Every app your brokerage needs. One platform. Zero duct tape.
20 purpose-built apps for partner programs, client portals, payments, compliance, support, and back-office ops — connected to MT4, MT5, cTrader, and MatchTrader out of the box.
Connected out of the box
50+ payment methods ready
See the CRM your team will actually use.
A clean, structured interface designed for brokerage teams — not repurposed from a generic CRM template.
Running a brokerage should not require twelve disconnected tools.
ForexCRM replaces fragmented workflows with one coordinated platform built specifically for brokerage operations and enterprise growth.
One suite, different operating views for every brokerage team.
ForexCRM is designed to feel coherent from commercial growth through treasury and compliance. Each team gets its own perspective without breaking the shared data model.
Growth teams get acquisition, partner, and retention in one motion.
Sales, marketing, and partnerships can see the same client record, campaign response, IB structure, and account status without stitching together separate systems.
A multi-app business suite for brokers, not a single-feature CRM.
ForexCRM is structured like modern enterprise software: multiple focused apps, a shared operating layer, and a consistent user experience across public, partner, client, and back-office surfaces.
Core brokerage stack
The operating apps that touch trading, funding, compliance, and growth.
Run Standard IB, multi-level IB, and CPA acquisition programs from one broker-grade system.
Operate MT4, MT5, cTrader, and MatchTrader without switching between disconnected admin panels.
Deliver a modern self-service experience for onboarding, accounts, funding, KYC, and portfolio visibility.
Run master-investor structures with allocation, reporting, fee handling, and operational controls built in.
Bring KYC review, document handling, and audit trails directly into the client lifecycle.
Unify payment operations across cards, crypto, wires, and local methods with clean approval logic.
Client engagement
The surfaces that shape the client and partner experience.
Handle pre-sales and support conversations with brokerage context, AI assistance, and queue discipline.
Create onboarding, survey, application, and operational forms with logic, validation, and AI assistance.
Publish a white-labeled help center with SEO, search, AI authoring, and audience-aware visibility controls.
Segment your audiences, generate campaigns with AI, and deliver lifecycle communication from inside the suite.
Centralize brokerage social publishing, permissions, and content history in one operational workflow.
Admin and internal tools
The software your team uses every day to stay aligned and secure.
Control staff profiles, departments, hierarchy, roles, and white-label settings from a unified admin model.
Schedule and run browser-based meetings with attendance, invitations, and internal history.
Coordinate brokerage activity with shared scheduling tied to tasks and meetings.
Manage internal execution across compliance, finance, marketing, and IT with lightweight, brokerage-aware task flows.
Keep internal knowledge, meeting notes, and process documentation inside the operational workspace.
Manage internal files and controlled sharing with brokerage-aware access and security rules.
Move secrets out of spreadsheets and chat threads into a purpose-built encrypted vault.
Replace a scattered stack of generic work tools with a coordinated internal operations suite.
Developer and extensibility
The API and webhook layer for custom frontends and integrations.
Not just screens. Every app ships with workflows, permissions, and audit trails.
Each module handles real operational complexity — approval chains, role-based access, reporting pipelines, and cross-app data flows that enterprise teams rely on daily.
Partner payouts, CPA qualification, campaign execution, portal conversion, and trader engagement all live inside the same growth story.
Trading accounts, balance actions, treasury approvals, support workflows, and configuration logic are coordinated rather than duplicated.
KYC reviews, activity logs, secret access, staff roles, and approval trails support broker-grade oversight.
Clients, partners, and staff see one platform language instead of a patchwork of disconnected vendor tools.
Purpose-built for brokerages. Engineered like enterprise software.
ForexCRM was designed from day one around brokerage workflows — not adapted from a generic CRM. The result is a platform that handles partner hierarchies, multi-platform trading, and regulatory oversight without bolt-on workarounds.
One operating layer for the entire brokerage
ForexCRM brings client operations, partner programs, compliance, treasury, support, and internal admin tools into one coordinated platform.
Native trading-platform orchestration
Run MT4, MT5, cTrader, and MatchTrader from a shared control layer with account sync, balance operations, and trade-driven automation.
White-label by design
Your brand, your domain, your product experience. BrokerET powers the stack while ForexCRM.org presents the public face.
Enterprise-grade permissions and auditability
Every admin action, credential reveal, KYC review, payout approval, and role assignment is designed for visibility and control.
Automation with human oversight
Automate approvals, sync jobs, qualification tracking, messaging, and content generation while keeping teams in charge of exceptions.
Built to replace fragmented SaaS stacks
Notebook, Drive, Vault, Tasks, Calendar, Meetings, Knowledge Base, Chat, and Newsletter reduce the need for disconnected tools.
Connect. Configure. Launch.
Most teams go live within two weeks. Connect your trading platforms, set your business rules, and start onboarding clients — no custom dev project required.
Connect your brokerage stack
Add trading servers, payment gateways, KYC tools, communications, and security services from a central control plane.
Configure your operating model
Define account types, partner programs, approval policies, onboarding forms, staff permissions, and white-label settings.
Launch a unified client experience
Bring clients, partners, support teams, finance, and compliance onto one platform with shared data and real-time workflows.
What changes when you move to an integrated suite.
Less context switching, fewer manual handoffs, and one source of truth across every department.
Relied on by teams who need their platform to just work.
“We replaced six separate systems with ForexCRM and cut onboarding time from 3 days to 4 hours. Finance, compliance, and partnerships finally operate from the same data.”
“Our client portal, partner dashboard, and admin console look and feel like one product for the first time. Clients notice the difference.”
“PartnerHub and Payments Hub alone saved us $4K/month in third-party subscriptions. Having compliance and internal tools built in made the decision obvious.”
Common questions from brokerage leaders.
Answers to the things COOs, CTOs, and growth leads ask most when evaluating ForexCRM.
See how 20 apps replace your entire brokerage stack.
Share your setup — platforms, regions, partner model — and we'll walk you through exactly how ForexCRM maps to your operation.