02Fintech · Multi-Tenant SaaSLive
Forex CRM
The operating system behind modern brokerages.
Concept interface preview. Product screenshots are shared where the client has approved them.
01Overview
A white-label brokerage CRM covering client management, trading integrations, partners, compliance workflows and back-office operations.
02The challenge
Brokers stitch together onboarding, KYC, payments, partner commissions and trading-platform data from separate vendors, which slows growth and makes compliance harder to evidence.
03Core modules & capabilities
- Multi-tenant broker architecture
- Broker back-office
- Traders' room
- IB & partner portal
- Client onboarding
- KYC / AML workflow support
- Deposits & withdrawals
- Risk & liquidity operations
- Trading platform integration
- Reporting & analytics
- HR & operations
- Role-based access control
More work
Related projects
Let's build it
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