CRM System. One Stop Management

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Features that Accelerate Your Brokerage Growth

Easy to setup and customize to scale with your business

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Client Portal
Your clients will be able to sign up for a live or demo account, upload documents, make deposits and transfers between accounts, request support, live chat and much more.
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IB Portal
IB can Open a Partner Account, Manage Profile, Upload KYC Document, Make Withdraw and Transfer balance. Plan your marketing activities more effectively and generate campaign based reports.
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Back Office
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the Staffs (according to their job roles).
dashboard
Leads and Clients
CRM will guide you to carry out the perfect strategy to engage and capture more leads. Empower your teams by providing automated guidance for all types of Leads, Contacts, Clients.
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Mobile App
For the convenience of the mobile users, CRM has maintained the trader’s room solution responsively. Easy and flexible features on your Handset.
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Multi Level IB
Multi-Level IBs system enables you to exponentially grow the Database. Set the Commissions in an intuitive web interface. On the IB side the interface incentivizes IB Registrations and streamlines Referrals.
dashboard
Investments
We are excited to bring Multi-Account Trader well known as PAMM / MAM as one of strongest innovative products to ever hit the market. Designed specifically for brokerages to offer their Professional Traders and Money Managers a convenient trading tool to operate multiple MT5/MT4 trading accounts simultaneously.
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Marketing
You own your sales strategy while the CRM provides all the tools you need to unify all of your marketing channels. Engage your target audience and maximise awareness about your product and services.
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Bonus
Find a whole set of solutions to satisfy your Brokerage needs. With plugins, set the maximum Credit in percentage to avail the Credit and Credit-out conditions. Multi-level Agent Commission to create multi-level hierarchical agent structure.

Client Portal

1
Your clients will be able to sign up for a live or demo account, upload documents, make deposits and transfers between accounts, request support, live chat and much more. Get Started

Client Portal

1
Your clients will be able to sign up for a live or demo account, upload documents, make deposits and transfers between accounts, request support, live chat and much more.

Get Started

IB Portal

2
IB can Open a Partner Account, Manage Profile, Upload KYC Document, Make Withdraw and Transfer balance. Plan your marketing activities more effectively and generate campaign based reports.

Get Started

Back Office

3
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the Staffs (according to their job roles).

Get Started

Back Office

3
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the Staffs (according to their job roles).

Get Started

Leads and Clients

4
CRM will guide you to carry out the perfect strategy to engage and capture more leads. Empower your teams by providing automated guidance for all types of Leads, Contacts, Clients.

Get Started

Mobile App

5
For the convenience of the mobile users, CRM has maintained the trader’s room solution responsively. Easy and flexible features on your Handset.

Get Started

Mobile App

5
For the convenience of the mobile users, CRM has maintained the trader’s room solution responsively. Easy and flexible features on your Handset.

Get Started

Multi Level IB

6
Multi-Level IBs system enables you to exponentially grow the Database. Set the Commissions in an intuitive web interface. On the IB side the interface incentivizes IB Registrations and streamlines Referrals.

Get Started

Investments

7
We are excited to bring Multi-Account Trader well known as PAMM / MAM as one of strongest innovative products to ever hit the market. Designed specifically for brokerages to offer their Professional Traders and Money Managers a convenient trading tool to operate multiple MT5/MT4 trading accounts simultaneously.

Get Started

Investments

7
We are excited to bring Multi-Account Trader well known as PAMM / MAM as one of strongest innovative products to ever hit the market. Designed specifically for brokerages to offer their Professional Traders and Money Managers a convenient trading tool to operate multiple MT5/MT4 trading accounts simultaneously.

Get Started

Marketing

8
You own your sales strategy while the CRM provides all the tools you need to unify all of your marketing channels. Engage your target audience and maximise awareness about your product and services.

Get Started

Bonus

9
Find a whole set of solutions to satisfy your Brokerage needs. With plugins, set the maximum Credit in percentage to avail the Credit and Credit-out conditions. Multi-level Agent Commission to create multi-level hierarchical agent structure.

Get Started
Bonus
9
Find a whole set of solutions to satisfy your Brokerage needs. With plugins, set the maximum Credit in percentage to avail the Credit and Credit-out conditions. Multi-level Agent Commission to create multi-level hierarchical agent structure.

Get Started

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