Lite
$1,500 setup + $400/month
CFD Broker CRM · Own-brand broker technology
CFD Broker CRM & Multi-Asset Trader Room Software
Coordinate onboarding, instrument access, account groups, risk governance and multi-asset client operations.
Client lifecycle
Permissions & control
Platform integrations
Reports & data
cfd broker crm · pricing and contractual scope
Forex CRM packages — price context
Compare the recurring software cost before choosing your exact Trader Room, IB, Back Office or integration workflow.
PRO
$3,500 setup + $499/month
ULTRA
$15,000 setup + separate hosting/support
Published software references; contract controls source-code rights, hosting, third-party integrations and account limits. Request an exact written scope.
cfd broker crm · implementation and commercial evidence
What successful cfd broker crm delivery actually looks like
A Forex broker CRM should be evaluated as an operating system for acquisition, onboarding, KYC, MT4/MT5 account creation, finance, IB tracking and support—not an off-the-shelf marketing lead list.
Your first decision is the system of record for client identity and balance. A CRM cannot legally replace an MT5 main-server licence, an approved PSP or permission to offer financial services.
Topic-specific requirements to put in the statement of work
Instrument permissions
CFD availability, restrictions and customer classifications. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Multi-asset accounts
Symbol access, margin groups and account lifecycle. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Dealing/back office
Trade disputes, financial corrections and approvals. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Cashier and KYC
Regional rules, PSP approval and client-money processes. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Audit reporting
Record retention, data integrity and controls. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Acceptance tests before launch
Evidence 1
Complete first trader journey
Reconcile lead attribution, consent, KYC approval, terminal account provisioning and first settled deposit.
Evidence 2
IB commission correction
Apply a revised trading record and demonstrate expected debit/credit to the partner ledger.
Evidence 3
Client exit and portability
Export verified identity, accounts, payment states, historical notes and audit revisions.
Commercial scope and exclusions
Separate software package and hosting from one-time implementation, MT5 connector rights, KYC checks, payments, IB logic and support.
Published package reference does not grant MetaQuotes broker licence, regulated permissions, PSP merchant approval, source-code rights or guaranteed financial results.
Vendor-owned primary capability evidence is not independent performance certification. Confirm exact rights, feature availability and commercial terms in a written dated proposal.
Broker CRM and trader-room reference ↗CFD Broker CRM buying checklist
Validate cfd broker crm against these delivery requirements.
1
Instrument permissions
CFD availability, restrictions and customer classifications
2
Multi-asset accounts
Symbol access, margin groups and account lifecycle
3
Dealing/back office
Trade disputes, financial corrections and approvals
4
Cashier and KYC
Regional rules, PSP approval and client-money processes
5
Audit reporting
Record retention, data integrity and controls
Can a Forex CRM be used by a CFD broker?
Potentially, subject to supported platform connectors, permitted financial instruments, KYC obligations, local rules and documented test acceptance.
Buy the right cfd broker crm package.
Get a written scope for software, modules, support, usage and third-party dependencies before purchasing.
MT5 Broker Setup · Fin Node Software Solutions
MT5 broker setup, Forex CRM and integration experience.
Operated by FIN NODE SOFTWARE SOLUTIONS CO. LLC, Dubai, UAE. Our team supports MT5 platform implementation, Forex CRM and Trader Room, prop firm systems, liquidity connections, integrations and delivery support for global B2B clients. We are a software provider, not a broker or financial institution.
8+
Team experience
40+
Clients served*
500,000+
End users reached*
UAE
Operating company
*Experience and reach figures are company-reported across the team's technology projects, not independently audited MT5 Broker Setup customer or active trading-account counts. No brokerage, financial-services, MetaQuotes partner, ISO or uptime certification is implied. Read our disclosure.