STARTUP READY
Forex CRM Lite
Entry package for broker CRM, client area and operations.
One-time setup
$1,500
Monthly licence
$400/mo
Up to 5,000 active traders
Request Lite offer WhatsApp quotationForex CRM pricing guide
Forex CRM Cost: Pricing and Feature Guide for Brokers
Forex CRM pricing should be evaluated against the full operating scope, including trader onboarding, KYC, wallets, payments, IB management, platform integrations, reporting, automation and support.
Our Forex CRM · Own product pricing
Forex CRM packages, features and transparent costing.
Our Lite, PRO and ULTRA software plans. Setup is charged once; monthly rates and add-ons are shown separately. No invented hosting, PSP or MT5 licence fees.
BROKER PREFERRED
Forex CRM PRO
Advanced CRM, higher scale and more configurable operations.
One-time setup
$3,500
Monthly licence
$499/mo
Unlimited trader/admin tier (subject to written order)
Request PRO offer WhatsApp quotationON-PREMISES
Forex CRM ULTRA
On-premises deployment with separate support and hosting scope.
One-time setup
$15,000
Monthly licence
$0/mo
Unlimited trader/admin tier (subject to written order)
Request ULTRA offer WhatsApp quotationDetailed Forex CRM, Trader Room and Back Office comparison
Grouped feature matrix for buyer evaluations. Included = offered baseline scope subject to your signed order; Verify = dependency or third-party rights require proof; Add-on = separate commercial item.
| Feature and acceptance criteria | Lite | PRO | ULTRA |
|---|---|---|---|
| Trader room & client lifecycle | |||
| Web trader roomClient cabinet, profile, account view and operations. | Included | Included | Included |
| Active trader accountsLite up to 5,000; higher tiers require written account-band and performance terms. | Included | Included | Included |
| Broker back-office panelRole-bound client and account administration. | Included | Included | Included |
| MT4 / MT5 account synchronisationConfirm connector versions and platform entitlements separately. | Verify | Verify | Verify |
| Custom domain and brandingLogo, theme, trader portal and configured brand identity. | Included | Included | Included |
| Native mobile applicationsIndependent iOS/Android publishing and ongoing maintenance. | Add-on | Add-on | Add-on |
| Back office, leads & affiliates | |||
| Lead and sales managementSource attribution, lead status and broker sales workflows. | Included | Included | Included |
| Account manager / sales deskControlled customer assignment and activity history. | Included | Included | Included |
| Dealing desk managerPermissioned operational controls and audit trail. | Included | Included | Included |
| Multi-level IB portalLite up to 5 levels; enhanced tiers require commission-rule acceptance. | Included | Included | Included |
| Marketing bonus engineVersioned eligibility, promotion and reversal controls. | Included | Included | Included |
| Trading competitionsPublished challenge/contest rules and eligibility reconciliation. | Included | Included | Included |
| Payment, KYC & compliance | |||
| Payment gateway connectivitySpecific PSP approval, geographic coverage and production adapters must be verified; no untested gateway count guaranteed. | Verify | Verify | Verify |
| Deposit and withdrawal ledgerIdempotent callbacks, settlement status, reconciliations and approvals. | Included | Included | Included |
| Automated KYC OCRDocument extraction, rejection queues, costs and identity-provider licence. | Verify | Verify | Verify |
| Biometric liveness checksWhere provider availability, consent and local law permit. | Add-on | Add-on | Add-on |
| AML screening and case historyThird-party provider fees and local compliance responsibilities separately scoped. | Verify | Verify | Verify |
| Hosting, data & integrations | |||
| Cloud hostingHosting and backups subject to the infrastructure schedule. | Included | Included | Add-on |
| On-premises deploymentDedicated private environment and deployment handover. | Add-on | Add-on | Included |
| Database backups & restoreRecovery frequency and restore drill accepted before go-live. | Included | Included | Included |
| Multi-server bridge operationsHigh-availability connector and replication requires vendor/version confirmation. | Add-on | Included | Included |
| API and export accessData portability, role limits, schema and migration responsibilities. | Verify | Included | Included |
| Private source code rightsOnly through separately written source-code licence; ULTRA does not automatically imply source-code transfer. | Add-on | Add-on | Add-on |
IncludedVerifyAdd-on
Optional CRM expansion modules
Full Source Code License
Separate software source-code licence; contract must specify ownership, use, updates and delivery.
One-time setup
$30,000
Monthly licence
$0
PAMM & MAM Money Manager
Allocation, equity/share calculations, fees and platform compatibility need acceptance.
