What is a forex CRM?
The system that manages leads, clients, KYC, accounts, payments and partners for a brokerage, connected to its trading servers.
Forex CRM development for brokers
A broker CRM is where clients, money and trading meet. Finteractive builds it as part of one connected product, with the back office, client portal and trading platforms working from the same data.
What a broker CRM covers
- Lead capture and client lifecycle management
- Onboarding and KYC with document review workflows
- Accounts, wallets and the ledger behind them
- Deposits, withdrawals and cashier flows with payment providers
- IB and affiliate management with multi-level commissions
- Roles, permissions and a complete audit trail
- Reporting for operations, finance and compliance
CRM, back office and trader's room
The CRM serves your team, the back office runs accounts and risk, and the trader's room serves clients. Built together, they share one client record, so a change in one place is visible everywhere.
Trading server synchronization
Accounts, balances, trades and groups sync with your trading servers, so staff manage clients in one place and clients see accurate figures in their portal.
Payments and cashier
Payment providers connect through a clean integration layer. Each transaction follows a defined approval path and reconciles against the ledger.
IB and partner management
Hierarchies of introducing brokers, commission plans and payout runs are modelled directly, with transparent statements for partners.
Custom build or licensed CRM
A licensed CRM fits standard processes. A custom CRM fits the way your business actually runs, and grows with new products, markets and payment methods.
How we deliver
- 01
Architect call
A thirty-minute conversation with an engineer who has built comparable systems. The goal is a shared picture of the product and its constraints.
- 02
Scope and architecture
The senior team turns the conversation into a scoped plan, an architecture and a delivery path the client can review.
- 03
Build in increments
Working software is shown early and often. The client sees real progress and steers priorities along the way.
- 04
Launch and harden
Release, monitoring and performance tuning, with the same team that built the product on hand.
- 05
Evolve
New markets, instruments, payment rails and features are added by the team that knows the system best.
Questions and answers
How does a CRM differ from a back office?
The CRM manages client relationships and lifecycle. The back office manages accounts, trades, risk and reporting. Together they form one product.
Can it connect to existing trading servers and payment providers?
Yes. Integrations are built against your current servers and providers.
How are IB hierarchies handled?
Multi-level structures, commission plans and payout runs are modelled directly with partner statements.
Guides
Talk to an architect
Thirty minutes. You speak with an engineer who has built it before.
Book a technical call