The easiest way to manage your Forex brokerage.
CurrentDesk is a complete broker management system.
We help you grow faster, attract more traders and keep more profit.
CurrentDesk comes packed with all the tools and integrations you need to run your entire Forex business from one dashboard.
A Forex CRM to help you track lead flow and convert more leads into active traders.
Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times.
Run real time reports to show how much revenue you’ve earned per lead and which team members are hitting targets.
Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL.
Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage.
Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution.
Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes.
Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business.
Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms.
With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control.
Connect with your clients by using built-in advertising space and custom notifications.
Choose language choices directly from the admin system and send out branded e-statement performance reports when needed. You’ll be able to manage your visual identity across signups, login screens, emails and deposits.
Deploy enterprise-grade client portal tools without the need to build or maintain any infrastructure on your end.
Connect multiple platforms and process deposits, currency conversions, and managed account allocations with ease.
Offer your White Labels professional trader management systems to help them grow faster and be more profitable.
Offer custom language forms and portal interfaces to make it easier for traders to start their journey with you. Then, enable traders to make quick deposits using any of the major payment service providers that come pre-integrated into the platform.
No development needed and traders can start trading sooner.
Streamline KYC processing and account opening for traders. Whether during or post-registration, clients can share relevant documents for immediate review.
Send auto-reminders from the document center to chase incomplete document uploads and increase client approval rates.
Prove compliance without hassling your customers or administrators.
CurrentDesk is a broker management platform including: compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, requests, reporting and more.
Stop tracking information in spreadsheets or generic CRMs. Get a brokerage focused financial back office to do the heavy lifting for you with a tailor made Forex CRM.
Know exactly how much profit you made in the last 24 hours with automated revenue reports indicating earnings from all your data sources and platforms.
Get out-of-the-box reporting for commissions, spread markups, transaction fees, conversions, and dealing desk revenue.
Export your chosen data to Excel for even more detailed analysis.
Streamline KYC processing and account opening for traders. Whether during or post-registration, clients can share relevant documents for immediate review. Your team can send auto-reminders from the document center to chase incomplete document uploads and increase client approval rates.
Proving compliance is now much easier and you don’t have to hassle your customers or administrators for updates.
Track client transactions, deposits, withdrawals, internal transfers, conversions, credits and fees in your dashboard.
All major PSPs come pre-integrated to your system, which means your traders can use their favourite payment methods for deposits straight from the client portal, no matter where they are in the world.
Partners can access their own portal to manage incoming leads, review their performance, and receive rebate payouts.
Automated referral links help partners to track all their sign ups and ensure they get paid accurately and on time.
CurrentDesk reporting tools help your admins focus attention on high performers and build strong relationships to keep them loyal.
Allow account managers to accept traders onto multiple managed programs directly within your system.
Make life easier by automatically tracking high watermarks, calculating performance and management fees, and producing digital LPOA agreements all within one tool.
CurrentDesk is compatible with any 3rd party MAM plugin, but it also comes with a universal built-in MAM tool that can be configured and used within minutes.
Boost your introducing broker and affiliate network with self-registration for partner accounts, full commission control and multi-tier IB trees with no level limits. Your team will have full configuration settings to be able to create and manage multiple types of partner networks with ease.
Provide easy to access financial, performance and KYC document upload alerts in real-time so partners can identify processing issues.
Alerts will highlight valuable clients to look after, and automatically spot inactive traders so the partner can take action to get them trading again.
Live data reduces admin feedback tasks and means partners can quickly see their key metrics all in one place.