Explore the four editions of FXCRM (LITE, PRO, CLOUD, and ULTRA) side-by-side across our three core operational areas: Trader Area (Client Cabinet), IB Area (Partner Portal), and Admin Area (Back Office).
MAM/PAMM Asset Management, Social CopyTrading, AroTrader WebTrader, Prop Firm Challenge Engines, and Native iOS & Android Apps are available as plug-and-play addons for LITE, PRO, CLOUD, and ULTRA editions.
Choose the deployment model tailored to your brokerage scale and operational capacity.
For emerging brokers
Full enterprise suite
Pay-as-you-go cloud
Self-hosted version
| Feature Description & Capabilities | FXCRM LITE Up to 5,000 active clients | FXCRM PRO Unlimited active clients | FXCRM CLOUD Min 500 active clients | FXCRM ULTRA Unlimited active clients |
|---|---|---|---|---|
Trader Area (Client Cabinet & Trader Portal)Self-service client portal — KYC verification, multi-currency wallets, MT4/MT5 management, reports, market news, and trading accounts. | ||||
KYC & Identity Document Verification Automated passport, ID card, proof of address upload & OCR verification desk. | ||||
Profile & Personal Data Management Self-service personal info, email, phone, residential address & tax ID updates. | ||||
Two-Factor Authentication (2FA) Security Google Authenticator, SMS OTP, and biometric login security enforcement. | ||||
Secure Client Registration & Onboarding Encrypted registration workflow with country-specific compliance disclosures. | ||||
Secret Support Login (Impersonation) Authorized staff support login to view client portal for fast ticket resolution. | ||||
Wallet Deposit & Cashier Gateway Instant funding via 250+ PSPs, credit cards, bank wire, and crypto (USDT, BTC, ETH). | ||||
Withdrawal Request Wizard Self-service withdrawal request workflow with saved payout methods. | ||||
Internal Fund Transfers Between Accounts Instant fund moves between trading accounts and multi-currency e-wallets. | ||||
Client Bank Account Management Manage verified personal bank accounts for fiat wire withdrawals. | ||||
Deposit & Withdrawal History Reports Detailed cashier transaction history with status tracking and downloadable receipts. | ||||
MT4 & MT5 Account Management Open live & demo MetaTrader 4 / MetaTrader 5 trading accounts directly in cabinet. | ||||
Trading Account Operations & Leverage Gating Change account leverage, reset passwords, change group, and update investor passwords. | ||||
Active Account Equity & Balance Analysis Real-time account balance, margin level, equity tracking, and open position summaries. | ||||
Real-Time Trading History Reports Export closed trade history, commissions paid, swap fees, and PnL metrics. | ||||
Active Trader Interactive Dashboard Central trader dashboard with account summaries, quick deposit widgets, and active banners. | ||||
Economic Calendar Feed Live global economic event releases, impact filters, and consensus metrics. | ||||
Forex & Financial Market News Real-time market analysis, breaking currency news, and technical commentary. | ||||
Account Analysis & Performance Metrics Visual win/loss ratio, trading volume charts, and symbol breakdown analytics. | ||||
Bonus Credit Redemption & Management Redeem deposit bonuses, credit programs, and loyalty promotion codes. | ||||
Trading Contest Participation & Leaderboard Join live trading competitions with real-time rank tracking and prize payouts. | ||||
Promotional Voucher & Offer Center Claim special promotional vouchers, spread discounts, and zero-fee deposit codes. | ||||
MAM / PAMM Investor Portal Invest in fund manager strategies, view performance fee splits and high-water marks. | Add-on | Add-on | Add-on | Add-on |
Social CopyTrading Master & Follower Hub Follow top master traders, configure copiers, set allocation ratios and stop-loss rules. | Add-on | Add-on | Add-on | Add-on |
AroTrader WebTrader Browser Terminal HTML5 web trading terminal with TradingView charting and sub-10ms order execution. | Add-on | Add-on | Add-on | Add-on |
