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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
Forexware's XW Trader offers brokerages a user-friendly, adaptable, and entirely customizable white-label solution. Our platform seamlessly integrates with all leading social trading networks, and our backend is designed to efficiently accommodate the trading preferences of numerous clients simultaneously on the same currency pair. Users can modify indicators like moving averages, stochastics, RSI, among others, while also having the flexibility to select their preferred trading strategies and algorithms. Additionally, our Script Editor allows for revisions and updates to scripts, and the Algo Wizard facilitates backtesting of different strategies, ensuring that traders can fine-tune their approaches for optimal performance. This comprehensive suite empowers brokerages to tailor their services to meet diverse client needs effectively.
API Access
Has API
API Access
Has API
Integrations
MetaTrader 4
MetaTrader 5
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
Forexware
Website
forexware.com/en/platforms/xw-trader/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
