Choose a Forex CRM based on essential features: MT4/MT5 integration, automated onboarding, KYC tools, IB tracking, payments, security, scalability, and 24/7 support. A flexible, modular CRM allows new brokerages to grow with confidence.
Here you’ll find clear and concise answers to the most common questions about our products, services, and processes. If you need additional help, our team is always ready to assist.
Here you’ll find clear and concise answers to the most common questions about our products, services, and processes. If you need additional help, our team is always ready to assist.
How to choose a Forex CRM for a new brokerage?
Choose a Forex CRM based on essential features: MT4/MT5 integration, automated onboarding, KYC tools, IB tracking, payments, security, scalability, and 24/7 support. A flexible, modular CRM allows new brokerages to grow with confidence.
Can a CRM support multiple languages and currencies?
Yes. Modern Forex CRMs support multi-language interfaces and multi-currency wallets to serve global clients. This allows brokers to localize user experience, expand into new regions, and manage traders from different markets with ease.
Can a CRM automate KYC and verification?
Yes. A Forex CRM can automate KYC using digital forms, document uploads, ID checks, and third-party verification services. This rapidity in onboarding reduces much of the manual review and helps brokers maintain compliance in an efficient manner.
Can a CRM track IB and affiliate commissions?
Yes. Modern Forex CRM solutions can monitor IB and affiliate commissions in multi-tier format, make calculations automatically, provide real-time reports and transparent payout logs. This helps brokers manage partner networks efficiently and scale faster.
Need further assistance?
Contact our team—we’re here to help you move forward.
