FX CRM platform deployment
The operational backbone of your brokerage — selected, configured and connected to everything else you run
One system instead of five disconnected ones
A generic CRM stores contacts. An FX CRM connects to your trading server in real time, calculates IB commissions automatically, drives deposit and withdrawal workflows, runs KYC screening and keeps a full audit trail — all in one place. Brokerages that bolt forex functionality onto a general-purpose CRM end up with a separate KYC portal, a spreadsheet for IB rebates and a PSP dashboard that doesn't talk to client profiles. Every gap between those systems is a reconciliation risk or a compliance hole. We select the right platform for your size and jurisdiction, then deploy and integrate it properly.
Trader's room and client portal
Where everything outside the trading terminal happens: onboarding, document upload and KYC status, deposits and withdrawals, account creation, internal transfers and support. Branded to your identity, available on web and mobile, and built so clients self-serve instead of emailing your desk.
Multi-tier IB and affiliate management
Partners drive a large share of funded accounts for most retail brokers, and managing them on spreadsheets breaks quickly. We configure multi-level hierarchies, CPA, revenue-share and hybrid structures, automated rebate calculation, partner portals with live referral tracking, and role-based permissions that stand up to regulatory scrutiny.
Platform, PSP and back office integration
Native MT4 and MT5 sync so account states, balances and trading activity appear against each client profile without manual exports. Payment providers, eKYC vendors, VoIP and email are wired in through the same layer, with dashboards and reporting your finance and compliance teams can actually use.
How we deploy it
Including migration if you're moving off an existing system
Requirements and platform selection
We map your team structure, jurisdictions and partner model, then recommend the CRM that fits rather than the biggest one
Configuration, integration and data migration
Roles, workflows, commission trees and integrations built out, with existing client data migrated and reconciled
Team training and handover
Sales, support and compliance are trained on their own workflows, with documentation and ongoing support afterwards
"FinopsTech transformed our operation from concept to live trading in weeks. Their infrastructure was solid and their team knew exactly what we needed."
Ready to consolidate your operations?
Tell us what you're running now and we'll map the migration