All-in-One Forex Broker CRM System
Streamline trading, client management, and compliance with our forex broker CRM system—the most powerful CRM software for forex brokerages designed to scale with your growth. Simplify Operations | Strengthen Client Trust | Maximize Efficiency
At Forextian, our Forex Broker CRM system is engineered exclusively for financial firms that value transparency, performance, and client satisfaction. Whether you are a startup forex broker, a growing firm, or an established enterprise, our CRM software delivers a complete digital ecosystem for smooth operations and enhanced business management.
Built for forex trading environments, the CRM system aligns seamlessly with your existing workflows, providing a user-friendly interface and real-time connectivity with trading platforms. From lead tracking to KYC verification, from IB management to client retention, our forex CRM centralizes every function you need to run your brokerage efficiently.
Forex CRM Client Portal
The Forextian Client Portal is a fully integrated, responsive web solution designed to seamlessly connect with our Forex CRM, payment systems, and trading networks. It provides traders with all the essential tools to manage their accounts effortlessly.
Multi-Account Management
Open and manage multiple trading accounts effortlessly from a single dashboard
Instant Transactions
Request deposits and withdrawals in real time with multiple payment methods
Seamless Integration
Fully integrated with a user-friendly web interface and trading platforms
24/7 Accessibility
Access accounts anytime, anywhere, from any device with real-time sync
Real-Time Synchronization
Ensures smooth data updates across all platforms instantly
Enhanced Security
Keeps client data protected with advanced security measures
Forex CRM IB Portal
Designed specifically for the forex industry, our Introducing Broker (IB) Management System simplifies and automates commission and rebate generation. Create personalized multi-tier campaigns tailored to your business needs.
Unlimited Tier Structure
Easily manage multi-tier affiliate commissions with unlimited levels
Custom Branded IB Portal
Personalize campaigns with your branding and custom designs
Sub-IB Tracking
Gain insights into referred IBs and their performance metrics
Marketing Resources
Instant access to banners and tracking links for promotions
Real-Time Payout Updates
Instant notifications and complete payout history tracking
Client & Trading Insights
View referred clients' trading activity and financial reports
Forex CRM Admin Panel
Managing a forex brokerage comes with its challenges, but our CRM Admin Panel simplifies daily operations with efficiency and precision. Get access to a powerful forex back-office with fully customized account management.
Fast Client Onboarding
Streamline registration and account setup with automated workflows
Automated KYC Processing
Secure and efficient compliance checks with AI-powered verification
Highly Customizable
Tailor the platform to your specific business needs and workflows
Comprehensive Analytics
Gain insights into operations and customer behavior patterns
Easy Third-Party Integration
Connect external tools and payment gateways effortlessly
Multi-Business Management
Handle multiple business types and brands efficiently
Advanced CRM Features
Dynamic Reporting
Powerful insights with advanced reporting tools generating valuable, configurable reports. Track sales trends, risk and compliance, marketing performance.
Trading Platform Integration
Two-way integration with trading platforms incorporating "single wallet" concept to unify customer profiles across multiple accounts.
Regulatory Compliance
Implement advanced risk detection and compliance filtering tools to manage KYC processes and trader document verification.
Marketing Automation
Send personalized email/SMS campaigns based on intelligent targeting criteria. Automate follow-ups with leads and clients.
Automated KYC & AML
AI-powered verification to automate KYC and AML compliance. Verify documents within 30-60 seconds for seamless onboarding.
Real-Time Notifications
Stay on top of important client-related tasks with push notifications ensuring immediate response to pending actions.
Campaign Management
Monitor lead performance, conversions, and marketing effectiveness. Automate event registrations and webinar sign-ups.
Comprehensive API Access
Read/write API access enabling seamless integration with third-party applications for enhanced customization.
Full Customization & White-Labeling
Our CRM is fully customizable to match your brand identity and business requirements. From color schemes to workflow configurations, we ensure the system works exactly as you need it. We believe in no hidden costs, no delays, and no technical confusion—only a reliable, customizable, and scalable solution for your brokerage success.
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