Illustrative scenario — representative of the outcomes Forexty is built to deliver. Figures are sample data, not based on a specific named client.
The challenge
An established broker had grown into a tangle of disconnected systems — a legacy CRM, a separate IB tool, manual reconciliation spreadsheets, a bolt-on KYC service and ad-hoc reporting. Data didn't match across tools, the team wasted hours reconciling, and adding a new brand meant re-buying everything.
The solution
They migrated to Forexty as a single platform: CRM, IB & affiliate system, back office, KYC/AML and risk in one place, with multi-tenant support for multiple brands. Existing client data was migrated during onboarding, and reporting moved to real-time dashboards.
The results
Consolidating five tools into one cut software overhead and eliminated reconciliation work, while giving leadership a single source of truth for deposits, volumes and desk performance. Launching an additional brand became a configuration step rather than a new procurement project.
“Consolidating onto one platform removed an entire category of manual work — and our numbers finally agree across the business.”
— Managing director, established forex broker (illustrative)
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