The Ultimate Forex CRM & Back office

With our solution, your only job is to attract clients - we'll do the rest

Request a demo

Forex CRM preview on desktop and mobile
Save time
With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele.
100% PROVEN Optimized workflow.
Expect a massively heightened work ethic from all of your departments. Our CRM contains features which will significantly improve day-to-day routine, making all work processes easier.
BEST Forex Platforms
You can use the industry's most popular Forex trading platforms to their full force with our CRM, with no volume limitations. Additional platforms can be easily connected.
Fully responsive solution on ANY device.
Your clients and IBs can log in to their Cabinet from ANY mobile device.
100% integration
Don't waste your time. Choose FX BACK OFFICE for the fastest integration the market has to offer.
100% tested code
Keep your data safe, secure and protected. We are using modern technologies with long-term support to achieve high reliability of our systems.

Professional solution to manage clients profiles

Comprehensive reporting system

Wide range of tools and controlling mechanisms for Marketing and Sales departments

API connection to PSPs

KYC and sophisticated system ensuring the documents are up to date

CRM access for IBs (limited as per your request)

Simple and instant translation system

Customized upgrades on demand

Fully EMIR and CySEC compliant

Fully branded user friendly interface

Live/Demo account opening function

Deposits / withdrawals / transferring between own accounts

Easy access from all mobile devices

Internal messages with notifications

Fully CySEC compliant background check questionnaire

Simple section for uploading documents for KYC

Access to the Partnership area from the same place

Integrated live chat

Supports Multi-level partnership program

Referral list including search function

Full Link Statistics

Promotional materials

Local depositor function for IBs

Creation of Partnership links option


Retain your clients with absolute ease by using our exceptionally unique algorithmic retention tools

  • Lead follow up system
  • Different status allocation of Leads for refining conversion
  • Customizable accesses for your sales team
  • VOIP calls directly from the system
  • Automatic Recording and storing of all VOIP calls
  • Deposits and withdrawals of money or bonuses
  • Third party transfers prevention mechanism
  • Various payment systems connected
  • Internal money transfers between own accounts
  • IB money transfer to his referrals
  • Multilevel partnership program
  • Create different IB schemes
  • Full access to all IBs with exceptional easy of use
  • Limit access of employees to your most important client data
  • KYC integrated process
  • Specific and complex Client monitoring
  • Complete 'company document' area
  • Reports for the regulator
  • Any report of your choice is available
  • Make-your-own customizable report feature
Request a Presentation

New Brokerage that’s ready to talk? Currently using another Forex CRM and looking to change your provider?

Request a Presentation