Forex CRM for Brokers

All your brokerage operations in one solution.

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.

CurrentDesk is a Forex CRM that includes everything your team needs to convert more visitors into active traders.

BOOST CONVERSIONS:
Use smart lead routing rules to automatically pass leads to sales staff so that they can quickly reach out to warm prospects and convert them while interest is high.
GET CLEAR INSIGHTS:
Centralize your data from multiple platforms. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities.
RETAIN CLIENTS LONGER:
Create powerful reports to help your sales and marketing teams know which retention campaigns are working well, and which need some improvement.

Optimize your entire process for sales and onboarding.

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.

Build stronger relationships with clients and partners.

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.

Drive traffic and boost leads with targeted marketing campaigns.

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.

Connect seamlessly to MetaTrader 4 & 5 and other major platforms.

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.

Client Portal for Forex Brokers

Increase trader engagement with a custom branded client portal that’s pre-integrated with all your traders’ favorite payment methods.

AUTOMATED CLIENT ON-BOARDING:
Traders can open accounts directly from your web forms, get emailed login details automatically, and make a deposit within minutes.
INSTANTLY DEPLOYED TOOLS:
Traders can open accounts directly from your web forms, get emailed login details automatically, and make a deposit within minutes.Deploy your enterprise-grade client portal within a few clicks. Custom brand it how you wish and easily connect it to all your platforms.
BOOST CLIENT ENGAGEMENT:
Display marketing campaign messaging with inbuilt advert placements and use the trader notifications tools to personalize and influence their activities.

Create branded interactions for all your traders.

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.

Scalable infrastructure to manage multiple platforms and thousands of clients.

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.

Streamline onboarding and collect deposits faster.

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.

Perform efficient and painless KYC validations.

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.

Admin Back Office for Forex Brokers

Remove bottlenecks and streamline your brokerage back office processes.

TIME SAVING EFFICIENCY:
Traders can open accounts directly from your web forms, get emailed login details automatically, and make a deposit within minutes.Creating thousands of client accounts in any platform is lightning fast. System integrations enable your team to approve trader requests with one click.
EASIER COMPLIANCE:
Secure KYC/AML document storage and reporting means your team can quickly find the right documentation to prove compliance without headaches.
COMPLETE CONTROL:
Enforce strict permissions control across all your users so you can have the peace of mind that only those you allow can perform certain actions.

The complete Forex back office suite for your brokerage

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.

Quickly see how much your brokerage is making in revenue.

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.

Make regulatory compliance easier.

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.

Simplify transaction reconciliation and treasury workflows.

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.

Partner Management and IB Portal

Provide your partners with everything they need to succeed, all from one dashboard.

DRIVE RESULTS:
Help Partners and IBs to manage their entire lead generation process in one tool so they can spend more time selling and less time on admin.
GET MORE CONVERSIONS:
Focus partner efforts with pre-made marketing resources that help your IBs use your highest converting assets for their campaigns.
AUTOMATE GROWTH:
Automated commission calculation means you can reward thousands of IBs accurately and on time, across multiple IB network levels.

Equip partners with tools that drive more revenue.

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.

Attract more account managers with flexible managed programs.

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.

Effortlessly manage and reward multi-level IB partnerships.

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.

See immediate results via real-time dashboard.

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.