Forex CRM
Capture leads, automate sales pipelines, segment clients and convert faster with intelligent workflows.
Lead MgmtSales PipelineAutomation
Explore CRM
From Forex CRM and every major trading platform — MT5, MT4, cTrader, Match-Trader, DXtrade and more — to hosting, licensing, plugins, copy trading and custom development. Everything you need to launch, run and scale your brokerage, from one partner.
One platform purpose-built for every type of brokerage
Seven deeply-integrated products replace your patchwork of tools — built specifically for forex, CFD, crypto and prop firms.
Capture leads, automate sales pipelines, segment clients and convert faster with intelligent workflows.
A branded self-serve area for traders: registration, KYC upload, wallets, transfers, deposits and support.
Give IBs and affiliates referral links, marketing materials, earnings reports and real-time client tracking.
Multi-level IB hierarchies, automated commission calculation, commission wallets and performance dashboards.
Live exposure monitoring, A/B book allocation, margin alerts, trade surveillance and dealer oversight.
Client administration, finance management, compliance controls, full audit logs and granular reporting.
Native account creation, group management, leverage control, balance operations and live trade monitoring.
Get a personalized walkthrough of the full Forexty platform with your use case in mind.
Book DemoFrom your first trading server to a fully-branded, compliant operation — Forexty and our partner network cover the whole stack, so you have one team to call.
The complete client lifecycle in one place — lead capture, KYC, wallets, IB portals and automated sales workflows.
Run prop challenges end to end — evaluation rules, real-time tracking, payout automation and trader analytics.
MT5/MT4 Manager API plus REST and webhooks to automate accounts, balances, trades and third-party integrations.
Low-latency, monitored hosting for your CRM, trader's room and trading servers — with backups and failover.
Guidance on incorporation and regulation — CySEC, FCA, ASIC and offshore routes — through our partner network.
Smart-execution and risk plugins for MetaTrader — spreads, markups, routing rules and account protection.
Launch social and copy trading — link master and follower accounts with transparent, real-time performance.
Automated strategies and utilities — from swap and arbitrage tools to bespoke EAs built for your desk.
Tailored modules, integrations and platform customization built around exactly how your brokerage works.
Brokers switch to Forexty to convert more leads, automate manual operations, stay compliant and expand into new markets — fast.
Smart lead routing, automated follow-ups and segmentation turn more sign-ups into funded, active traders.
Cut manual back-office work with automated KYC, deposits, withdrawals, commissions and reporting.
Built-in KYC/AML workflows, audit trails and role-based access keep you regulator-ready in every market.
Multi-currency, multi-language and multi-tenant by design — launch new brands and regions in days.
Real product views for every role — sales, finance, compliance and risk — designed for clarity at scale.
From the first lead to long-term retention, Forexty covers the full client and operational lifecycle.
Capture, route and score leads automatically.
Automated identity & document verification.
Multi-gateway deposits with auto-credit.
Approval workflows & fraud checks.
Hierarchies, tracking & commission rules.
Unlimited tiers & sub-affiliate payouts.
Trigger-based emails, SMS & tasks.
Real-time dashboards & custom reports.
Native bridge to trading servers.
AML controls, logs & role permissions.
Trading platforms, payment gateways, communication providers and liquidity — all natively supported.
A modern, all-in-one platform that replaces your patchwork of tools — go live faster and run leaner from day one.
Guided onboarding connects MT5/MT4, payment gateways, your branding and data migration — so most brokerages can go live in around 24 hours.
KYC, deposits, withdrawals, IB commissions and reporting run automatically — cutting manual back-office work so a small team can do more.
Role-based access, full audit logs and built-in KYC/AML, with multi-currency, multi-language and multi-tenant support to grow into new markets.
Everything a modern brokerage needs to launch, operate and scale — without stitching together multiple vendors.
Everything brokers ask before switching to Forexty.
Book a personalized demo or request pricing tailored to your brokerage.
No credit card required · Live in 24 hours · Dedicated onboarding