Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
DivulgeTech Forex CRM is a customer relationship management system designed specifically for forex brokerages. It brings client, partner, and back-office functions into one platform, avoiding the need for multiple disconnected tools. With direct integration to MetaTrader 4 and MetaTrader 5, it synchronizes account data, balances, and trading activity in real time, reducing manual work and ensuring operational accuracy.
The system supports comprehensive client and IB management, including multi-tier commission structures, affiliate tracking, and performance reporting. Clients have access to a secure portal for account management, deposits, withdrawals, and communication, while affiliates and introducing brokers can monitor referrals and commission earnings through their own interface.
In the back office, the CRM handles daily tasks such as deposits, withdrawals, commission calculations, and reporting. Compliance functions include KYC and AML workflows, document storage, role-based permissions, and two-factor authentication, helping brokers meet regulatory standards.
The modular design makes the CRM adaptable to different business models. It supports integrations for PAMM, social trading, and copy trading, while REST APIs and webhooks allow custom connections to third-party services or payment providers. Multiple payment gateway options are available, offering clients flexibility in funding and withdrawals.
DivulgeTech complements the platform with onboarding, documentation, and continuous technical support. With more than 15 years of experience in CRM and financial software development, the company emphasizes reliability, integration, and scalability.
For more details check divulge.tech/forex-crm
Description
Nullpoint Forex CRM is a comprehensive platform tailored for Forex and CFD brokerages, serving as both a CRM and Client Area solution. It consolidates various aspects of client management, including onboarding processes, KYC compliance, payment handling, trading account administration, sales, and back-office activities into a unified system. This platform seamlessly integrates with popular trading software such as MT4, MT5, and cTrader, while also supporting connections with payment processors, KYC service providers, VoIP systems, and other essential brokerage components. Moreover, Nullpoint Forex CRM features multi-level IB and partner management capabilities, allowing brokers to efficiently oversee both client relationships and partner networks within a cohesive technology framework. Designed with both established and emerging brokerages in mind, the platform aims to automate operational workflows, minimize manual tasks, and enhance scalability across various brands, trading platforms, and regulatory environments. As a result, it empowers brokerages to optimize their operations and adapt to the dynamic demands of the financial market more effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
MetaTrader 4
Yes
MetaTrader 5
Yes
MetaTrader API
No
cTrader
No
Integrations
MetaTrader 4
Yes
MetaTrader 5
Yes
MetaTrader API
Yes
cTrader
Yes
Pricing Details
$1500 / Month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
Nullpoint Technologies
Founded
2017
Country
Cyprus
Website
nullpoint.io/forex-crm-client-area/
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes