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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
Ox Securities is a well-established broker known worldwide, providing access to more than 80 CFD trading options such as forex, commodities, indices, cryptocurrencies, and stocks. Founded in 2013, the firm emphasizes principles of integrity, honesty, and transparency while offering clients cutting-edge trading platforms like MetaTrader 4 and MetaTrader 5, which are compatible with all devices. Traders enjoy competitive spreads that begin at 0.0 pips, leverage ratios reaching up to 1:500, and a minimum deposit requirement of just $0. To safeguard client assets, Ox Securities maintains segregated accounts with reputable global banking institutions. The broker also features multilingual customer support available 24/5 via live chat, email, and phone, ensuring assistance for both beginner and seasoned traders alike. Furthermore, Ox Securities facilitates flexible and secure funding methods in various base currencies, allowing for instant, fee-free deposits through a range of options. This comprehensive support and flexibility make Ox Securities an appealing choice for traders of all levels seeking a reliable trading partner.
API Access
Has API
API Access
Has API
Integrations
MetaTrader 4
MetaTrader 5
Ethereum
Iress
NETELLER
Skrill
TetherX
Visa Click to Pay
Integrations
MetaTrader 4
MetaTrader 5
Ethereum
Iress
NETELLER
Skrill
TetherX
Visa Click to Pay
Pricing Details
$1500 / Month
Free Trial
Free Version
Pricing Details
$7 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
OX Securities
Founded
2013
Country
St Vincent and the Grenadines
Website
oxsecurities.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
