A Forex back-office system manages internal brokerage operations such as KYC, payments, compliance, IB tracking, reporting, and trading account workflows. It helps with everyday tasks that keep the brokerage operating smoothly and securely.
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.
What is a Forex back-office system?
A Forex back-office system manages internal brokerage operations such as KYC, payments, compliance, IB tracking, reporting, and trading account workflows. It helps with everyday tasks that keep the brokerage operating smoothly and securely.
Is cloud-based CRM better for brokers?
Yes. A cloud-based CRM is easier to manage, more scalable, and faster to deploy. From saving on server costs to working with remote teams, and ensuring smooth updates, a cloud-based CRM is perfect for brokers seeking flexible and reliable operations.
How does CRM connect to MT4/MT5?
A Forex CRM connects to MT4/MT5 through API or manager access. This link ensures seamless and automated brokerage operations by synchronizing account creation, balance updates, trading data, wallet actions, and user permissions in real time.
Do brokers need an all-in-one system?
Yes. Brokers can scale more quickly and streamline operations with an all-in-one system. Brokers provide more seamless experiences and robust business growth by combining the client dashboard, admin system, CRM, back office, and IB tools into a single platform.
Need further assistance?
Contact our team—we’re here to help you move forward.