IB Area (Partner Portal & Affiliate System)Partner management hub — multi-tier IB rebate engines, CPA commissions, affiliate trees, earnings reports, and marketing assets. | ||||
Multi-Level IB Commission System N-tier affiliate rebate tracking (LITE capped at 5 levels; PRO/CLOUD/ULTRA supports unlimited levels). | ||||
CPA Commission Structure Settings Configure flat per-trader CPA payouts based on FTD (First Time Deposit) thresholds. | ||||
Trade Volume Lot-Based Commission Payouts Automatic lot-based rebate calculation credited per closed trade in real-time. | ||||
Spread-Share Commission Split Calculation Share percentage of spread markups or raw commission across partner tiers. | ||||
Sub-IB Hierarchy Tree & Link Builder Visual sub-partner referral tree, custom tracking links, and QR code generation. | ||||
Affiliate & Referral Activity Reports Detailed partner click, registration, conversion rate, and active client analytics. | ||||
IB Income & Commission Earnings Reports Comprehensive real-time commission earnings ledger with date range filtering. | ||||
Sub-IB Trading & Volume Reports Breakdown of trading volume, lot counts, and rebate generation per sub-partner. | ||||
Client Deposit & Withdrawal Activity Reports Track total deposits, withdrawals, and net funding generated by referred traders. | ||||
Sub-IB Training & Conversion Performance Reports Monitor partner desk performance, onboarding completion rates, and client activity. | ||||
Dedicated Partner Profile Management Self-service partner profile, payment account preferences, and notification rules. | ||||
Active Partner Dashboard & Performance Funnel Partner overview dashboard with earnings widgets, top referred clients, and quick links. | ||||
Two-Factor Authentication (2FA) Security Mandatory 2FA protection for partner portal login and withdrawal disburstments. | ||||
Third-Party Software & Marketing Tool Integrations Connect partner tracking to Google Analytics, Facebook Pixel, and tracking webhooks. | ||||
IB Partner Contest Management Exclusive partner volume contests, affiliate leaderboards, and promotional bonus tiers. | ||||
Admin Area (Back Office & Brokerage Command Center)Enterprise administration console — executive dashboards, staff roles, desk managers, finance cashier, risk desk, and system settings. | ||||
Active Executive Overview Dashboard Real-time brokerage KPIs: total deposits, net PnL, active traders, FTDs, and server load. | ||||
Comprehensive Business & Financial Reports Detailed financial statements, revenue per desk, PSP success rates, and ledger balance. | ||||
Trader Performance Analysis & Risk Metrics Trader PnL breakdown, toxicity scoring, net open exposure, and margin call alerts. | ||||
IB Partner Analysis & Growth Reports Top performing IB networks, commission expense analysis, and partner ROI metrics. | ||||
All Reports Export (CSV, XLSX, PDF) & Data Backup Schedule automated database backups and export any system report in multiple formats. | ||||
Trader Management Console 360° client profiles, account history, trade logs, leverage changes, and document vault. | ||||
Client Bank Account Management & Verification Approve or reject client bank accounts for wire withdrawal processing. | ||||
KYC/AML Compliance Management Desk Verification desk with AI document OCR, sanction screening, and manual override controls. | ||||
Trading Platform Management Bridge (MT4 & MT5) Direct server bridge interface for group creation, leverage limits, and trade sync. | ||||
Trader Rights & Privilege Management Disable trading, block withdrawals, lock login, or set read-only flags per client. | ||||
Global IB & Partner Management Console Manage all brokerage affiliate partners, review applications, and assign commission plans. | ||||
Multi-Tier IB Commission Structure Configurator Build lot rebate, pip markup, and spread split rules (5 tiers on LITE; Unlimited on PRO/CLOUD/ULTRA). | ||||
