FxCore CRM Reviews & Product Details

FxCore CRM is a purpose-built CRM for forex brokers, CFD brokers, prop trading firms, and financial service providers. Unlike generic CRM tools, FxCore is designed around the forex broker workflow — from client onboarding and KYC verification to IB management and real-time MT4/MT5 trading data. Key capabilities include native MT4 and MT5 integration with live account and trade visibility, automated client onboarding with KYC/AML document collection, multi-tier IB and affiliate management with commission tracking, deposit and withdrawal management, role-based access control for compliance and operations teams, and reporting dashboards for client activity and revenue. FxCore CRM helps brokers reduce manual work, improve client retention, and scale operations without switching between multiple tools. Accessible via web — no installation required.