FX brokerage / Trading CRM
FX CRM
The all-in-one CRM for Forex and CFD brokers, built on Finance One.
Capabilities
FX CRM
FX CRM covers the broker lifecycle from client acquisition to trade management: multiple MetaTrader 4 and 5 servers, self-service accounts and funding, multi-level IB, integrated payment channels and compliance — on the Finance One foundation.
01
Multiple MT4/MT5 servers
Run several servers side by side, add new ones quickly and keep data consistent across them.
02
Accounts and funds management
Self-service or on-behalf-of account and funds management across all MT4/MT5 accounts.
03
Regulation regions
Split clients into regulation regions and apply different policies to each.
04
Integrated payment channels
Out-of-the-box channels for deposits and withdrawals, with transaction monitoring and risk alerts.
05
Dashboards and risk reports
Pre-built dashboards across trades, P&L, volume, activity and open positions.
06
Workflows and lifecycle
Task and approval boards plus a full log of customer interactions for sales and support.
07
Notifications in many languages
A large template library for notifications and e-mails, in multiple languages.
08
APIs and data migration
REST APIs with a self-testing explorer, and tools to migrate from your existing CRM.
Other products
01 / Execution
FX Trade Server
Our own multi-asset trading server with A-book, B-book and hybrid execution.
02 / Multi-level IB
Multiple-level IB
Multi-tier IB networks with commissions calculated, paid and reconciled automatically.
03 / Risk & hedging
FX Risk AI
Nine AI skills that protect your B-book from toxic flow and arbitrage.
04 / Academy
BullKing Academy
Courses, tools and strategy research on CFD trading and risk.
Visit the Academy
See it running on your own book.
A walkthrough of FX CRM and FX Risk AI against your setup — MT4, MT5 or both.