Welcome to the most feature-rich CRM on the marketRequest a demo
We work hard to offer you the features you need to take your brokerage to the next level and to develop the finest forex trading CRM and back office tools on the market. Each and every one of our tools was developed as a module, meaning that they can quickly and easily be added to your CRM. This means that you’re not forced to pay for a tool you don’t use, and if there’s something missing that you see as vital to your business, get in touch and we’ll work together to develop it.
Integrations
API
Trading platforms
Financial
Reporting
KYC
Communication
Social Media Login
Track data and simplify your onboarding process by letting your clients register and login using their Google, Facebook and Twitter accounts.
Brokeree Social Trading
Allow your clients to share trading signals and follow more experienced traders with the Brokeree Social Trading solution.
Brokeree PAMM
Take the Brokeree PAMM service and allow your clients to learn from the best by joining the shared accounts of more experienced traders.
Integrated Educational Videos
Attract and retain clients with expert FX education and MetaTrader videos in multiple languages. Additional languages can be added upon request.
Client Area API
Transform your client area with our Client Area API. Create frictionless web and mobile UI/UX designs, and solidify your brand identity by adding your logo, colors, and imagery. Stay consistent with your visual identity while taking advantage of our many features.
Rest API
Our Rest API allows you to adjust CRM`s parameters via API: set up login/registration steps, create transactions, perform operations with users and more.
MetaTrader 4
Supported in 39 languages and offering expert analytical tools, EA’s, and indicators, MetaTrader4 is the world’s most popular trading platform.
Additional trading servers
As your trading volume or number of clients increases, fx back office allows you to add additional trading servers, and manage them in one place.
MetaTrader 5
MetaTrader5 is the epitome of advanced trading technology. MT5 supports hedging, algo trading apps, EA’s, and copy trading.
CTrader
cTrader is known for its highly advanced technology, user friendliness, and its innovative and customizable charting tools.
MetaConnect
MetaConnect offers a visually rich experience and allows multi-asset trading consisting of forex, crypto, stocks, ETFs, commodities and indices.
Devexperts
Devexperts specialize in platforms for Cryptocurrency, FX/CFDs, and equities/derivatives. They also develop solutions for wealth management and exchanges.
X Open Hub
Delivering high performance and speed across multiple browsers, X Open hub is renowned for its power and reliability as a platform.
Condor
Condor provides an innovative end-to-end multi-asset trading platform with regulatory-grade technology.
Contests
Host contests and drive user engagement with our Contests module. Create campaigns, monitor the performance and clients’ actions, identify winners, and analyse the results – all in one place.
Cashback
Configure cashbacks to clients for trading on their accounts based on a variety of preset conditions.
Trading Calculator
This is a must-have feature for every forex broker. With our Trading Calculator your clients can easily calculate PIP price, margin amount or a specific instrument’s spread in their account currency. This feature is compatible with MT4 and MT5 servers.
Loyalty Program
The Loyalty Program rewards traders for placing trades and incentivizes them to perform through cash and crypto payments. You can use this module to retain existing customers, to attract new traders, and in doing so, reduce turnover and drive profits.
Open Network IB
Pay commissions to your IBs out of the Client’s IB tree. The Open Network IB can be set per account by a client, or configured by a manager to cover a range of specific parameters. Clients have the option to select an IB when they open a new trading account.
Local Depositor
This module allows you to assign selected clients as local depositors. Local depositors will be able to receive requests from their clients in their own Client Area and approve/decline them using their internal wallets.
Scheduled Reports
Auto-generate any report based on a set schedule (daily, weekly, monthly) and automatically send it to an email address of your choice.
Regulation Bundle
Designed specifically for EU-regulated companies, this package will help you work with client data and remain compliant with EU regulation.
Custom Reports
Generate any report needed using the data in the system. For more complex reports, our team is here to help you.
Shufti Pro KYC/KYB
This package provides the services of an integrated KYC/KYB service provider and allows for the verification of documents to be automated.
GlobalPass KYC/AML/KYB
The platform allows forex brokers to automate their compliance requirements and workflows, and onboard clients in no time.
Sum & Substance KYC/KYB
This package provides the services of an integrated KYC/KYB services provider and allows for the verification of documents to be automated.
Zendesk
Connect your Zendesk account with our CRM software and keep all your communication and client information in one place, minimizing the margin for error.
SMS Bundle
Send mass SMS directly from our CRM system. Use SMS notifications to instantly inform your clients of important events.
Convrs
Utilize this omnichannel messaging system (which leverages the power of messaging apps) to increase retention and support your clients.
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