FXCRM
The most feature-rich Forex admin in the industry

Back Office.Run the whole brokerage.

One Admin Panel to run every brokerage function — best-in-class reporting with full filters and exports, lead & client management, withdrawal & deposit operations with fraud detection, IB analytics, bonus & contest engines, multi co-admin with granular rights, tax manager, KYC / VOIP / PSP integrations, and dozens of modules more.

200+
Built-in reports
every column filterable
40+
Export formats
CSV · Excel · PDF · JSON · API
∞
Co-admin roles
granular per-action rights
<1s
Live data refresh
streaming MT4/MT5 & PSP
99.99%
Uptime SLA
single-tenant infra
250+
PSPs out of the box
cards · bank · crypto · local
Admin dashboard
Run the whole brokerage at a glance
Live
Today's deposits
$284,910
+18.2%
Pending withdrawals
$42,310
12 in review
New leads (24h)
1,284
+9.4%
Active traders
8,742
+126
IB commissions
$31,420
+6.1%
Fraud holds
7
auto-flagged
Deposits vs Withdrawals — 30 days
DepositsWithdrawals
Live activity
  • New deposit
    $2,400 · MT5 #92041
  • Withdrawal held
    Fraud score 78 · review
  • Lead converted
    John D. → Live account
  • IB tier upgraded
    Master IB · +5% override
  • Bonus credited
    $50 welcome · 142 users
  • KYC approved
    Sumsub · Tier 2 verified
Reporting

The best reporting system in the industry.

200+ built-in reports, every column filterable, every report exportable in CSV, Excel, PDF, JSON or API — with saved views and scheduled email delivery.

Trading reports
By symbol, group, server, account type, time window with P&L, volume, lots, commissions, swaps, spread revenue and A/B book routing.
Financial reports
Deposits, withdrawals, refunds, chargebacks, PSP fees, net cash flow per currency, per PSP, per country, per brand.
Client reports
Acquisition, activation, churn, LTV, country, status, KYC stage, retention cohorts, RFM scoring, source & UTM attribution.
IB reports
Hierarchical commissions, sub-IB rollups, per-symbol overrides, payout history, pending accruals, clawbacks and statements.
Desk & manager reports
Calls, conversions, FTDs, retention per manager, desk, team, shift, campaign, script and disposition.
Compliance & AML
KYC funnel, source-of-funds, sanctions hits, PEP screening, transaction monitoring, SAR queue, audit trail exports.
PSP performance
Approval rate, decline reasons, chargeback ratio, latency and cost per successful deposit — per PSP, BIN and currency.
Marketing reports
Campaign attribution, cohort retention, promo redemption, bonus P&L, contest ROI and funnel conversion at every step.
Operations reports
SLA on tickets, response times, uptime, API latency, webhook delivery and system health across every module.
Every column filterable
Date rangeCountryCurrencyAccount groupSymbolManagerDeskIB treeStatusKYC stagePSPSource / UTMDeviceLanguageBrandServerLeverageBonus typeCampaignTag
Export everywhere
CSVExcel (xlsx)PDFJSONREST APIScheduled emailSaved viewPublic linkWebhookGoogle SheetsS3 bucketSFTP
Lead management

The best lead management in any Forex CRM.

One-click account conversion, tagging, notes, CSV import/export, smart routing, duplicate detection and dozens more lead-ops options — every detail tuned for sales desks converting Forex leads at scale.

  • One-click lead → live account conversion
  • Mark leads, tag, score and assign automatically
  • Add notes, call logs, emails & SMS history
  • CSV / Excel import with field mapping
  • Bulk CSV export with full filters
  • Auto-routing by country, language, source, performance
  • Duplicate detection & merge
  • Lead scoring AI with configurable weights
  • Auto-dialer & click-to-call from every lead card
  • Scripts, dispositions and callback calendar built-in
Search leads…
LeadCountryStatusOwnerAction
John DoeUAEHotSarahConvert
Maria S.SpainNew—Convert
Ali R.KSAFTD pendingOmarConvert
Liu W.SGCallbackMeiConvert
Anna P.PLContactedIvanConvert
Withdrawal management

Fast payouts, zero fraud surprises.

