The Central Hub for Brokerage & Client Management
A comprehensive CRM ecosystem integrating user onboarding, KYC, payment gateways, trading accounts, and a multi-tier IB system into one powerful dashboard.
Client Management: The Heart of Your Brokerage
Without a dedicated CRM, managing thousands of clients, tracking deposits, and processing KYC documents is impossible. Our CRM seamlessly connects to MetaTrader, cTrader, and payment gateways to fully automate your financial and back-office operations. From the admin dashboard, you can monitor individual clients and synchronize sales, support, and financial departments.
CRM & Portal Features
Key features that make our client portal the premier choice for leading brokerages:
Automated KYC & AML
Intelligent document uploading and verification workflows with API integration to global providers (SumSub, Shufti Pro) and sanction list screening.
Integrated Financials (Wallets & Payments)
Dedicated user wallets, integrated with dozens of fiat and crypto payment gateways for instant deposits/withdrawals with 2FA security.
Multi-Tier IB System
Real-time rebate and commission calculations, dynamic affiliate tracking links, deep reporting for sub-IBs, and automated payouts.
Admin Backoffice Dashboard
Total control over staff roles and access levels, advanced reporting on trade volumes, PnL, and overall brokerage performance.
Lead Management & Sales
Track sales leads, internal marketing tools, call logging, and client status to boost conversion rates in the sales team.
Ticketing & Helpdesk
Integrated customer support ticketing system within the client portal, featuring topic categorization and department routing.
Direct integration with MetaTrader 4 & MetaTrader 5
Full support for cTrader and Match-Trader platforms
Connection to 20+ international & crypto payment gateways (B2BinPay, Match2Pay, etc.)
Custom webhooks for email marketing services integration (MailChimp, etc.)
Seamless Integrations
Direct connection to the world's leading platforms and financial services
CRM FAQs
Answers to common questions about our broker CRM software
Yes. Our CRM is fully integrated via Manager API and Server API with both MT4 and MT5. Account creation, password resets, leverage changes, and cashouts are applied instantly on the server.
Yes. One of the most powerful features of our CRM is the Multi-Tier IB system. You can define infinite sub-tier layers and set dynamic or fixed commission sharing structures.
Yes, the client portal is multi-lingual by design and supports extensive localization, including Right-to-Left (RTL) languages like Arabic and Persian, along with custom date formats.
The CRM database is deployed on isolated, dedicated servers for your brokerage. AryaFX retains zero access to your client data, and all sensitive information is encrypted using AES-256.
Absolutely. The portal is provided as a White-Label solution. The logo, color schemes, custom domain, and automated system emails will be fully tailored to your brand identity.
Depending on the required integrations and payment gateways, deploying the standard CRM usually takes between 15 to 25 business days.
Flawless UX for Your Clients
Fill out the request form to see a live demo of the Client Portal and Admin CRM Dashboard.