Streamline your forex brokerage operations with our comprehensive CRM platform. Manage clients, process payments, ensure compliance, and scale your business with enterprise-grade tools.
Everything you need to run a successful forex brokerage in one unified platform
Comprehensive client lifecycle management from onboarding to retention with automated workflows and personalized experiences.
Seamless integration with MetaTrader platforms for real-time trading data, account management, and order processing.
Multi-currency payment processing with support for various payment methods and automated reconciliation.
Built-in compliance tools for KYC verification, AML monitoring, and regulatory reporting across multiple jurisdictions.
Advanced analytics and reporting tools to track performance, identify trends, and make data-driven decisions.
Comprehensive introducing broker and partner management with automated commission calculations and payouts.
Connect with leading trading platforms and third-party services
Full integration with MT4 and MT5 platforms
Advanced cTrader platform connectivity
Multiple payment processor integrations
CRM and email marketing platform sync
Integration with call center solutions
Business intelligence and analytics
Choose the plan that fits your brokerage size and needs
Perfect for new brokers
For growing brokerages
For large operations
Join 97+ forex brokers who trust TradeFlow CRM for their client management needs.
