Software
Website & CRM
The client-facing website, the trader's room and the back office behind them, built as one connected system around your brand and your platforms.
Three pillars
One system from first visit to funded account
Broker Website
A fast, clear marketing site that explains your offering, meets regulatory disclosure needs and moves visitors towards registration.
Client Portal / Trader's Room
Where clients register, verify, fund, open trading accounts and manage them, without needing to contact support.
CRM & Back Office
The workspace for your sales, compliance, finance and support teams, with the controls to keep each role within its remit.
Modules
Modules we deliver
Each module can be delivered on its own or as part of a complete system.
- Client onboarding and KYC document flows
- Payment provider integration for deposits and withdrawals
- IB and affiliate module
- MT4, MT5 and cTrader account integration
- Back-office roles and permissions
- Reporting for sales, finance and compliance
Your brand
Designed around your brand
Your clients should see your firm, not a template. We design the website and portal around your visual identity, your tone and the journeys that matter to your business.
Behind the scenes, the back office follows your internal processes. Approval steps, roles and reports are configured to how your teams work, rather than forcing them into someone else's workflow.
Existing CRM
Already have a CRM? Connect it with MetaTrader API
If your CRM already works for your teams, you do not need to replace it. MetaTrader API connects it to MetaTrader 4 and MetaTrader 5, so trading accounts, deposits, withdrawals and account data flow between the two without manual entry.
Process
How a website and CRM project runs
- Step 1
Discover
We map your client journeys, internal roles and the platforms and providers to integrate.
- Step 2
Design
We design the website and portal screens and agree the back-office structure with your teams.
- Step 3
Build and integrate
We develop the system and connect it to your trading platforms and payment providers.
- Step 4
Test and launch
We test every journey end to end on a staging environment, then launch at an agreed time.
- Step 5
Support
We maintain, host if required, and extend the system as your business grows.
FAQ
Website & CRM: common questions
Can you integrate with our existing CRM instead of replacing it?
Yes. If your current CRM works for your teams, we can build the website, portal or integrations around it rather than replacing it.
Which trading platforms can the client portal connect to?
MT4, MT5 and cTrader. Clients can open and manage trading accounts from the portal, with balances and account details pulled from the platform.
Can you connect our payment providers?
Yes. We integrate the payment providers you have contracted with, so deposits and withdrawals flow through the portal and are visible in the back office.
Can you host the website and CRM?
Yes. We can host them on our managed infrastructure alongside your other systems, or deploy to hosting you already have.
Let's talk about your platform and infrastructure
Tell us what you run today and where it slows you down. We will come back with a clear scope and next steps.