Forex CRM & Back Office.
Client Management That Doesn't Make You Want to Cry.
Stop using spreadsheets. Stop using CRMs built for selling shoes. This one speaks MT5 natively, calculates multi-level IB rebates in milliseconds, and actually tells you where your money is going.
Salesforce Is Great. For Selling Salesforce.
That expensive enterprise CRM your board insisted on? It's great if you're managing a pipeline of software demos. But does it calculate multi-level IB rebates on gold swaps at 3 AM while adjusting for lot sizes across different account groups? Didn't think so.
The Spreadsheet Hellscape
You've got one Google Sheet for deposits, another for leads, a third for IB payouts, and a fourth that "Mike created before he left and nobody knows how it works." None of them match. Your accountant sends passive-aggressive emails asking why the numbers don't reconcile. You're leaking money through cracks you can't even see.
The IB Mutiny
Your top-performing Introducing Broker wants a custom rebate structure: $3 per lot on majors, $5 on gold, but only 50% applied to his sub-IBs because reasons. Your current system can only do a flat percentage. He leaves for your competitor who figured this out. You write a LinkedIn post about "partnership values" while quietly crying.
The KYC Black Hole
Clients send passport photos via WhatsApp. Your compliance officer copies them to a shared folder that's named something unhelpful like "KYC-NEW-FINAL-v3." Documents get lost. Approvals take days. Impatient clients charge back their deposits. Regulators send strongly worded letters. Nobody is happy.
Automate the Boring Stuff.
Focus on Actual Sales.
Our CRM talks directly to MT5. Not through some janky CSV export—actual real-time WebSocket integration. When a client deposits, it's credited to their trading account in seconds. When they trade, the IB gets paid automatically. No manual data entry. No human error. No more "I'll fix it tomorrow" tech debt.
- Multi-Level IB Module (Infinite Tiers)
- Automated KYC & AML Verification
- 50+ Payment Gateway Integrations
- Real-Time P&L & Risk Dashboard
- Built-in VoIP & Sales Dialer
It's Not Just a Database. It's an Operating System for Your Brokerage.
Every department in your company—sales, compliance, finance, marketing, support—lives inside one unified platform. No more "let me check with the other team." Everyone sees the same data.
Sales Module
Stop losing leads because they sat in a queue for three days. Our Sales Module automatically assigns new signups to agents based on language, region, or round-robin. It tracks every call, every email, every deposit—so you know exactly who's actually selling.
- Lead Scoring: Know who to call first
- VoIP Integration: Click-to-call from browser
- Performance Metrics: Track conversion rates
- Auto-Assignment: Round-robin or rules-based
Compliance Module
Regulators are scary. Our Compliance Module makes them less scary. It automates document collection, runs checks against OFAC, EU sanctions lists, and PEP databases, and flags suspicious activity before it becomes your problem.
- Auto-KYC: AI-powered ID verification
- Risk Scoring: High/Medium/Low categorization
- Audit Trails: Every action logged forever
- Document Vault: Encrypted, searchable storage
Finance Module
Money in, money out, tracked to the cent. Connect to 50+ Payment Service Providers including crypto, cards, and bank wires. Set rules for auto-approving small withdrawals so your finance team can focus on the ones that actually need attention.
- Smart Routing: Route to cheapest PSP
- Netting: Internal transfers cost nothing
- Auto-Reconciliation: Match bank statements
- Chargeback Management: Fight back efficiently
Marketing Module
Send the right email at the right time. Trigger automated campaigns when a client registers, makes their first deposit, or hasn't traded in 30 days. Personalization that doesn't require a PhD in marketing automation.
- Drip Campaigns: Nurture leads automatically
- Segmentation: Target whales vs. minnows
- Push Notifications: Reach mobile app users
- A/B Testing: Optimize everything
IB Management
Your Introducing Brokers are your lifeblood. Give them a portal they'll actually love. Real-time commission tracking, instant withdrawals to their wallet, and referral links that work properly.
- Unlimited Tiers: MLM without the pyramid scheme vibes
- Custom Rebates: Per-symbol, per-group flexibility
- Real-Time Tracking: Every lot, every commission
- Instant Payouts: To wallet or bank
Reporting & Analytics
Dashboards that tell you what's happening without requiring a data science degree. Real-time P&L, exposure monitoring, client lifetime value, churn prediction—everything you need to make decisions that don't rely on gut feelings.
- Real-Time P&L: Know where you stand now
- Custom Reports: Build what you need
- Scheduled Exports: Auto-email to stakeholders
- API Access: Feed your BI tools
The IB Portal
Your IBs are your lifeblood. Give them a portal they'll love.
Supercharge Your Partner Network
Most brokers email their IBs a CSV file once a month and call it "partner support." We give them a dedicated dashboard where they can see their referred clients trading in real-time (anonymized, obviously), track commissions down to the fractional cent, and withdraw earnings instantly—no waiting for the 15th of the month.
Result: Your IBs work harder because they see the money faster. Dopamine is a powerful motivator.
Plays Nice With Everything You Already Use
We don't force you to rip out your existing tools. Our API connects to payment gateways, KYC providers, messaging platforms, and trading platforms you're already running.
Trading Platforms
MetaTrader 5, cTrader, Match-Trader, Vertex
Payment Gateways
Stripe, PayPal, Skrill, Neteller, 40+ PSPs
Crypto Payments
Coinbase, BitPay, Direct Wallet
KYC Providers
Sumsub, Onfido, Jumio, Manual Upload
Communication
Twilio, SendGrid, WhatsApp, Telegram
Your Custom API
REST & WebSocket endpoints for everything
Frequently Asked Questions
The questions you're really wondering about, answered by humans who've built forex brokerages.
Can I customize the look and feel?
Completely. The Client Area and IB Portal are fully white-labeled. We use your logo, your color palette, your domain. Your clients will never know FxTrusts exists unless you tell them—and we'd prefer you didn't.
Does it work with cTrader or Match-Trader?
Yes. While we specialize in MT5, our CRM is platform-agnostic. We have APIs for cTrader, Match-Trader, Vertex, and DXtrade. You can even run multiple platforms simultaneously with unified reporting.
How long does implementation take?
For standard setups using our hosted infrastructure: 1-2 weeks. For heavily customized deployments with unique integrations: 4-6 weeks. We've done faster—ask about our "emergency migration" package.
Is my data safe?
Safer than most banks. We use AES-256 encryption at rest, TLS 1.3 in transit, daily off-site backups, and strict role-based access control. Your data is YOUR data. We don't sell it, share it, or peek at it.
Can you migrate from my current CRM?
Yes. We've migrated brokers from Leverate, UpTrader, B2Core, and even homegrown spreadsheet disasters. We handle the data export, mapping, validation, and import. Zero downtime if you plan it right.
What about training for my team?
Included. We provide video tutorials, live onboarding sessions, and documentation that's actually readable. After launch, your team gets direct access to our support—not a chatbot, actual humans who know forex.
Stop Fighting Your Software
Every hour you spend on manual data entry is an hour you're not spending on growth. Let's fix that.