Trading CRM
The system your whole brokerage works from.
Brokerages that grow on spreadsheets and chat threads pay for it in slow onboarding, missed deposits and IBs who leave because they can't see how they are paid. The Trading CRM replaces that patchwork with one system where sales, support, finance, compliance and management each see the part they need, all drawn from the same record.
A client registers through your branded flow with KYC built in. Their MT4, MT5 or cTrader account is created without anyone touching an admin terminal. Deposits and withdrawals move through approvals, IBs watch their earnings accumulate, and marketing sends campaigns segmented by what clients are actually doing.
Run it in the cloud to go live fastest or on your own servers if data has to stay with you. A standard deployment can be live in as little as 15 minutes, and we bring across your clients, balances, documents and IB trees.
Who it's for
- New brokerages that need a back office immediately
- Brokers who have outgrown spreadsheets or a generic CRM
- Groups running several brands with separate workspaces
- Regulated firms that need audit-ready records
How it fits your BridgexFX setup
- Included in every launch package and already connected to your platforms and liquidity
- Migration of existing data and IB trees is part of the work
- Portal, website and mobile apps all read the same client record
Prefer email? Email an expert about Trading CRM.
What's included
- A full client profile covering data, documents, accounts, transactions and messages
- MT4, MT5 and cTrader account management on one screen
- Funding workflows with multi-level approvals
- KYC, verification states, risk scores and audit trails
- Multi-tier IB and affiliate management with automatic payouts
- Email, SMS, WhatsApp, chat and VoIP on the client record
- AI help for support and everyday operations
- One dashboard for clients, revenue, partners and marketing
Common questions.
With a company already in place, a standard deployment can go live in as little as 15 minutes. Deeper enterprise customization is scoped separately.
Ready to talk trading crm?
One conversation. A scoped plan, honest timelines, and clear pricing — no obligation.