Build and Grow Your Fintech Business with a CRM That Understands Your Journey
Running a Forex or Fintech business is challenging enough—your CRM shouldn’t add to the stress. Instead of piecing together disconnected tools, imagine having a single, powerful ecosystem designed just for brokers—one that grows with you, adapts to your needs, and helps you stay ahead of the competition.
That’s exactly what we offer.
A Partner, Not Just a Platform
We built this CRM for brokers, with brokers. It’s not just software—it’s a partnership. From startups making their first move to established brands expanding globally, we provide the technology and the expertise to help you succeed.
What Makes Us Different?
No more juggling multiple vendors or struggling with clunky integrations. Our platform brings everything together in one place:
Tired of patching together multiple systems? Our all-in-one platform eliminates the headaches with powerful, broker-specific features:
✔ Effortless Affiliate Management – Track influencers, IBs, and partners in real time with granular performance insights to optimize your network.
✔ Ready-to-Go Payment Solutions – Pre-integrated with leading gateways so you can start accepting deposits in days, not weeks.
✔ Trader Engagement Tools – Boost activity with built-in market insights, auto-trading features, and educational content—no third-party plugins needed.
✔ Smart Telephony & AI Dialer – Automate lead follow-ups and client support while maintaining a personal touch.
✔ Fraud Prevention That Works – Our 3-layer filtering blocks ~20% of fake signups, saving you thousands in wasted ad spend and compliance headaches.
Why settle for generic? Our tools are built exclusively for forex and fintech—because your challenges deserve specialized solutions.
A Client Portal That Traders Love
Most broker platforms feel outdated and frustrating. Ours is built on real feedback—fast, intuitive, and mobile-friendly. Your traders get:
✔ A secure, personalized dashboard
✔ Instant multilingual support
✔ Smooth access from anywhere in the world
Happy traders stay longer and trade more. It’s that simple.
Launch Faster, Scale Smarter
Generic CRMs take months to set up—and still don’t quite fit. With us, you’re up and running in weeks, not months. Our fintech specialists guide you every step of the way, including:
✔ Tailored onboarding – No generic setups. We customize everything to your business model.
✔ Compliance-ready templates – Skip the legal headaches with pre-built regulatory frameworks.
✔ Custom branding & multilingual support – Present a polished, global-ready platform from day one.
✔ Smart configurations for your trading model – Fine-tune settings based on real trader behavior.
No guesswork. No delays. Just a CRM that works—right from the start.
The Choice Is Clear: Generic CRM vs. Built for Brokers
| Feature | Generic CRM | Our Solution |
|---|---|---|
| Affiliate Tracking | Basic reports | Real-time, tiered insights |
| Payments | Manual setups, delays | Pre-integrated, expandable |
| Trader Engagement | Relies on third-party tools | Built-in Tradeholic module |
| Fraud Protection | Minimal or nonexistent | 3-layer filtering + VPN detection |
| Launch Time | 3–6 months | 2–4 weeks |
| Support | Slow, ticket-based | 24/7 fintech experts on call |
One of our clients blocked 18,000 fake signups last year—saving them over $22,000 in wasted ad spend. That’s the power of a system designed for this industry.
You Don’t Have to Figure It Out Alone
We’re not just another vendor. When you work with us, you get a team that genuinely cares about your growth. Have a question? Need strategy advice? We’re here—not just at the start, but every step after.
Let’s talk. Whether you’re just starting out, switching from an old system, or scaling fast, we’ll help you build a CRM that works as hard as you do.
👉 Reach out today—let’s grow together.
Contact Roman, 👉 Click to message him on Telegram our Fintech Business Development Lead, for a real conversation.