One-time setup
$1,000
Monthly licence
$500
Native Branded iOS & Android Apps
Branded app delivery; app store accounts, acceptance and maintenance specified separately.
One-time setup
$5,000
Monthly licence
$250
Co-Branded Mobile Access
Co-branded mobile access; platform compatibility and provider terms must be confirmed.
One-time setup
$0
Monthly licence
$250
Four-stage CRM onboarding and acceptance
Scope & quote
Confirm features, users, MT5 connector permissions and all fees.
Brand & integrate
Configure domains, trading accounts, KYC and cashier interfaces.
Run acceptance
Reconcile deposits, IB commissions, permissions and recovery.
Go-live & handover
Sign off data export, monitoring, support and rollback plans.
Forex CRM pricing questions
Are these Forex CRM prices our own selling prices?
Yes. The published Forex CRM tiers are Lite $1,500 setup plus $400/month, PRO $3,500 setup plus $499/month and ULTRA $15,000 setup plus $0/month software subscription. A written order clarifies deployment, service limits, external suppliers, hosting, SLA and optional charges.
Does ULTRA really cost $0 per month?
The ULTRA software tier has no advertised recurring licence charge. Server infrastructure, hosting, security, backup, support or other purchased services may still incur operating fees.
Is MT5 trading-platform licensing included?
No. MT5/MetaTrader 5 licences and platform rights are separate MetaQuotes-related agreements. Our Forex CRM is an independent back-office, trader-room and connector offering.
What are the limitations of the 250+ gateway claim?
A catalogue or reference vendor count cannot establish live production access. Individual payment providers require separate merchant approval, geographic eligibility, active connector support and transaction pricing.
Is full source code included in ULTRA?
Not by default. The separately offered Full Source Code License is $30,000 setup and $0 monthly software licence, with rights and deliverables governed by the signed agreement.
Can my clients migrate from an existing CRM?
Yes, where APIs, data access and customer consent permit. Reconcile balances, KYC records, IB commission history, customer identity, duplicate accounts and rollback before migration sign-off.
Forex CRM implementationForex CRM buying guideForex Trader Room comparisonForex Back Office comparisonOwn Forex Trading Platform
Explore Forex CRM products and modules
Forex CRM product prices are our published offers. FXCRM.net was used as a research/design reference; no affiliation or third-party licence rights are implied. Provider-facing and proprietary integration claims require written confirmation.
Implementation sequence
Implementation steps and cost drivers for forex CRM cost.
Use the scope, cost dependencies and acceptance criteria below to decide what to buy, which software permissions to verify, and which implementation risks must be resolved before contracting.
STEP 01
Core CRM and trader room scope
Confirm whether the quotation includes lead management, client onboarding, account opening, wallets, deposits, withdrawals, documents, support tickets and trader self-service.
STEP 02
KYC, payments and compliance integrations
Identity verification, AML checks, payment providers, transaction monitoring and jurisdiction-specific workflows can materially affect implementation and recurring costs.
STEP 03
IB, affiliate and automation requirements
Multi-level IB structures, commission logic, rebate calculations, campaigns, workflows and notifications should be priced according to actual operating complexity.
STEP 04
Implementation, support and ownership
Compare setup, migration, customisation, hosting, updates, service levels, data access, API availability and exit terms rather than relying only on the monthly licence fee.
Buyer acceptance framework
How to evaluate forex CRM cost before purchase
Use the requirements on this page to request comparable written evidence, not an unsupported “best provider” claim. Provider fit depends on your jurisdiction, target markets, trading infrastructure and operating model.
| Decision point | Evidence to request | Pass criterion |
|---|---|---|
| Functional fit | Live-like demo against your required workflow and failure cases | Document expected outcomes, gaps and responsible owners |
| Integration | Supported interfaces, data ownership, latency and retry behavior | Reconcile sample records and verify duplicate/failure handling |
| Security and controls | Role restrictions, audit logs, incident escalation and recovery process | Demonstrate restricted access and a documented recovery test |
| Commercial terms | Onboarding, recurring, usage, support and migration costs | Obtain written scope, exit terms and total-cost assumptions |
This is a procurement checklist, not a ranking of vendors or a regulatory approval. Read the seven-step brokerage readiness checklist for launch-stage controls.
Broker technology products and services
Select what you want to buy — and see what is included
We provide software, integration and brokerage implementation services. Commercial prices depend on your legal entity, user volume, platforms and vendors. There are no invented package fees or guaranteed software licences. Get a written quote for your exact scope.
