Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. Manage clients, MT4/MT5/cTrader integration, KYC compliance, and payments from a single platform.
A Forex CRM is specialized software used by regulated forex and multi-asset brokers to manage client onboarding, KYC/AML checks, trading accounts, deposits and withdrawals, and partner programs. Unlike generic CRMs, it integrates directly with MT4/MT5/cTrader and includes compliance workflows required by financial regulators.
Forex CRMs focus on standard broker onboarding, trading account management, and KYC/AML workflows. CFD CRMs include additional regulatory requirements like MiFID II client classification, risk warning management, and EU-specific disclosures. If your brokerage is EU-regulated for CFDs, a CFD CRM is the better fit.
A Forex CRM (Customer Relationship Management) is specialized software designed specifically for forex and CFD brokers to manage their entire client lifecycle—from lead acquisition through onboarding, trading, and ongoing support.
Unlike generic CRMs like Salesforce or HubSpot, a purpose-built Forex CRM includes native integration with trading platforms (MT4, MT5, cTrader), multi-currency wallet management, KYC/AML compliance workflows, and IB/affiliate program management. These features are essential for regulated brokerages but completely absent in general-purpose CRMs.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, combining client management, trading operations, compliance, and partner programs into a unified platform that deploys in just 1 week.
Our Forex CRM serves brokers and firms at every stage of growth.
CySEC, FCA, ASIC licensed brokers requiring robust compliance and reporting
New brokers looking to launch quickly with enterprise-grade infrastructure
Companies managing multiple forex brands across different jurisdictions
Firms offering funded accounts who need client and trader management
The essential capabilities that separate forex-specific CRMs from generic solutions.
360° client profiles with complete trading history, KYC status, financial summary, and communication logs.
Real-time sync with MetaTrader and cTrader platforms. Manage accounts, monitor positions, and view equity from one dashboard.
Streamlined document verification with pending queues, in-browser preview, and one-click approval workflows.
Multi-currency wallets with internal transfers, balance tracking, and complete transaction history.
Complete affiliate program management with multi-level commissions, revenue share, and performance tracking.
30+ reports with drill-down capabilities and complete audit logging for compliance.
Enterprise-grade permissions with 100+ granular controls, team-based access, and complete audit logging.
RESTful APIs for all operations, enabling seamless integration with your existing systems and third-party services.
Our Forex CRM is built on a modern, API-first architecture that integrates seamlessly with trading platforms, payment providers, and compliance services.
Document verification workflows
Sanctions and PEP checks
Complete activity logging
AES-256 at rest and in transit
Our Forex CRM includes comprehensive compliance tools designed to meet the requirements of major regulators including CySEC, FCA, ASIC, FSA, and others.
Why generic CRMs fall short for forex brokers.
| Capability | Finovex Forex CRM | Generic CRM |
|---|---|---|
| MT4/MT5/cTrader Integration | Not Available | |
| Multi-Currency Wallets | Not Available | |
| KYC/AML Workflows | Requires Add-ons | |
| IB/Affiliate Management | Not Available | |
| White-Label Client Portal | Extra Cost | |
| Trading Account Linkage | Not Available | |
| Deployment Time | 1 Week | 3-6 Months |
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, trusted by 50+ regulated brokerages worldwide.
Go live in days, not months
Support clients worldwide
Scalable infrastructure
Dedicated success team
Traditional platforms rank because they're old—not because they're good. See how a modern approach delivers faster time-to-value with better results.
Most competitors rank because they're old, not because they're good. Modern architecture delivers better results, faster.
Common questions about our Forex CRM solution.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. Book a demo to see how we can help you scale.
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