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日本語 CRM Core Features
Every feature is designed for the specific workflows of forex brokerages — from automated client onboarding and KYC verification to multi-tier IB commission management and regulatory compliance.
Client Onboarding
Streamlined registration flows with automated KYC document collection, identity verification via OCR and facial recognition, risk assessment questionnaires, and jurisdiction-specific compliance checks. Clients go from registration to live trading account in minutes, not days.
Trading Account Management
Full lifecycle management of trading accounts including creation, group assignment, leverage configuration, password management, archival, and deletion — all synchronized in real-time with MetaTrader via the Manager API. Support for multiple account types, demo accounts, and contest accounts.
IB & Affiliate Portal
Comprehensive Introducing Broker and affiliate management with multi-tier commission structures, real-time referral tracking, automated commission calculations and payouts, marketing material distribution, sub-IB management, and detailed performance reporting for your partner network.
Compliance & KYC
Built-in compliance workflows covering document upload and verification, sanctions and PEP screening, risk-based client categorization, appropriateness and suitability assessments, audit trails, and automated regulatory reporting. Configurable per jurisdiction to meet FCA, CySEC, ASIC, and other regulatory requirements.
Back Office Solutions
Automate the operational backbone of your brokerage. From payment processing and financial reporting to multi-brand management, our back-office modules eliminate manual work and reduce operational risk.
Payment Processing
Integrated payment gateway support for credit cards, bank wire, e-wallets (Skrill, Neteller, FasaPay), and cryptocurrency deposits. Automated deposit detection, withdrawal approval workflows, and real-time balance synchronization with MetaTrader trading accounts.
Reporting & Analytics
Comprehensive business intelligence with real-time dashboards covering client acquisition metrics, deposit and withdrawal volumes, trading activity, IB performance, revenue analytics, and compliance KPIs. Export to PDF, Excel, or integrate with external BI tools via API.
Multi-Brand Support
Operate multiple brands from a single CRM instance with brand-specific domains, trader room themes, onboarding flows, regulatory configurations, and communication templates. Shared back-office administration with brand-level permissions ensures operational efficiency across your entire portfolio.