Software
Forex CRM & Trader Room
Forex CRM Lite $1,500 setup + $400/mo; PRO $3,500 setup + $499/mo; ULTRA $15,000 setup + $0/mo. Trader room, back office, IB and integration scopes.
Scope includes
- Lead lifecycle and broker account provisioning
- Trader room, IB and back-office scope
- Payment and KYC integration plan
- Data migration and reconciliation acceptance
Separately billed / excluded
- Third-party PSP/KYC usage fees
- Any uncontracted custom development
Lite $1,500 setup + $400/mo · PRO $3,500 + $499/mo · ULTRA $15,000 + $0/mo
Platform
MT5 Broker Main-Platform Setup
Separate $15,000 company/document + MetaQuotes application support service, alongside industry-reported 2026 MT5 Entry $10,000/mo, Standard $15,000/mo and Enterprise contract pricing; licensed rights and vendor terms must be verified.
Scope includes
- Main-platform application and vendor scope review
- Server and access architecture planning
- Liquidity bridge and symbol mapping
- Operational handover and launch acceptance
Separately billed / excluded
- Any MetaQuotes or external provider rights/fees not expressly granted in the signed order
- Regulatory authorizations, liquidity collateral and external hosting
$15,000 company/application support (our service) · MT5 Entry $10,000/mo, Standard $15,000/mo (industry-reported vendor rates) · Enterprise vendor quote
Platform
TRADE OS Forex Trading Platform
Own-brand forex trading platform, with TRADE OS Basic $2,500/mo, Turnkey $4,000/mo, and Server $5,000/mo.
Scope includes
- Branded forex trading-platform procurement
- Account, market-data and execution acceptance scope
- CRM, liquidity and payment integration planning
- Launch tests and operational handover
Separately billed / excluded
- Brokerage regulatory licence
- Any MetaQuotes MT5 licence; separately contracted providers
Basic $2,500/mo · Turnkey $4,000/mo · Server $5,000/mo
Software
TRADE OS Prop Trading Platform & CRM
TRADE OS Basic $2,500/month, Turnkey $4,000/month, Server $5,000/month. Platform scope, challenge operations and CRM integration are documented in the package offer.
Scope includes
- Trader and administrator dashboards
- Versioned drawdown and challenge rules
- Checkout/payment integration scope
- Payout review and dispute reconciliation
Separately billed / excluded
- Trader payout capital
- Trading platform and processor fees unless quoted
Basic $2,500/mo · Turnkey $4,000/mo · Server $5,000/mo
Infrastructure
Liquidity Bridge & Risk
LP connectivity, execution routing, reconciliation and broker risk controls.
Scope includes
- Bridge connection and FIX session plan
- Symbol, markup and group routing design
- Reject, partial-fill and replay acceptance
- Exposure and failover monitoring scope
Separately billed / excluded
- LP commercial margin or deposits
- Unquoted cross-connect charges
Request technical/commercial quote
Services
Broker Website & Client Acquisition
Branded broker website, organic search pages and lead-to-CRM attribution.
Scope includes
- Conversion-ready service/product pages
- Search intent and structured content
- Lead intake and source tracking
- Technical SEO and measurement scope
Separately billed / excluded
- Guaranteed Google ranks
- Paid media budgets and third-party subscriptions
Request project quote
Integrations
Broker Payments & KYC
Payment gateway integration, client identity and settlement workflows.
Scope includes
- PSP requirements and cashier integration
- Identity checks and review cases
- Idempotent payment callbacks
- Reconciliation and refunds acceptance
Separately billed / excluded
- PSP transaction rates/reserves
- Third-party screening fees
Request integration quote
All inclusions describe proposed delivery scope, not features already licensed to your entity. Exact implementation, support SLA, hosting, ownership and payment terms must be agreed in writing.
Get a scoped commercial proposal
Discuss forex CRM cost: pricing, scope and delivery.
Request an itemized quote for forex CRM cost, including setup work, monthly fees, third-party dependencies, required integrations and acceptance criteria.
Frequently asked questions
Questions about forex CRM cost
What usually determines forex CRM cost?
The main drivers are user volume, modules, trader room scope, KYC, payments, platform integrations, IB complexity, customisation, hosting and support.
Is the cheapest forex CRM suitable for a new broker?
Not necessarily. Missing integrations, weak support or limited automation can create higher operational costs and launch delays.
Should brokers choose cloud or self-hosted CRM?
The right model depends on budget, security responsibilities, customisation, data control, internal technical capability and scaling requirements.
Continue researching
Continue researching forex CRM cost.
Continue to the topic hub for the broader legal, technical and operational context.
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.