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We build scalable, secure, and broker-focused CRM solutions that help trading businesses streamline operations, enhance user experiences, and grow confidently in competitive markets.
clients worldwide
Integrations
Payment providers
Years of CRM expertise
End-to-end brokerage solutions covering client management, analytics, compliance, trading operations, and scalable growth tools.
Real-time reports and insights to track performance and business growth
User-friendly portal for onboarding, funding, trading, and account management
Manage partners, commissions, campaigns, and performance with ease
Branded mobile app delivering seamless trading and account access
Launch and manage prop trading challenges with flexible rules
Automated KYC, AML, and risk controls to meet regulations
Gain full control over clients and IB networks with real-time insights and seamless multi-client management.
Monitor every level of IB along with the clients & other info in real time.
Manage your client's all kinds of activities & requests right from the screen.
Multi-level IB network functionalities to facilitate the network expansion.
Our mobile app allows users to exchange currencies, deposit funds, and withdraw balances effortlessly through a secure, fast, and intuitive interface designed for seamless financial transactions anytime, anywhere.
Real-time currency exchange with transparent rates
Fast, secure deposits and withdrawals anytime
An all-in-one platform combining powerful tools and back-office controls to simplify operations and accelerate brokerage growth.
Centralized dashboard for real-time brokerage control and insights
Secure deposit management supporting multiple payment methods.
Fast withdrawal processing with security checks and approvals
Manage IBs commissions performance and affiliate growth
Seamless integration with leading multi-asset trading platforms
Secure multi-currency wallets for storing and transferring funds
Powerful sales tools to manage leads, track performance, automate follow-ups, and boost conversions from one system.
An integrated ecosystem powering traders, partners, and brokers with flexible tools, reliable systems, and scalable solutions.
User-friendly portal for traders, register, verify, fund, trade, manage accounts.
Our code is fully controlled, tested and ensuring that our products work.
Numerous tools and integrations for remote teams.
Our platform adapts to your strategy, workflows, and growth plans, not the other way around.
Empower affiliates with performance tracking, campaigns, and commission tools.
Customizable branded mobile app for traders on the go.
A broker-focused CRM with smart dashboards designed to centralize operations, improve visibility, and simplify decision-making.
Get in touch Explore moreA dashboard that gives you a glance at your brokerage with all the info you need.
Every component of our CRM system is developed for the need of a Forex broker.
Configure journeys, permissions, workflows, and operational processes without complex development or technical effort.
View, manage, and control client profiles, accounts, activity history, and statuses from one unified CRM interface.
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Automate repetitive brokerage tasks and simplify operations with smart CRM tools built for efficiency.
A simple, guided process that helps brokers set up, integrate, launch, and scale operations faster.
Sign Up &
Customize
Integrate Trading Platforms & Payments
Launch to Clients Worldwide
Monitor Growth & Scale Faster
A simple three-step process to create an account, trade currencies, and start secure transactions instantly.
Create your account in minutes with a simple signup process and secure identity verification.
Access real-time exchange rates and trade multiple currencies easily through an intuitive trading interface.
Deposit, withdraw, and transfer funds securely with fast processing and complete transaction transparency.
Advanced tools to manage client data, streamline compliance processes, and securely control multiple trading accounts.
Maintain detailed client information including personal details, trading preferences, account history, and communication logs
Streamlined verification workflows with automated document processing, identity verification, and risk scoring.
Support for multiple trading accounts per client across different asset classes with consolidated view.
AdvFind answers to the most common questions about our products and services.
Deliver an all-in-one trading, CRM, and management platform built for forex, crypto, and multi-asset brokers.
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