White-Label CRM & Client Area for Forex Brokerages
Replace scattered tools with one branded system. Automate approvals, move money securely, track KPIs in real time, and turn leads into funded traders.
The Control Center for Your Brokerage: Leads, clients, accounts, KYC, wallets, tickets, and IB/affiliates consolidated in one dashboard.
Automation That Converts: Rule-based routing, approval chains, re-engagement triggers, and upsell prompts you can tune per market.
FX-Ready, Fast Launch: MT4/MT5/cTrader connectors and PSP aggregation shorten time-to-value without compromising compliance.
Always-On Brokerage Ops
CRM and client area operate in lockstep with your dealing desk: live sync for identity, funding, and account state, plus granular personalization aligned to brand and policy.
Streamlined Client Area
Open/live accounts, submit and verify documents, move funds, track status, and view program eligibility—all in-browser and streamlined.
Operational Continuity
Identity checks, funding, and trading state propagate instantly across CRM, client area, and dealing desk—no manual reconciliation.
Branded Workflows
Tailor fields, roles, workflows, notifications, themes, and partner views—localize by market and align to your compliance model.
Your Revenue Engine
- Onboarding & KYC
- Dynamic forms, document capture, liveness/ID checks, PEP/sanctions screening, auditable approvals.
- IB & Affiliates
- Infinite-level trees, multi-scheme commissions, partner portal, transparent real-time statements.
- Sales Ops & Support:
- Lead scoring, pipelines, SLA-based ticketing, canned replies, email, SMS or WhatsApp outreach.
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Stand up a white-label CRM and client area with conversion-ready flows, enterprise security, and built-in pathways for prop and copy.
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