FXCRM feature suite
Everything a forex brokerage needs to launch, operate, and scale.
Replace disconnected tools with a single operating layer for teams, clients, IBs, payments, compliance, and trading workflows.
Capabilities
Powerful tools for modern forex brokers
Backoffice CRM
Run leads, retention, onboarding, support, and trading-account operations from one command center built for forex teams.
- Lead pipeline
- Role access
- Audit trail
Overview
Brokerage dashboard
Active clients
0+6.2%Deposits 24h
$0K+12.4%Open tickets
0-9.1%Equity flow · 30d
+18.6%Multi-level IB Portal
Create partner trees, automate tiered rebates, and give every introducing broker transparent performance and payout tracking.
- Unlimited tiers
- Auto rebates
- Sub-IB tracking
Partner network
Multi-level IB tree
T1
$12
T2
$7
T3
$4
T4
$2
Rebate & Commission
Run automated rebate cycles per IB and instrument, preview payouts before they go out, and keep a clean audit trail of every commission run.
- Per-lot rebates
- Scheduled runs
- Payout preview
Rebate run
June payout summary
Total rebates payable
$0KYC & Compliance
Collect documents, monitor verification states, and keep onboarding moving without drowning your desk in manual follow-up.
- Document flow
- Status tracking
- Compliance queue
Identity check
Client onboarding
passport-scan.pdf
Government ID
Front & back
Proof of address
Utility bill
Liveness selfie
Face match
Payments & Wallets
Connect regional PSPs, reconcile deposits and withdrawals, and keep wallet activity tied to client and trading-account history.
- Multi-PSP
- Wallet ledger
- Auto reconcile
Deposit & withdraw
Payment methods
Visa
Card
Mastercard
Card
Crypto
BTC · USDT
Bank transfer
Wire · SEPA
UPI
Instant
E-wallets
Skrill · Neteller · Perfect Money
Reconciled to wallet · 24h
$48,230
Trading Platforms & Copy Trading
Connect MetaTrader 4, MetaTrader 5, and cTrader, plus client allocation and copy-trading tools — with the operational layer brokers need around trading infrastructure.
- MT4 · MT5 · cTrader
- Risk limits
- Live allocation
White-label Launch
Ship the complete brokerage stack under your own domain, logo, colors, and operational rules in days instead of quarters.
- Own domain
- Brand system
- Managed launch
Brand studio
White-label setup
Custom domain
Logo
yourbrokerage.svg
Vector · transparent
Brand color
Equity balance
$48,210
Deploying to emerald theme
ReadyLaunch your brokerage on Fivitech
One platform for clients, IBs, payments, compliance, and trading operations. See it running on your workflow in a live demo.