CRM System
Give operations, compliance, and sales teams a single platform for client oversight and reporting.
Control your broker workflow
FXTower CRM centralizes client management, deposits, withdrawals, and reporting. Teams gain visibility into margins and risk with role based access and live dashboards.
Role based access
Granular permissions for sales, support, compliance, and finance.
Live oversight
Monitor positions, margins, and balances in real time.
Reporting ready
Automated reports for audits, finance, and performance.
Key capabilities
Give operations, compliance, and sales teams a single platform for client oversight and reporting.
Use cases
FXTower CRM centralizes client management, deposits, withdrawals, and reporting. Teams gain visibility into margins and risk with role based access and live dashboards.
Improve compliance
Audit trails and reporting for regulatory reviews.
Empower sales
Segment clients and monitor engagement to drive growth.
Reduce risk
Track margin exposure and flag unusual activity.
Integration and rollout
Connect MT5 data
Sync clients, positions, and balances securely.
Define roles and workflows
Set permissions, approval steps, and reports.
Train teams
Onboard teams with guided workflows and dashboards.
Security and compliance
Operations and reliability
Frequently asked questions
Can we customize workflows?
Yes. Approval flows and reporting can be tailored by role.
Does it integrate with payments?
Yes. Funding data can be synced from your payment rails.
How is access managed?
Admins can create roles with specific permissions and limits.
Unify broker operations
See how the CRM supports compliance, sales, and finance teams.
We respond within one business day.