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Client Area at the Core of Your Forex CRM

Empower your brokerage with Brokeret’s advanced Client Area, providing essential tools for seamless account management, trading, and client communication.

Designed with efficiency and user experience in mind, our Client Area integrates over 200 features, making it the ultimate tool for your clients to manage their accounts, view analytics, and perform trading activities with ease.

200+
Comprehensive Features
150+
Seamless Integrations
50+
Secure Payment Gateways
20+
KYC & VOIP Solutions

Professional Trading CRM & Client Management Platform

Enterprise-grade forex broker CRM solution providing comprehensive trading management, real-time analytics, and secure client portal features. Trusted by professional brokers worldwide for complete trading infrastructure management.

Trading Analytics

Real-time performance tracking and advanced trading metrics

Client Management

Comprehensive client portfolio and account management

Risk Control

Advanced risk management and compliance tools

Experience the most advanced forex broker CRM solution

Professional Forex Broker CRM Dashboard | Trading Platform Management

Best Forex CRM Features for Professional Trading Brokers

Advanced Forex CRM Account Management System for Brokers

Advanced Forex Account Management

Enterprise-grade Forex CRM solution supporting 50,000+ trading accounts with automated management tools for professional brokers. Streamline your forex operations with our scalable broker management system.

Multi-User Forex Trading Platform Management Software

Multi-User Trading Platform Management

Comprehensive Forex CRM collaboration tools for brokers with real-time trading platform integration. Enhance your forex brokerage efficiency with synchronized team management features.

Secure Forex Broker CRM Compliance Management System

Secure Forex Compliance Management

Industry-leading Forex CRM security with integrated compliance tools for regulated brokers. Complete KYC/AML automation and regulatory reporting for forex trading operations.

Intuitive, Secure, Flexible

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Our Client Area is incredibly secure and reliable, running 24/7 to support your customers.

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Fully customizable, our forex CRM software can be tailored to meet your business needs.

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Intuitive and simple, our Client Area needs no explanation and is quick and easy to use.

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Every element of the Client Area can be fully branded, including the workflows within it.

MT5 IB Partnership Portal: Empower Your Introducing Brokers

Comprehensive IB Management Tools

  • ✓ Automated commission tracking & reporting
  • ✓ Real-time performance analytics
  • ✓ Advanced marketing campaign tools

MT5 Integration Features

  • ✓ Direct MT5 client management
  • ✓ Automated trading group assignment
  • ✓ Real-time client statistics

Business Growth Tools

  • ✓ Multi-level referral tracking
  • ✓ Volume-based commission structures
  • ✓ Customizable marketing resources
Start IB Partnership Explore Features
MT5 IB Partnership Portal Dashboard - Comprehensive Trading Partner Management Interface
MT5 IB Management Portal

Best Forex CRM Software with Multi-Provider Integration Suite

Forex CRM integrated with MetaTrader 5 Trading Platform
Forex CRM integrated with cTrader Trading Platform
Forex CRM integrated with TradeLocker Trading System
Forex CRM integrated with MatchTrader Platform
Forex CRM integrated with Coinbase Cryptocurrency Payment System
Forex CRM integrated with Perfect Money Payment Gateway
Forex CRM integrated with BridgerPay Payment Processing
Forex CRM integrated with Binance Pay Crypto Payment Solution
Forex CRM integrated with CoinPayments Cryptocurrency Gateway
Forex CRM integrated with Sum&Substance KYC Verification
Forex CRM integrated with Cloudflare Security Services
Forex CRM integrated with Zapier Automation Platform
See 3rd Party Providers See VOIP Providers See KYC Providers

Streamlined CRM Onboarding for Forex Brokers

Our six-step onboarding process makes it easy to get your Forex CRM up and running quickly, so you can focus on growing your business.

Step 1: Sign the Contract

Sign the Contract

Review and sign our tailored service agreement to initiate your onboarding process with confidence.

Step 2: Infrastructure Deployment

Infrastructure Deployment

We deploy the required infrastructure on our servers, setting up a stable and secure environment for your CRM.

Step 3: Trading Platform Integration

Trading Platform Integration

Seamlessly integrate your preferred trading platform, allowing real-time data and account connectivity.

Step 4: Data Import

Data Import

Import existing user data to ensure continuity and seamless migration for established brokerages.

Step 5: Testing Phase - Training

Testing & Training

Conduct rigorous testing and onboarding training for your team to ensure a smooth launch.

Step 6: Final Launch

Final Launch

Go live with your CRM, fully configured and ready for your brokerage to operate smoothly and efficiently.

Get the Facts

See how our Forex CRM has transformed brokerage operations and client engagement.

43%

Increase in deposits as clients engage more actively using our Forex CRM platform.

65%

Improvement in trust score as clients feel secure and valued with our CRM.

52%

Reduction in support queries due to the streamlined and efficient processes.

Why Choose Our Forex CRM

We’ve been building for the Forex industry for over a decade, ensuring our CRM solutions meet the exact needs of brokers and their clients.

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Flexibility

Customizable to your specific needs, ideal for brokers of all sizes.

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Scalability

A robust number of tools and integrations that scale with your growth.

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Automation

Streamline your back-office tasks and focus more on your clients.

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Strong IT Department

A team of experts ready to develop and adapt solutions for your business.

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24/7 Support

Round-the-clock support, including weekends and holidays, ensuring you’re always covered.

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Stability

One of the longest-standing and most trusted CRM solutions for Forex brokers.

Frequently Asked Questions