Automatic approvals for trusted clients, a full manual-review queue for the rest — with fraud scoring, 4-eye approvals and multi-rail payouts across card, bank, e-wallet and crypto.

Automatic withdrawals
Auto-approve trusted clients within rules — PSP routing, retry logic, FX conversion, multi-currency wallets.
Manual review
Hold queue, 4-eye approvals, partial approvals, reason codes, internal notes and attachments per request.
Fraud detection
Score every request: device, IP/geo, deposit-withdraw mismatch, bonus abuse, velocity, AML watchlists.
Risk management
Daily/weekly limits, trade-volume rules, source-of-funds checks, sanctions and PEP screening.
Auto-reconciliation
Match PSP callbacks, bank statements, crypto on-chain confirmations and internal ledger — automatically.
Multi-rail payouts
Card, bank wire, local rails, e-wallets, USDT / BTC / ETH — single approval flow, unified audit.
Deposit management

Every deposit, reconciled and credited live.

250+ PSPs, native crypto rails, auto-reconciliation with your ledger and MT4/MT5, with bonuses triggered by rule at the moment of credit.

All payment rails
Cards, bank, local methods, e-wallets, crypto — 250+ PSPs out of the box with smart routing.
Auto-reconciliation
Match PSP callbacks to client accounts and credit MT4/MT5 in real time with zero manual keying.
Auto bonus on deposit
Trigger welcome, redeposit, contest and tiered bonuses through a fully configurable rule engine.
Risk & AML
Chargeback monitoring, BIN risk, country block, source-of-funds proof, sanctions and PEP screening.
Multi-currency
Native USD/EUR/GBP + 25+ currencies. Auto FX conversion to account currency at real-time rates.
Full audit
Every deposit attempt, status, PSP response and reconciliation stored — searchable and exportable.
Payment integrations

250+ payment providers, one settlement layer.

Cards, bank wires, local rails, e-wallets and crypto — smart-routed by BIN, country, currency and approval rate, with full reconciliation and chargeback tracking.

Praxis Cashier
PayRetailers
Neteller
Skrill
Perfect Money
Tether (USDT)
Bitcoin
Ethereum
Wire
Visa
Mastercard
Local APMs
Trader management & analysis

Know every trader — in real time.

Live equity and exposure, behavioral analytics, risk flags, account controls, KYC status and every touchpoint — in one trader profile.

Live trader analysis
Equity, margin, exposure, open positions, drawdown, win-rate, Sharpe and profit factor — per account, in real time.
Behavioral analytics
Trade frequency, holding time, instrument mix, latency, scalping patterns and news-trading detection.
Risk flags
Toxic flow, latency arbitrage, hedging across accounts, bonus abuse and martingale patterns — auto-flagged.
Account controls
Group change, leverage change, swap adjustment, commission override, lock/unlock, archive, merge.
KYC & docs
All documents, KYC stage, expiries, re-KYC reminders, 3rd-party KYC integration and manual overrides.
Touchpoints
Calls, emails, SMS, WhatsApp & chat — the entire conversation history per trader, fully searchable.
IB management & analysis

Manage every IB — at any depth.

Unlimited hierarchy, per-symbol commission engine, auto-tier promotion, payouts to any rail and per-IB statements with scheduled delivery.

