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CRM and Trader Cabinet

Broker CRM and Trader Cabinet

FX Brokers Tech offers a powerful, all-in-one Broker CRM and Trader Cabinet designed specifically for Forex and CFD brokerages. Our solution streamlines client management, improves sales operations, automates onboarding, and provides traders with a seamless, branded user experience.

Whether you're running a startup brokerage or an enterprise-grade operation, our CRM and Trader Cabinet solutions are built to grow with your business—enhancing every aspect from lead acquisition to KYC compliance, account funding, and trading analytics.

Key Features of Our Broker CRM

  • Lead & Client Management: Centralized lead tracking, status segmentation, sales funnel monitoring, and client data storage.
  • Automated Onboarding: Integrated KYC/AML verification, document uploads, and real-time approvals.
  • Sales & Affiliate Dashboard: Track IB commissions, leads, conversions, affiliate links, and multi-tier payouts.
  • Email, SMS & Notification System: Automated messaging campaigns, drip sequences, and client alerts.
  • Task & Agent Management: Assign tasks, monitor agent productivity, and optimize conversion strategies.
  • Compliance & Audit Logs: Full transparency for regulatory reviews and internal tracking.

Features of the Trader Cabinet

  • Multi-Account Registration: Traders can open live/demo accounts across MT4, MT5, or other platforms.
  • Deposit & Withdrawal Portal: Fully integrated with PSPs, crypto gateways, and e-wallets.
  • Document Upload & KYC Panel: Secure client verification and compliance management.
  • Live Trading Analytics: Display real-time balances, equity, margin, and trade history via API connection.
  • Transaction History: Comprehensive logs for deposits, withdrawals, bonuses, and rebates.
  • IB Referral Tools: Track commissions, downline statistics, and generate referral links.
  • Support Ticket System: Built-in communication between clients and your support team.

Admin Panel Highlights

  • Custom Roles & Permissions for managers, agents, and affiliates
  • Language Localization for global users
  • Theme Customization to match your brand identity
  • Reports & KPI Dashboards with revenue, leads, deposits, and active users
  • Integration-Ready: Easily connect with MetaTrader, payment gateways, VoIP, and email services

Benefits for Brokerages

  • Increase lead-to-client conversion rates with sales automation
  • Ensure regulatory compliance with built-in KYC workflows
  • Empower clients with intuitive, fast, and secure access to their accounts
  • Retain clients with seamless support and personalized experiences
  • Scale operations with modular tools and third-party integrations

Prop Firm CRM and Trader Cabinet

FX Brokers Tech offers a specialized Prop Firm CRM and Trader Cabinet solution tailored to the unique needs of proprietary trading firms. Our platform enables streamlined management of trader onboarding, challenge programs, evaluations, funding, and profit tracking—all from a single, intuitive dashboard.

Designed to scale with firms of all sizes, our solution empowers proprietary trading companies to efficiently manage trader lifecycles, from application and KYC to performance analysis and funded account distribution.

Core Features of Prop Firm CRM

  • Challenge Program Management: Create custom trading evaluation programs (1-step, 2-step, or instant funding models).
  • Automated Trader Onboarding: Integrated registration, KYC document submission, and approval workflows.
  • Trader Progress Tracking: Monitor account growth, risk management adherence, and profit milestones.
  • Funding & Payout Automation: Seamless process for funded account assignment and profit split payouts.
  • Role-Based Admin Panel: Separate access for compliance officers, account managers, and analysts.
  • Affiliates & Referral Tracking: IB dashboards and promo code generation to scale acquisition channels.

Trader Cabinet Features

  • Account Overview: Real-time equity, balance, drawdown, and trade statistics via platform integration.
  • Progress Reports: Visual performance metrics, challenge stage progression, and alerts.
  • Payout Requests: Built-in profit claim system with audit trail and admin approval workflow.
  • Trade History & Dashboard: Complete visibility into trades, slippage, commissions, and performance.
  • Referral Dashboard: Earn commissions by inviting other traders and affiliates.
  • Helpdesk Integration: Raise support tickets directly from the portal with response tracking.

Admin Tools & Integrations

  • MetaTrader & cTrader Integration for account creation and trade monitoring
  • Compliance Logs for verification and activity audit
  • Email & SMS Campaigns for updates, reminders, and offers
  • Challenge Configuration with rule builders, drawdown limits, and account sizes
  • Payment Gateway Support including card, crypto, and bank transfers

Benefits for Prop Firms

  • Save time and costs with automated challenge evaluation and funding
  • Enhance transparency with trader performance tracking and compliance logs
  • Boost brand credibility through a professional, custom-branded user experience
  • Attract global traders with multilingual, mobile-responsive interfaces
  • Drive growth with integrated affiliate and referral systems

Custom CRM and Trader Cabinet

At FX Brokers Tech, we specialize in delivering fully customized CRM and Trader Cabinet solutions built to match the unique workflows, compliance needs, and growth goals of modern forex and trading businesses. Whether you're a startup broker, a proprietary trading firm, or a technology provider, our custom systems give you the power to automate operations, engage traders, and scale with confidence.

Unlike off-the-shelf software, our CRM and Trader Cabinet platforms are developed with flexibility in mind—crafted to your brand, trading model, regional regulations, and business logic.

Key Features of Custom CRM

  • Tailored Admin Dashboards: Role-specific interfaces for sales, compliance, support, and executives.
  • KYC/AML Workflow Integration: Built-in document verification and approval pipelines.
  • Lead Management: Custom pipelines with contact tagging, scoring, and conversion tracking.
  • Affiliate & IB Portal: Real-time tracking of referrals, commission structures, and performance.
  • Flexible Account Configuration: Multi-tiered account types, trading group rules, and platform assignment.
  • Automated Email & SMS Communication: Trigger-based notifications for events and campaigns.

Trader Cabinet Highlights

  • Custom Branded Interface: Fully white-labeled with your colors, logo, and UX preferences.
  • Live Account Management: Open/close accounts, request deposits/withdrawals, and change leverage settings.
  • Trading Dashboard: Real-time data on balance, equity, margin, and open trades.
  • Transaction History: Full log of deposits, withdrawals, bonuses, and trading activities.
  • Bonus & Loyalty Modules: Custom rewards, cashback systems, or trading competitions.
  • Multilingual Support: Cabinet available in multiple languages to serve global clients.

Integration & Technology Stack

  • Platform Support: MetaTrader 4/5, cTrader, Match-Trader, DXtrade, and more
  • Payment Gateways: Crypto, card, and e-wallet integration with transaction controls
  • API Connectivity: RESTful APIs for syncing external services and internal tools
  • Security First: 2FA, SSL, IP restrictions, and audit logs across all user actions

Benefits of Going Custom

  • Align your platform with your exact business model
  • Streamline internal operations and reduce manual workload
  • Deliver a superior client experience with intuitive workflows
  • Boost retention through tailored trader engagement tools
  • Ensure compliance through region-specific settings and control