Admin and internal tools
Store every sensitive credential your brokerage depends on, encrypted and auditable.
Vault provides protected storage for platform credentials, API keys, and operational secrets with role-aware access and audit visibility.
forexcrm.org/vault
Vault
Admin and internal tools
Encryption
At rest
Reveal control
Re-auth required
Auditability
Access logged
Encrypted storage for multiple secure entry typesLive
Folder organization across business functionsLive
Password re-verification before revealProcessing
Favorites, filters, and access-specific visibilityQueued
Activity
Vault
Encrypted credential storage built for brokerage operations.
At rest
Encryption
Re-auth required
Reveal control
Access logged
Auditability
Core capabilities
Encrypted storage for multiple secure entry types
Folder organization across business functions
Password re-verification before reveal
Favorites, filters, and access-specific visibility
Separate vault permissions from normal admin rights
Access logging for sensitive operational records
Business outcomes
Lower credential risk across teams
Create clearer controls around sensitive access
Replace insecure ad hoc password sharing habits
Roadmap depth
Rotation reminders
Secure sharing
Emergency access rules
Live preview
Vault in action
A representative view of the workflows, metrics, and connected data you get with Vault.
Vault Dashboard
Live operational mock panel
At rest
Encryption
Re-auth required
Reveal control
Access logged
Auditability
Workflow pipeline
Updated just now
Encrypted storage for multiple secure entry types
01
Folder organization across business functions
02
Password re-verification before reveal
03
Favorites, filters, and access-specific visibility
04
Performance snapshot
EncryptionAt rest
Reveal controlRe-auth required
AuditabilityAccess logged
Recent actions
Lower credential risk across teams
Sync1h ago
Create clearer controls around sensitive access
Approval2h ago
Replace insecure ad hoc password sharing habits
Automation3h ago
Connected apps
DriveOrganization & Staff ManagementDeveloper HubAdmin Suite
Operational table
Workflow
Owner
Status
Load
Encrypted storage for multiple secure entry types
Ops team
Live
24%
Folder organization across business functions
Compliance
Stable
36%
Password re-verification before reveal
Finance
Monitored
48%
Favorites, filters, and access-specific visibility
Support
Optimized
60%
Separate vault permissions from normal admin rights
Growth
Ready
72%
Who uses it
IT
Security
Operations
Typical use cases
Protect manager credentials and API keys
Replace spreadsheet-based secret sharing
Track access to sensitive operational credentials
Connected workflows
Drive
Organization & Staff Management
Developer Hub
Admin Suite
Related apps
Explore the surrounding workflow.
Organization & Staff Management
Run your brokerage team with the same rigor you apply to your clients.
Control staff profiles, departments, hierarchy, roles, and white-label settings from a unified admin model.
Staff onboarding, statuses, and searchable profiles
Departments, designations, and branch structures
Role-based permissions built for granular admin control
Explore module
Meetings
Video meetings built into your brokerage with no extra Zoom dependency.
Schedule and run browser-based meetings with attendance, invitations, and internal history.
Instant and scheduled meeting creation
Guest access for external participants
Meeting links, invitations, and attendance tracking
Explore module
Calendar
A shared team calendar that knows your tasks, meetings, and deadlines.
Coordinate brokerage activity with shared scheduling tied to tasks and meetings.
Month, week, and day planning views
Color-coded events and drag-and-drop scheduling
Task and meeting synchronization
Explore module
Get started
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.
Request a personalized demo
Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options