If you’re a new brokerage and you have no client data to migrate, once you’ve provided us with all of the requested documents and accesses needed (given they are correct), set up can take between 3-5 business days. If you’re migrating from another forex crm provider, we would take a look at your current set-up, and after a thorough assessment we would give you an estimated time/breakdown of what will be done and when, for your migration.

We have created an exceptional user interface and fully functional Client Area for you to utilize, however, if you’d like to put your own stamp on it, you are more than welcome to use our Client Area API to add your own colours, imagery and branding.

We are integrated with over 230 PSPs, so whichever corner of the world you are trying to target, we have the PSP integration for you! If you happen to come across a PSP we haven’t integrated yet, we can integrate them for you quickly for a small fee. You can see all the PSPs that are integrated with our forex CRM system here.

We provide a very well thought out and beneficial loyalty program for your clients. Our tiered loyalty program works by rewarding traders for placing trades with points, which can be turned into cash or crypto. The more your client trades, the more the points are multiplied. Traders can reach different levels which gives them a sense of achievement. The entire system is customizable. To learn more, go to our loyalty program page.

Yes! Our CRM system can function as a multi business or multi company manager, meaning you can run and view multiple brands in one place, but at the same time, have managers working for each brand independently.

We provide 24/5 support, as many of our clients are operating in different time zones. Our live chat is available 24/5, however we provide 24/7 emergency support and a 24/7 emergency ticketing system whereby all images or documents relating to a certain problem can be added and shared with our team.

We pride ourselves on the fact that we are already integrated with the industry’s most popular platforms, PSPs, VOIP and KYC providers, however, should there be an integration which is vital to your business or needed to operate in a certain region, we are always here and are keen to help. In some cases, fees may apply. We will evaluate how long the integration will take and how much it will cost and provide you with a breakdown. If you agree, then we proceed with the integration, as simple as that!

Our FX CRM has the possibility to automatically open an account upon any client registration and automatically grant a bonus to that account. The possibility exists to remove the bonus from the account automatically based on triggers that can be set, and also convert that bonus into real balance if the clients have met the requirements (ie motivate them to trade more volume -lot based - in order to convert their bonus into balance)

Industry standard schemes such as money/lot, point/lot, CPA, CPL exist in our CRM, and within them, you have the possibility to set conditions such as selecting MT groups that the IB rules will trigger/ pay commission to, only if positions are held for X amount of time in the market, for example. We also have more advanced schemes such as optional sharing, allowing the IB themselves to decide how they will share their commission with the tree below them, and the ‘bottom up’ rule (usually used in Asian Markets) which allows you to set commission for the IB tree starting from the last IB in the tree, upwards.

Your data is highly secure with FX Back Office. Firstly, your client data is stored on your own servers, and you have the full access to it. We do not store your data on our servers. Secondly, we are fully GDPR compliant and carry out quarterly reviews with an independent law firm specializing in GDPR for technology companies in Cyprus. Thirdly, we have paid for and put ourselves through vigorous penetration tests, which we conduct on a yearly basis. You should also be aware that even our own employees can’t see your client data in the CRM, as everything is masked. We do everything we possibly can to ensure that you feel safe in our hands.