Forex CRM is a software platform designed specifically for forex brokerage operations. It is positioned as a tool to centralize and manage various brokerage-related functions via integration with trading platforms and operational workflows.
Core Modules and Capabilities
Client & Partner Management
Organizes clients and partners with features like segmentation, multi-tier commission structures, and affiliate tracking.
Back Office Operations
Supports transaction processing, commission handling, reporting, and data export.
Compliance & Security
Implements client document storage, role-based access control, and two-factor authentication.
Customization & Integrations
Built with a modular architecture and scalable infrastructure, offering integration through REST APIs and webhooks. It also supports PAMM, social trading, and copy trading setups.
Trading Platform & Payment Integration
Facilitates syncing with MetaTrader 4 and MetaTrader 5 for real-time data exchange, along with account management and support for multiple payment mechanisms.
Support & Onboarding
Users receive initial onboarding help, ongoing professional support, and a resource library for reference.