CPA Commission Settings & Payout Rules Set CPA qualification rules (minimum FTD, minimum volume traded, hold period). | ||||
Sub-IB Hierarchy Rights & Overrides Re-assign sub-IB trees, modify partner parent nodes, and resolve referral disputes. | ||||
IB Rights & Permission Management Set custom partner withdrawal caps, block self-referrals, and lock rebate accounts. | ||||
Multi-Staff & Team Management Console Create internal staff accounts, assign teams, track activity logs, and monitor productivity. | ||||
Admin Rights & Role-Based Access Control (RBAC) Granular per-module, per-field, and per-action staff permission rules. | ||||
Staff Manager Rights & Privilege Management Manage supervisor rights, team approval limits, and multi-signature authorization. | ||||
Account Manager Desk Management Assign books of clients to dedicated sales & retention account managers with conversion metrics. | ||||
Desk Manager Management Console Supervise sales desks, retention desks, compliance desks, and regional team leaders. | ||||
Finance Operations Desk Central ledger management, daily cash balance reconciliation, and revenue tracking. | ||||
PSP Gateway Management (250+ PSPs) Configure active cashier payment processors, transaction fees, and routing priority. | ||||
Deposit, Withdrawal & Credit Reports Detailed cashier reporting with gateway conversion performance and chargeback logs. | ||||
Manual & Automated Withdrawal Processing Desk Process client withdrawal requests, run automated risk checks, and disburse funds. | ||||
Bonus Engine Rules & Management Configure deposit bonus percentages, max credit limits, volume turn requirements, and burn rules. | ||||
Trading Contest Rules & Management Create live & demo trading contests, prize pools, start/end dates, and volume rules. | ||||
PAMM Allocation & Strategy Management Configure PAMM fund manager accounts, minimum investor capital, and allocation algorithms. | Add-on | Add-on | Add-on | Add-on |
CopyTrading Allocation & Leaderboard Settings Set master trader performance fees, follower copiers, and public leaderboard ranks. | Add-on | Add-on | Add-on | Add-on |
PAMM Commission & High-Water Mark Settings Set performance fee calculation frequencies, watermark rules, and manager payout cycles. | Add-on | Add-on | Add-on | Add-on |
Lead Management Pipeline & Routing Capture leads from web forms & ad campaigns with automatic round-robin desk routing. | ||||
Lead CSV Import & Converter Engine Bulk import leads via CSV/XLSX, auto-detect duplicates, and clean contact records. | ||||
Lead-to-Client Conversion Funnel Automation Automated lead status tracking from initial call to FTD and funded trading status. | ||||
Task Management & Call Center Queue Assign follow-up tasks, schedule call reminders, and integrate VoIP click-to-call dialers. | ||||
Support Ticket System & Helpdesk In-house support ticket management desk with SLA timers, canned responses, and chat. | ||||
Mobile App Management Console Manage branded iOS & Android mobile app settings, push notifications, and app updates. | Add-on | Add-on | Add-on | Add-on |
Master Admin System Settings Configure global brokerage settings, primary domain SSL, email SMTP, and timezone defaults. | ||||
Deposit Settings & Limits Configurator Set minimum/maximum deposit amounts, cashier gating rules, and currency conversion rates. | ||||
Withdrawal Settings & Gating Rules Set withdrawal limits, mandatory KYC approval gates, and automated approval thresholds. | ||||
REST API & Outbound Webhook Settings Manage REST API keys, OAuth tokens, and outbound webhook subscriptions with signed HMAC. | ||||
Notification Rules (Email, SMS, Push, WhatsApp) Configure automated transactional notification templates for deposits, withdrawals & KYC. | ||||
Security Settings & Immutable Compliance Audit Logs Manage IP allowlists, mandatory 2FA, session timeouts, and view immutable audit trails. | ||||
Launch, scale, and stay compliant on a single turnkey Forex CRM platform. Fast 24 to 48 hours setup SLA with 100% free data migration.