Available functionality may include automated KYC onboarding, client account management, IB and affiliate management, multi-level commissions, payment processing, support tools, reporting dashboards and integration with trading platforms, liquidity providers and payment gateways.
We assess the brokerage’s size, business model, target markets and internal workflow before recommending and coordinating the platform implementation. This helps avoid unnecessary technology costs and disconnected systems. Contact us to compare suitable Forex CRM and back-office solutions for your brokerage.