Your brokerage, your rules. Our CRM platform is built to support fully customizable onboarding flows tailored to your business model — whether you're working with direct clients, regional markets, or large trading groups.
Choose from multiple onboarding strategies to perfectly match your business model and client acquisition approach.
Let users register freely from your global signup page. Ideal for general traffic or direct marketing campaigns with customizable account types.
Offer tailored experiences to clients based on their country. Show specific account types and comply with regional regulations.
The most powerful and flexible onboarding method — perfect for brokerages working with trading communities or introducing brokers.
Support for unlimited partner hierarchy levels — clients at any level inherit trading rules from their Master Partner.
Set commissions per trading instrument, time frame, and account type. Master Partners can have separate structures from sub-IBs.
Create group-based structures for institutions or closed communities with custom branding and MT5 parameters.
Our most powerful onboarding method designed for brokerages working with trading communities and introducing brokers.
Each IB or Trading Group gets a unique signup link like yourbroker.com/signup/knight
Clients signing up via group-specific pages are automatically tagged to that IB or Group
You predefine everything: account types, trading conditions, group branding, and commission structures
Control who signs up and how with custom rules and restrictions
Tailor experiences per region, partner, or campaign for better conversion
Built-in support for complex commission structures and IB networks
Works seamlessly with MT4/MT5 and all trading group models
Join 78+ successful forex brokerages using our enterprise CRM platform. Streamline client onboarding, automate compliance workflows, and scale your operations with cutting-edge technology designed specifically for forex brokers.