How long does setup take?

A standalone deployment with standard configuration takes days. Multi-module rollouts with custom workflows and integrations take longer, and your proposal will state an honest timeline before you sign.

Can it follow our own workflows?

Yes. Fields, pipelines, roles, permissions, notifications and reports are configurable around how your team works.

Can we bring our existing data?

Yes. We help import clients, accounts, history and partner trees from CSV, Excel or your current CRM, with validation before go-live.

Where does our data live?

On BridgexFX-managed infrastructure or your own servers, depending on your plan. Access is role-based and your data is never shared with third parties.

TradeX CRM — Run a brokerage from one CRM.

TradeX CRM is the working core of a forex brokerage. Onboarding, account administration, funding and partner management share one system, instead of being spread across several tools that never quite agree.

Each team has its own dashboard. Sales follows the pipeline, finance sees deposits and withdrawals, compliance sees KYC status and management sees the whole picture. TradeX can be deployed alone or as part of a BridgexFX turnkey solution.

Ideal for

New brokerages that need onboarding, accounts and payments from the first day.
Brokers whose spreadsheets or generic CRM can't model trading accounts.
Multi-brand operations needing a view per brand and one combined report.
Firms building IB and affiliate networks that need tracked commissions.

How it works

Registration. Clients sign up in your branded portal and their data arrives in TradeX automatically.
Configuration. We set account types, KYC rules, approval chains and roles to suit your operation.
Integrations. Trading platforms, payment providers and KYC services connect to your stack.
Daily use. Teams run onboarding, funding and partner work from their own dashboards.
Reporting. Management follows client activity, funding and IB performance in combined reports.

Request a demo Speak with an expert

Prefer email? Email an expert about TradeX CRM.

Core features

Registration and onboarding workflows
KYC documents, status and audit trail
Live, demo and multi-account administration
Deposit, withdrawal and transfer requests
IB and affiliate commissions and payouts
Reports on clients, funding and partners
Role-based access by department
Notifications for pending actions

Two ways to deploy TradeX

Standalone software

Take TradeX CRM by itself and we scope, deploy and support it around your current operation.

BridgexFX turnkey

Include it in a full launch package alongside platforms, liquidity, payments and support.

Request a demo Explore turnkey options

TradeX CRM FAQ

Common questions.

Pricing is set per deployment. It depends on the modules you choose, your team size and whether you take it alone or inside a BridgexFX turnkey package. Ask for a demo and we'll put a scoped quote in writing.