A Forex CRM is the operational backbone of a brokerage — where KYC, client onboarding, sales pipelines, retention, deposits/withdrawals and partner (IB) management all come together. A purpose-built CRM connects to your platform, PSPs and liquidity so your teams work from one source of truth.
- KYC/AML onboarding and document management
- Client portal and trader's room
- Sales and retention pipelines with automation
- IB / affiliate management and multi-level commissions
- Deep integration with platforms, PSPs and liquidity
Ideal for: Any broker with a sales/retention team or an IB network. Essential once you scale beyond a handful of clients.
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