From client onboarding to account support,every step should be clear.
Brokerage CRM brings client records, trading-platform accounts, wallet activity, KYC status, account monitoring, and support into role-based workspaces for brokerage teams and their clients.
Journey snapshot
Role-based brokerage operations.
Four steps from client onboarding to support.
The exact services and account details shown depend on the brokerage configuration and the role assigned to each user.
Create a client profile
Register through the client area and provide the information requested by the operating brokerage.
Review platform access
Platform access and account details depend on the providers enabled for this brokerage deployment.
Review account activity
The client workspace groups the account, wallet, and support information exposed by the connected services.
Contact client support
Use the available support channels for questions about client records, account access, or platform configuration.
Platform connections depend on deployment.
This project includes MT4 and MT5 integration architecture. Provider availability and account access must be confirmed for each brokerage deployment.
MetaTrader 5
MT5 is part of the platform integration architecture; enabled servers and account access depend on the deployment.
MetaTrader 4
MT4 is part of the platform integration architecture; enabled servers and account access depend on the deployment.
cTrader
cTrader availability depends on the trading providers configured for this brokerage.
Match-Trader
Match-Trader availability depends on the trading providers configured for this brokerage.
Keep client information and account access clear.
Brokerage teams can review client records, configured platform connections, verification information, and support activity in role-based workspaces.
Client information is organized
Authorized staff can review client records and the account information available in the CRM.
Platform connections are configurable
Trading-account access depends on the providers and servers enabled for the brokerage deployment.
Verification is part of client service
The CRM surfaces verification information and compliance workflows where they are enabled.
Support is part of the workflow
Client support tools help route questions about profiles, accounts, and platform access.
Information available to each role.
CRM records and account activity are limited to the configured data sources and the permissions assigned to each user.
Client records
Keep client profiles and related account information available to authorized roles.
Platform access
Show platform availability according to actual provider and server configuration.
Wallet activity
Present wallet balances and transactions based on the records available in the client workspace.
Client support
Make account questions and support requests easy to find for each client role.
Brokerage account access
Brokerage account access depends on client verification, platform configuration, and the policies published by the operating brokerage.
Forex platform connections
Forex brokerage operations need clear platform access details, account status, and support paths for MT4 or MT5 connections.
Keep your client account details current.
Use the client workspace and support channels configured by the brokerage.
Find client account and support information.
Use the public information pages or sign in to the CRM for account-specific details.
Client Area
Sign in to review the client and account information available to your profile.
Open Client AreaTrading platforms
Review platform information and account access requirements for this deployment.
View platformsKYC and compliance
Read the verification and compliance information published for the brokerage.
View informationClient support
Contact the brokerage team about client profiles, accounts, or platform access.
Contact the brokerageCommon questions about the CRM.
For account-specific help, contact the brokerage through the configured support channels.
Which services are available in the Client Area?
The visible services depend on the account role and the integrations enabled for the brokerage deployment.
Are MT4 and MT5 connected?
The project includes MT4 and MT5 integration architecture. Live provider availability and account access depend on deployment configuration.
Where can I ask about my account?
Use the client support area when signed in, or the public contact page if you cannot access your account.
Does the CRM show every provider feature?
No. Platform and account information shown in the CRM is limited to the services connected and configured by the brokerage.
The CRM describes operational workflows. Product availability, account terms, and regulatory disclosures must follow the brokerage's approved configuration and policies.
Access your brokerage workspace.
Sign in to review the services and account information available to your client profile.