Lite
$1,500 setup + $400/month
Forex Broker CRM · Own-brand broker technology
Forex Broker CRM Software for MT4/MT5 Brokers
Run your own broker CRM with a unified client lifecycle, sales pipeline, trading account provisioning and accountable finance operations.
Client lifecycle
Permissions & control
Platform integrations
Reports & data
forex 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.
forex broker crm · implementation and commercial evidence
What successful forex 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
Lead to funded account
Lead attribution and duplicate protection. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Account creation
Trading platform connector permissions and account status. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Back-office ledger
Deposits, withdrawals and finance reconciliation. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Sales desk and support
Role-specific queues, follow-ups and audit history. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Own branded CRM
Domain, portal, data export and migration ownership. 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 ↗Forex Broker CRM buying checklist
Validate forex broker crm against these delivery requirements.
1
Lead to funded account
Lead attribution and duplicate protection
2
Account creation
Trading platform connector permissions and account status
3
Back-office ledger
Deposits, withdrawals and finance reconciliation
4
Sales desk and support
Role-specific queues, follow-ups and audit history
5
Own branded CRM
Domain, portal, data export and migration ownership
How do we migrate clients into a Forex Broker CRM?
Reconcile KYC identities, account references, deposit records and IB ledger history. Require an exported test migration and rollback.
Related Forex CRM modules and resources
Forex IB CRM & IB RoomForex Trader RoomForex Broker Back OfficeForex PAMM & MAMForex Copy TradingForex CRM Source CodeCFD Broker CRMFX CRMFX Broker CRM
Additional MT5, MetaTrader and Forex CRM buyer topics
Explore client portals, automation, IB workflows and MT4/MT5 API integration requirements before selecting source-code or hosted CRM software.
Buy the right forex 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.