IB hierarchy
Unlimited multi-level tree — Master, Senior, Sub — with per-level overrides, rollups and cross-brand support.
IB analysis
Acquisition, conversion, volume, commission, retention and lifetime value per IB, per country, per campaign.
Commission engine
Per IB, per group, per symbol, per account, per trader — any structure, any combination, any currency.
IB payouts
Approve, hold or auto-pay IB commissions to wallet, bank, card or crypto — with statements and audit.
Tiers & promotions
Auto-promote IBs by volume, clients or revenue with new commission tiers, badges and welcome bonuses.
IB statements
Per-IB statements with CSV/PDF export, scheduled email delivery and full historical audit.
IB commission structure

Every commission model you'll ever need.

Mix, match and override. Configure per IB, per group, per symbol, per account, per trader — cascading through the full sub-IB tree with automatic rollups.

Per lot (fixed)
Flat $/lot per symbol or symbol group with per-IB overrides.
Spread revenue share
% of spread revenue with min/max caps and per-account controls.
Commission share
% of trading commissions on ECN and Raw accounts.
Volume tiered
Auto-tier by monthly lots — cascade to sub-IBs on rollup.
CPA (per FTD)
One-off payout on qualified first-time deposit + trading criteria.
Hybrid CPA + rev-share
CPA at conversion, ongoing rev-share thereafter.
Sub-IB override
Master IB earns % of every downstream IB's earnings.
Custom per client
Bespoke rate per client, per account, per symbol.
Manager system

Desks, managers, accountability built-in.

Organize sales and retention floors with full hierarchy — Desks, Desk Managers, Account Managers, Retention Agents — with KPIs, leaderboards and per-role views.

Desk Manager
Owns desks, agents, lead pools, KPIs and approvals across the desk.
Account Manager
Owns a client book — sees only their clients, tasks and metrics.
KPI & targets
Per-agent FTD, retention, deposit and call targets with public leaderboards.
Lead routing
Round-robin, country, language, source or performance-weighted routing engine.
Hierarchy & shifts
Multi-desk, shifts, on/off, handover, escalation and out-of-office rules.
Manager reports
Per-manager performance with full filters, saved views and exports.
Co-admin & rights

Unlimited co-admins, granular rights.

Per-module, per-action, per-desk, per-country scopes with IP whitelists, time windows, 4-eye approvals and immutable audit — for teams of any size.

Admin Rights Management
  • Per-module permissions (Leads, Withdrawals, IB, Reports…)
  • Per-action permissions (view, edit, approve, export, mass-update)
  • Per-desk / per-country / per-currency / per-brand scope
  • IP whitelist & time-window restrictions
  • Mandatory 4-eye approval on high-risk actions
  • Session policy — timeout, device binding, geo-lock
  • Data masking (PII, IBAN, card BIN) per role
  • Full audit trail — every click, every change, immutable
Roles out of the box
Super AdminComplianceFinanceRiskDealerDesk ManagerAccount ManagerRetentionSupportRead-onlyAuditorMarketingPayments OpsAML OfficerTax ManagerOnboardingBonus ManagerIB Manager
Tax manager

Regulator-ready tax operations.

Configure jurisdictional tax profiles, auto-apply at every money movement, generate per-client and IB statements, and export in the exact format each regulator expects.

Jurisdictional tax profiles
Configure VAT, GST, withholding and stamp duty per country, per product, per client segment.
Automatic tax calculation
Applied at deposit, withdrawal, commission payout and bonus credit — with audit trail.
Statement generation
Per-client annual tax statements, IB 1099-style summaries, PDF & CSV export, scheduled email.
Regulator-ready reports
MiFID II, CySEC, FCA, ASIC, FSCA templates with export in the exact format each regulator expects.
Bonus system

A rule engine for every kind of bonus.

Welcome, deposit-match, redeposit, no-deposit, cashback, rebate, tiered loyalty and credit bonuses — with full risk controls, volume gates and multi-account detection.

Welcome bonusDeposit matchRedepositNo-depositCashback / rebateCredit bonusTiered loyaltyAnti-abuse rulesVolume milestoneReferral rewardContest prizeSponsored bonus
Contest system

Launch demo or live contests in minutes.

