Product dossier · Brokerage technology

Forex CRM

Run your brokerage on one powerful CRM.

Client portal, MT4/MT5 integration, IB commissions, payments, KYC and a full sales desk in one platform — built inside a working brokerage and shaped by real deposits, real payouts and real compliance pressure.

1,000+: traders managed per brokerage
10+: payment gateways pre-integrated
3: IB models — tiered, per-lot, CPA
100%: white-label — your brand, your domain

Try the live demo → Download the dossier · PDF

Brokerage technology Cover of the Forex CRM dossier

What's inside

Twelve modules, named and described — the same list you'll find on page five of the printed dossier.

Client Portal

Wallets, deposits, withdrawals and documents in the client's own language.

MT4 / MT5 Integration

Accounts, balances and trade history synced both ways.

IB & Partner Program

Tiered, per-lot or CPA commissions, calculated and paid automatically.

Payment Gateways

Cards, crypto, e-wallets and local rails, pre-integrated and switchable.

KYC & Compliance

Document review queue, approval gates and an audit trail on every action.

Leads & Sales Desk

Lead pool, assignment, call notes and follow-up queues for the desk.

Omni-channel Comms

WhatsApp, email and calls attached to the client record, not a separate tool.

Bonuses & Campaigns

Deposit bonuses with wagering conditions and release rules.

Reports & Exports

Deposits, withdrawals, IB payouts and desk performance, exportable.

Roles & Security

Granular permissions, per-role dashboards and session control.

Multi-language

The portal follows the client; the back office follows your team.

API & Integrations

REST endpoints and webhooks for the rest of your stack.

The printed dossier

Seven pages. Scroll through them here, or take the PDF with you.

Download the PDF →

Try it yourself

Real system, demo data. Copy the login and open it in a new tab — nothing you click can break anything.

Open demo

Client portal

The trader's side: accounts, wallets, deposit and withdrawal screens, IB and refer-and-earn, copy trading, PAMM and documents.

Login page: portal.btsfxpro.org/login ↗
Username: [email protected]
Password: Demo@2026

The balance is $0 on purpose — the flows are real, the money isn't.

Open the demo →

On request

Admin / back office

The admin panel holds live broker data. We're finishing a read-only guard for it; ask and we'll walk you through it live in the meantime.

Request on WhatsApp →

+1 839 274 3781 · we reply on WhatsApp