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For Brokers

A CRM Built for
Forex Brokerages

From client onboarding and KYC to deposits, IB management, and retention — Algoment CRM integrations give your operations team a single, powerful command centre.

CRM Integration
360°Client View
50+PSP Integrations
3-tierIB Management
Real-timeKYC Verification
CRM MODULES

Every module your brokerage operations need

A fully integrated CRM ecosystem that connects every part of your business — from first click to funded account and beyond.

Client Portal

Fully branded client-facing portal with account management, trading history, deposit/withdrawal flows, and real-time balance updates.

Client Portal

Fully branded client-facing portal with account management, trading history, deposit/withdrawal flows, and real-time balance updates.

Deposit & Withdrawal

Integrated payment gateway with 50+ PSPs including bank wire, credit card, crypto, and local payment methods for 190+ countries.

Deposit & Withdrawal

Integrated payment gateway with 50+ PSPs including bank wire, credit card, crypto, and local payment methods for 190+ countries.

IB & Affiliate Management

Multi-tier IB portal with real-time commission tracking, sub-IB hierarchies, performance dashboards, and automated payout calculations.

IB & Affiliate Management

Multi-tier IB portal with real-time commission tracking, sub-IB hierarchies, performance dashboards, and automated payout calculations.

KYC & Onboarding

Automated identity verification supporting 190+ countries — document upload, liveness checks, AML screening, and compliance audit trails.

KYC & Onboarding

Automated identity verification supporting 190+ countries — document upload, liveness checks, AML screening, and compliance audit trails.

Sales & Retention Tools

Lead management, pipeline tracking, automated email campaigns, and client segmentation to maximise conversion and lifetime value.

Sales & Retention Tools

Lead management, pipeline tracking, automated email campaigns, and client segmentation to maximise conversion and lifetime value.

Platform Integration

Native connectors for MT4, MT5, cTrader, and prop trading platforms — syncing accounts, trades, balances, and margins in real time.

Platform Integration

Native connectors for MT4, MT5, cTrader, and prop trading platforms — syncing accounts, trades, balances, and margins in real time.

NATIVE INTEGRATIONS

Connects with the tools you already use

Pre-built connectors mean no custom development required — just activate and go.

B2Core
FX Back Office
Salesforce
HubSpot
MT4 Manager API
MT5 Manager API
cTrader API
Stripe
Checkout.com
Sumsub
Onfido
Slack
Twilio
SendGrid

The Problem

Why Disconnected Operations
Cost Brokerages Clients & Revenue

Operations Run on Spreadsheets

Brokerages without a dedicated CRM manage client data in spreadsheets, email threads, and disconnected tools — creating errors, missed follow-ups, and regulatory exposure.

Operations Run on Spreadsheets

Brokerages without a dedicated CRM manage client data in spreadsheets, email threads, and disconnected tools — creating errors, missed follow-ups, and regulatory exposure.

Onboarding Takes Days, Not Minutes

Manual KYC document collection and review processes delay account activation by 2–5 days — during which motivated clients open accounts with faster competitors.

Onboarding Takes Days, Not Minutes

Manual KYC document collection and review processes delay account activation by 2–5 days — during which motivated clients open accounts with faster competitors.

Platform Disconnects Create Blind Spots

When your trading platform, payment gateway, and client portal don't communicate, operations teams spend hours manually reconciling data that should sync in real time.

Platform Disconnects Create Blind Spots

When your trading platform, payment gateway, and client portal don't communicate, operations teams spend hours manually reconciling data that should sync in real time.

IB Commission Errors Damage Relationships

Manual commission calculations for multi-tier IB networks are error-prone and opaque — leading to disputes, late payments, and IB churn that directly impacts your client acquisition.

IB Commission Errors Damage Relationships

Manual commission calculations for multi-tier IB networks are error-prone and opaque — leading to disputes, late payments, and IB churn that directly impacts your client acquisition.

Retention Is an Afterthought

Without segmentation, automated re-engagement campaigns, and activity monitoring, brokerages have no early warning system for churning clients — losing funded accounts silently.

Retention Is an Afterthought

Without segmentation, automated re-engagement campaigns, and activity monitoring, brokerages have no early warning system for churning clients — losing funded accounts silently.

Payment Friction Kills Deposits

Supporting only 3–4 payment methods in a global brokerage means turning away funded clients whose preferred method isn't available — losing revenue to no-action friction.

Payment Friction Kills Deposits

Supporting only 3–4 payment methods in a global brokerage means turning away funded clients whose preferred method isn't available — losing revenue to no-action friction.

FAQ

Frequently Asked
Questions

We provide native integrations with MT4 (via Manager API), MT5 (via Manager API), cTrader (via API), and proprietary prop trading platforms — syncing accounts, open positions, trading history, balances, and margin levels in real time.
We support 50+ PSPs out of the box including Stripe, Checkout.com, Skrill, Neteller, Fasapay, bank wires, and 10+ cryptocurrency gateways — covering local payment methods for 190+ countries. New PSP integrations can be added on request.
Yes. Our IB management module supports unlimited tier depth with configurable commission structures per tier — volume rebates, spread rebates, CPA, and hybrid models. Commission calculations run automatically and are displayed in real-time dashboards visible to IBs and your team.
A standard integration — MT4/MT5 + 3–4 PSPs + KYC provider + client portal — typically takes 4–6 weeks. Complex multi-platform setups with custom commission structures and reporting requirements may take 8–12 weeks.
Yes. The client portal is fully custom-branded — your logo, colours, domain, and email communications. Clients experience a seamless branded environment with no reference to Algoment.

Unify your brokerage operations with one CRM

Talk to our team to see a live demo of the Algoment CRM ecosystem and how it integrates with your existing platforms.

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