LiveClient Portal
Self-service portal for traders to manage accounts, deposit, withdraw, and view performance.
Admin Command Center
Operations dashboard for the broker team to manage clients, IBs, transactions, and reports.
IB Network Console
Multi-tier partner system with live commission, referrals, and payout tools.
Compliance Workspace
KYC review queue, document inspection, and regulator-ready audit exports.
About this product
Forex Trading CRM is a production-grade platform engineered for forex brokers, prop firms, and trading desks. It combines client lifecycle management, KYC and compliance workflows, payment processing, IB and partner tracking, and operational dashboards into a single, secure system. The platform is built to handle high transaction volume and is integrated with leading trading platforms.
The problem
Forex brokers run their operations across disconnected tools — separate systems for KYC, payments, IB tracking, support, and reporting. The result is fragmented data, slow client onboarding, and compliance gaps that scale poorly.
Our solution
Forex Trading CRM unifies the entire broker workflow. Clients onboard in minutes, compliance teams approve KYC inside one queue, IBs see live commission tracking, and operators run the business from a single command center.
Key outcomes
< 4 min
Average onboarding time
+3.2x
KYC review throughput
100%
Operational visibility
Production-grade architecture with audit logging, role-based access, and full source code.
A full breakdown of modules, integrations, and architectural decisions baked into the product from the first release.
Client onboarding & KYC
Branded sign-up flows, document upload, automated identity verification, and approval queues for compliance teams.
Deposits & withdrawals
Wallet management, multi-gateway payment integration, manual approvals, and full audit history per transaction.
IB & partner network
Multi-tier IB structure with real-time commission tracking, payout automation, and partner dashboards.
Trading platform integration
Native integrations with MT4, MT5, and cTrader for live account sync, balance updates, and trade history.
Operations dashboard
Real-time view of new accounts, pending KYC, deposit queues, IB performance, and compliance flags.
Compliance & audit
Role-based access, full audit trail, encrypted PII storage, and regulator-ready report exports.
Real screens captured directly from the production deployment — built with the exact stack you would receive.
01 · ScreenOperations Dashboard
Real-time overview of clients, IBs, total fund, withdrawals, and recent transactions in one decisive view.
02 · ScreenRegistered Accounts
Searchable, exportable client directory with KYC indicators, IB status, and quick actions per client.
03 · ScreenOpen Trading Account
Account-type selector for Standard, Classic, Pro, Prime, and ECN with configurable leverage per plan.
04 · ScreenUser Withdraw Workflow
Bank, crypto, or cash payout routes with available-balance checks and full transaction audit trail.
05 · ScreenIB Request Queue
Approve or reject IB applications with parent-IB hierarchy, group assignment, and plan tracking.
06 · ScreenKYC Document Upload
Branded client-side upload flow for identity, residency, and profile documents with reviewer status.
Licensing, deployment, support, and customization questions answered in one place.
Smart career and hiring platform for modern HR teams
A complete recruitment and career management platform — branded career pages, AI-assisted screening, interview workflows, and hiring analytics.
43%
Time-to-hire reduction
18 hrs/week
Admin hours saved
2.1x
Candidate response rate
Whether you need one of our catalog products or a custom platform built end-to-end, our team is ready to talk. Senior engineers, real product depth, long-term partnership.
