One workspace for
every client relationship.
Brokerage CRM brings client profiles, trading-account connections, wallet activity, verification, risk monitoring, and support workflows into one role-based workspace.
Client records
Keep brokerage client information in one workspace.
Trading accounts
Review configured platform account connections.
Client operations
Coordinate wallet, verification, risk, and support workflows.
Client and account operations, in one place.
Use the workspace to review client profiles, trading-account connections, wallet records, verification status, risk activity, and support requests. Available connections depend on deployment configuration.
Client profiles
Review client records and account status.
Trading accounts
View configured MT4, MT5, and other platform connections.
Wallet activity
Review balances and recorded transactions.
Verification and support
Coordinate verification, risk, and client support workflows.
Brokerage tools for client and trading-account operations.
Small platform logos move around the presentation card to show the available terminal stack, while the cards explain what each platform is best used for.
cTrader
Web-first terminal
Clean web access, modern charting, and smooth mobile trading.
MetaTrader 5
Multi-market terminal
A professional workspace for configured trading-account connections.
Match-Trader
Trading terminal
Streamlined account access with clean web and mobile flow.
MetaTrader 4
Classic terminal
Lightweight classic workflow for traders using MT4 templates.
DXtrade
Provider terminal
Optional web terminal for supported provider routes.
TradeLocker
Modern terminal
Modern trading layout for supported account routes.
From client onboarding to account support.
Review configured platform access, keep client records current, and route account questions through the brokerage support workflow.
Create a client profile
Register through the client area and provide the information requested by the brokerage.
Complete verification
Follow the identity and compliance steps enabled for this deployment.
Review platform access
Use the trading-account and platform details configured for your client profile.
Contact client support
Use the support area for questions about account access and recorded activity.
Core workflows for brokerage teams.
The CRM groups common client-service work in dedicated role-based areas. Integrations and available actions depend on the deployment.
Client profiles
Review client records and account status available to the signed-in role.
Trading accounts
Review MT4, MT5, and other trading-account connections when configured.
Wallet activity
Review wallet balances and transaction records available in the workspace.
KYC and compliance
Track client verification information and compliance workflows.
Risk monitoring
Review risk and account-activity information connected to client accounts.
Support requests
Manage client questions through the support tools available in the CRM.
Core workflows for brokerage teams.
Brokerage CRM brings client profiles, trading-platform accounts, wallet activity, KYC status, risk monitoring, and support workflows into one role-based workspace.
Brokerage operations workspace
From client onboarding to account support, each step needs a clear workflow.
Brokerage teams can use the CRM to keep client information, account connections, verification status, wallet records, and support activity together.
Client management
Review client records and the account information available to authorized staff.
Trading accounts
Review platform connections and account details supplied by the configured integrations.
Wallet operations
Review wallet balances and transaction records available in the client workspace.
KYC and compliance
Track verification information and compliance-related client workflows.
Risk monitoring
Review the risk and account-activity information available for connected trading accounts.
Client support
Review support requests and account questions through the available client-service workflows.
Platform connections depend on configuration.
Trading-platform providers and account access depend on the brokerage configuration. Confirm enabled connections with the operations team.
A clear view of client-service workflows.
The workspace brings together the brokerage records and account activity available to each authorized role.
Client records in one workspace
Authorized staff can review client details and related account information in the CRM.
Platform access by configuration
Trading-account connections and provider details depend on the brokerage deployment.
Client operations and support
Wallet, verification, risk, and support information is organized around existing CRM workflows.
Deployment notes
Platform access, wallet activity, verification, and support depend on enabled integrations and brokerage operating policy.
MT4 and MT5 are part of the integration architecture. Enabled servers, credentials, and available instruments depend on the deployment.
Verify the connected platform and client-service configuration before using the CRM in production.
Available services, platform connections, account operations, and regulatory disclosures must match the brokerage deployment and its approved policies.
Brokerage operations in one CRM workspace.
Manage client profiles, trading-platform accounts, wallet activity, KYC status, account support, and activity records in one role-based workspace.