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Average Ratings 69 Ratings
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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
PrimeXBT brings crypto and traditional financial markets together in one trading account. Traders can access CFDs on forex, crypto, commodities, stock indices and shares, trade crypto futures, and buy or exchange cryptocurrencies without leaving the platform. Traders can choose PXTrader, PrimeXBT's proprietary multi-asset platform with advanced charting and built-in risk tools, or MetaTrader 5 for those who prefer the classic MetaTrader environment. The broker focuses on conditions for active traders, including competitive pricing, flexible leverage and a free demo account. PrimeXBT has operated since 2018, serves clients worldwide through web, desktop and mobile apps, and offers round-the-clock multilingual support. Leveraged trading involves significant risk of loss.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
CoinCodex
No
CoinLedger
No
Koinly
No
MetaTrader 4
Yes
MetaTrader 5
Yes
Integrations
Amazon Web Services (AWS)
Yes
CoinCodex
Yes
CoinLedger
Yes
Koinly
Yes
MetaTrader 4
No
MetaTrader 5
No
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
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)
No
In Person
No
Vendor Details
Company Name
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
PrimeXBT
Founded
2018
Country
Seychelles
Website
primexbt.com/
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
