification requirements applied at the stage your policy requires — commonly before a funded account or a first payout is released.

Payout requests & status

Payout requests raised by the trader, checked against eligibility rules, moved through approval and reflected back with a visible status and history.

Trader lifecycle & admin actions

Purchase through funded and payout in one timeline, with support actions, account state changes, notes and operational queues in the admin console.

Affiliate tracking

Referral links, coupon codes and campaign attribution recorded against challenge purchases so partner economics stay inside the same system.

Reporting

Pass rates by product, breach reasons, funded population, payout liability and attribution reported alongside your brokerage reporting.

Audit trail

Every state change stored with its cause and actor, so evaluation outcomes can be explained months later without reconstructing them from logs.

Strategy / master accounts

Strategy provider accounts registered and administered by the broker, with the conditions under which they can be followed defined per strategy.

Follower accounts

Client accounts subscribed to a strategy, each with its own allocation settings and its own trading account on the platform.

Copy relationships

Subscription state between a strategy and a follower — active, paused or stopped — recorded and visible to your support desk.

Proportional allocation

Follower position sizing derived from the strategy position relative to the allocation model configured for that relationship.

Lot multiplier

A fixed multiplier applied to replicated volume where the follower wants exposure larger or smaller than the proportional result.

Equity / balance-based copying

Allocation calculated from the equity or balance ratio between strategy and follower, so the relationship holds as accounts change size.

Risk controls

Limits on replicated volume, drawdown thresholds and instrument restrictions applied to the copy relationship where the infrastructure supports them.

Stop-copy settings

Conditions that suspend or end replication automatically — loss thresholds, manual stop or the follower unsubscribing.

Performance visibility

Strategy and follower performance surfaced to clients and to the desk, based on recorded trading activity rather than projections.

Strategy statistics

History, drawdown and activity metrics per strategy so followers can review a strategy before subscribing.

Subscriber & broker administration

Subscription approvals, follower management and strategy visibility rules controlled by the broker from the admin console.

Platform & CRM integration

Copy infrastructure connected to the trading platform and to the CRM client record, with reporting available alongside your other operational reporting.