One back office for client onboarding, KYC, MT5 operations, IB networks, deposits and withdrawals — so your team runs the business from one place instead of five.
The operational core: client records, KYC review, MT5 accounts, payment requests, support tickets and admin roles.
Forex CRM softwareA managed integration layer between your MetaTrader 5 server and your CRM, client area and internal tools.
MT5 integrationApprove introducing brokers, issue referral links, build multi-tier partner trees and calculate per-lot commissions.
IB softwareA branded trader's room on the web and native iOS and Android apps for onboarding, funding and support.
Client area Mobile appLead capture, pipelines, VOIP calling with recordings and campaigns — tracked through to first deposit.
Sales CRMChallenge plans, an automated rules engine, phase progression, funded accounts and payouts for prop firms.
Prop trading CRMOffer managed accounts, multi-account management and strategy following, connected to the same client and payment records.
PAMM & MAM Copy tradingWatch margin levels, floating P/L and net exposure by symbol, with alerts and approval rules for sensitive actions.
Risk toolsRun the client and partner areas under your own brand and domains, with the products your business needs.
White-labelOne back office for every desk. Every client, every partner, every payment — connected to your trading server and built to scale.
Starting from scratch or adding capability, our team delivers the setup and operational work around the technology.
Company formation, licensing support, platform, liquidity, CRM and payments — one accountable partner.
Learn moreEstimate one-time, monthly and first-year costs for your brokerage in ten steps.
Estimate costsMT4, MT5, cTrader, Match-Trader, TradeLocker and DXtrade — set up and managed.
Learn moreLP connectivity, A/B-book routing, low-latency hosting and plugins.
Learn moreOutsourced operations, 24/7 technical support and team training.
Learn moreBroker websites, branding, SEO, PPC and lead generation tied to your CRM.
Learn moreEach area of the CRM is built around a daily brokerage task. Scroll to walk through them.
See verification status, contact details and registration date at a glance. Create an MT5 account for a verified client, edit details, or open their full profile without leaving the list.
Review front and back document images inline, approve or reject with a comment, and keep a reviewed history per client — pending and reviewed queues stay separate.
Pending and processed requests sit side by side, filterable by MT5 ID, method and status. Finance sees the wallet or bank details for each request before approving it.
USDT wallets, UPI accounts and bank accounts submitted by clients arrive in one request queue, so finance can approve payout destinations without spreadsheets.
Mirror your MT5 server's trading groups — standard, ECN, cent or custom leverage tiers — inside the CRM, so new accounts always land in the correct group.
Balance, equity, margin, free margin and floating P/L per account, with closed orders and filters by date, symbol and status.
Client tickets land in the admin panel next to the client's record. Reply by text or voice note and close the ticket when it is resolved — no separate helpdesk login.
Give Super Admin, finance, compliance and support staff only the access their desk needs, and keep a timestamped record of what changed and who changed it.
The Open API Bridge connects to your MT5 server with a manager login and exposes the operations your back office needs — account creation, group mapping, balance operations and trade data — through a documented API.
The API documentation is available to clients after sign-in.
Approve introducing brokers, give each one a referral link and let commissions calculate per lot across every tier. Partners follow their own results in the partner area.
A unique link for every approved IB. Clients who sign up through it are attached automatically.
Partners see their clients, trading volume and earned commission in their own area.
Per-lot rates, a commission ledger and a separate queue for IB withdrawals.
Sub-IB levels with their own rates, and clients can be moved between IBs when needed.
Every deposit and withdrawal follows the same reviewed workflow, so finance can answer "where is this payment?" in seconds.
The client requests a deposit or withdrawal from the client area, choosing an approved payment method — USDT, UPI, bank or a connected PSP.
The request appears in the pending queue with the client's KYC status, MT5 ID and wallet or bank details.
Finance approves or rejects with a comment. Approvals can be limited to specific roles.
Approved amounts are posted to the client's MT5 account through the Open API Bridge.
The request moves to processed history with method, transaction ID and status.
Export deposit and withdrawal ledgers to Excel to reconcile against PSP and bank statements.
Payment-method management lets you enable or disable methods and approve client payout accounts. See payment integrations and automation.
Launch the client area and partner area under your own name, logo and colours, on your own domains — with the products that match your licence, markets and plan.
Choose by team size and the integrations you need. Both plans include the client area, partner area, helpdesk, emergency support and custom development.
| FeatureCompare plans | Standard Top pickFor small brokers and startups, up to 12 managers.$999 / mo | Unlimited For large brokers with unlimited managers.$1,999 / mo |
|---|---|---|
| Manager accounts | Up to 12 | Unlimited |
| Client Area | Included | Included |
| Partner Area | Included | Included |
| Emergency Support | Included | Included |
| Helpdesk | Included | Included |
| Custom Development | Included | Included |
| PSPsNumber of payment service provider integrations included. | 5 | 10 |
| Brokeree PAMM or Social Trading | Not included | Included |
| REST & Client API | Not included | Included |
| Automatic KYCAutomated identity verification through an integrated KYC provider. | Not included | Included |
| Talk to us | Talk to us |
* Prices are per month and do not include the required one-time setup fee for onboarding. Need something in between? Ask for a tailored quote.
Client management, KYC review, MT5 account creation, trading groups, deposits and withdrawals, payment methods, trade history, a support desk, IB management and role-based admin controls — with the client area and partner area on both plans.
Through our Open API Bridge, which connects to your MT5 server with a manager account you provide. It handles account creation, groups, balance operations and trade data. Learn more.
Access to your MT5 server (manager credentials with the right permissions), details of your trading groups, your payment providers and KYC provider accounts, branding assets and the domains you want to use.
Yes. The client and partner areas can use your brand name, logo, colours and custom domains. See white-label options.
Standard supports up to 12 managers and 5 PSPs. Unlimited adds unlimited managers, 10 PSPs, Brokeree PAMM or Social Trading, REST & Client API and Automatic KYC. A one-time setup fee applies to both.
Each staff member has a role that limits what they can see and do, and administrative actions are recorded in an audit trail. Read more about security.
We walk through the products relevant to your brokerage, answer integration questions and outline the implementation steps and pricing for your setup.
Tell us about your brokerage, trading servers and partner programme. We'll come back by email with next steps and a time for your demo.