Leaderboards, prize tiers, anti-cheat, automatic credit of prizes and a full marketing kit — all managed from the admin.

Live & demo contests Real-time leaderboard Multi-prize tiers Auto-prize credit Anti-cheat engine Region targeting Public widget Sponsored bonuses Team contests Weekly re-runs
Third-party integrations

KYC, VOIP, Platforms — all pre-wired.

The Admin ships with certified integrations to every KYC/AML vendor, VOIP provider and trading platform your brokerage needs — activate with a single toggle.

KYC / AML
Sumsub
Shufti Pro
IDenfy
Onfido
Jumio
Veriff
iSignthis
Trulioo
VOIP & telephony
Voiso
CommPeak
Squaretalk
Twilio
Vonage
MessageBird
3CX
Zoiper
Trading platforms
MetaTrader 4
MetaTrader 5
cTrader
Match-Trader
DXtrade
TradeLocker
Vertex
EdgeTrader
Notification management

Reach every client, every channel.

Email, SMS, WhatsApp, Telegram, push and in-app — segment audiences, A/B test copy and schedule at scale.

Email
SMTP, SendGrid, SES, Mailgun — drag-and-drop templates, A/B testing, scheduling.
SMS
Twilio, Vonage, MessageBird — OTPs, alerts and marketing campaigns.
WhatsApp & Telegram
Official WhatsApp Business API + Telegram bots for support and campaigns.
Push & in-app
Web push, mobile push and in-app banners with full segmentation.
Security & compliance

Bank-grade, end-to-end.

TLS 1.3, AES-256 at rest, HSM keys, 2FA (TOTP / SMS / WebAuthn), device fingerprinting, withdrawal whitelists, IP allow-lists, granular audit log and SOC2 / ISO27001 alignment.

Encryption
Full audit log
2FA & WebAuthn
Daily encrypted backups
Geo & IP allow-list
Anomaly detection
And so much more

30+ extra modules, all included.

Every module you'll need to run a modern brokerage — no add-on pricing, no per-seat surprises.

Multi-brand / white-label Multi-language admin Roles & permissions Sales scripts & dispositions Auto-dialer integration Calendar & callbacks Document vault Ticketing & support Knowledge base Webhooks & API SSO / SAML Audit & compliance log Backups & DR Mobile admin app Dark / light theme MT4 / MT5 Manager API cTrader bridge Vertex / EdgeTrader Crypto wallets PSP routing rules Currency conversion Marketing automation Email/SMS templates UTM & attribution Affiliate tracking Multi-tier IB Rebate engine Demo account engine Lead scoring AI Voice recording archive Tax reports Regulatory reports Fee schedules Ledger & accounting export
Go-live plan

Live in 5 working days.

Migrate from any CRM. Free. Our team handles data migration, MT4/MT5 bridge configuration and staff training so you go live in days, not months.

Day 1
Kickoff
Discovery call, module scope, brand assets, PSP list and MT4/MT5 credentials.
Day 2
Provision
Single-tenant deployment, DNS, TLS, admin accounts, role matrix seeded.
Day 3
Integrations
MT4/MT5 bridge, PSPs, KYC, VOIP, email/SMS providers connected and tested.
Day 4
Migration & training
Data import from legacy CRM, staff training, dry-run of workflows.
Day 5
Go live
Cutover, live monitoring, on-call support, tuning and reporting review.
FAQ

Admin Panel questions, answered.

Everything a Forex broker needs in one back office — lead, client, IB, deposit and withdrawal management with fraud and risk controls; bonus and contest engines; manager hierarchy; multi co-admin with granular rights; notification management; and the most powerful reporting system in the industry with full filters and CSV / Excel / PDF exports.
Ready to run your brokerage?

The most feature-rich Admin Panel.

Best reporting, full filters, CSV/Excel/PDF exports, fraud-aware withdrawals, IB analytics, bonus & contest, multi co-admin, tax manager — live in 24 to 48 hours.