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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
Techysquad is a company that focuses on providing innovative fintech and technology solutions, particularly in areas like Forex CRM, Prop Trading CRM, and brokerage technology, along with web development, SEO, and AI visibility enhancements. Our primary CRM platform is designed to assist forex brokers and prop firms in overseeing the entire client journey, which encompasses lead management, onboarding of traders, KYC verification, and integration with MT4/MT5/cTrader/TradeLocker/Ark Trader, as well as managing IB/affiliate relationships, reporting, and ensuring client retention.
In addition, we deliver tailored Prop Trading CRM solutions that facilitate the management of funded trader initiatives, tracking challenges, handling payouts, and analyzing trader performance metrics. Our extensive range of services also features PAMM and trade copier solutions to meet diverse trading needs.
Furthermore, Techysquad excels in providing bespoke web development, automation solutions, and API integrations, along with digital growth services that incorporate SEO, AEO, GEO, and backlink strategies aimed at enhancing online visibility across various search engines and AI platforms.
Our distinct advantages include round-the-clock customer support, rapid deployment, a scalable infrastructure tailored to evolving needs, and adaptable customization options that do not incur additional fees. By leveraging these strengths, Techysquad ensures that clients receive comprehensive and efficient solutions to meet their business objectives.
API Access
Has API
API Access
Has API
Screenshots View All
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Pricing Details
$1500 / Month
Free Trial
Free Version
Pricing Details
No price information available.
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
Techysquad
Founded
2013
Website
techysquad.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
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Alternatives
Alternatives
No Alternatives
