CRM Software for Forex Brokers For Forex Brokers

Power up your operations with a Forex-ready CRM built for conversion, compliance, and client management. Automate onboarding, manage leads, and integrate with MT5 — all in one place.

Build. Scale. Succeed

Strategic Forex Business Consulting That Works.

Launch or grow your brokerage with expert business consulting tailored to the Forex industry. From market entry to compliance — we help you build smarter, faster.

Why Your Forex Brokerage Needs a Purpose-Built CRM

A generic CRM might help you track leads — but it won’t help you run a brokerage. (img) The Forex industry moves fast and demands precision. You need a CRM system that’s engineered for the unique challenges of forex brokerage operations: managing multi-level affiliates, staying KYC/AML compliant, integrating with trading platforms, and supporting international clients. That’s where a purpose-built Forex CRM becomes critical.

Designed for Trading Workflows

Automate client onboarding, identity verification, account setup, and platform integration — without juggling disconnected systems.

Built-in Compliance Tools

Stay ahead of global regulations with automated KYC/AML features and secure document handling.

Integrated Trading Data

Unlike generic CRMs, a Forex CRM gives you real-time visibility into trader activity — from funding to execution.

Support for IB and Affiliate Structures

Easily manage complex referral trees and payout logic. Monitor performance and scale your partner program.

CRM Customization & Add-Ons

Every brokerage has its own way of operating — and your CRM should reflect that. At Rotex, we don’t believe in one-size-fits-all systems. Instead, we provide customization options that help you run your business your way.

White-Label Branding

Present a fully branded client portal, complete with your logo, colors, and domain — all under your brand identity.

Multi-Language Support

Operate globally and serve clients in their native language with localized CRM and portal interfaces.

Multi-Level IB Structures

Configure custom hierarchies and commissions for introducing brokers and affiliates. Ideal for growing partner networks.

Email & SMS Automation

Set up campaigns and alerts to onboard clients, follow up on leads, and nurture relationships — automatically.

Custom Plugin Integration

Connect to any third-party tools — or let us build bespoke functionality tailored to your business model.

Payment Gateway Support

Allow traders to deposit and withdraw funds directly within the CRM with secure PSP integrations.

Trader Room Customization

Add or remove modules, change dashboard views, and design the client experience based on your brokerage goals.

Why Choose Rotex as Your CRM Partner?

There are plenty of CRM vendors out there — but few understand the forex world like we do. Rotex CRM is built specifically for brokers, by a team that has helped launch and scale brokerages across the globe.
Here’s what sets us apart:

Forex-First Architecture

This isn’t a patched-up sales tool. Our CRM was designed from the ground up for FX operations — from KYC to trading analytics.
and actionable.

Real-Time MT4/MT5 Integration

Account balances, trading history, and platform actions sync in real time — no manual exports, no syncing delays.

White-Label and Scalable

Whether you’re starting small or scaling fast, our white-label CRM grows with you. Multi-brand and multi-region support built-in.

Dedicated Setup & Support

You get a personal onboarding team, technical guidance, and 24/7 support — from integration to optimization.

Compliance-Ready

KYC, AML, GDPR — we’ve built it all in. No more piecing together third-party tools to stay compliant.

All-in-One Ecosystem

Rotex isn’t just a CRM provider. We offer turnkey solutions, payment gateways, digital marketing, and full brokerage setup — all under one roof.

What Makes Rotex CRM Different?

If you're comparing Forex CRMs, here's why brokers choose Rotex over the rest:

Built by Brokerage Experts

Not just developers, our team includes former brokerage operators and compliance pros.

Flexible Yet Streamlined

Configure complex setups without bloating the system or slowing down user experience.

Transparent Pricing

No hidden fees, usage caps, or paywalls. Just clear pricing and full feature access.

Performance-Optimized

Fast, secure, and hosted on global servers — your traders will love the speed.

Continuous Updates

We actively evolve our platform based on broker feedback and industry trends.

Frequently Asked Questions

What is a Forex CRM, and why is it different from standard CRMs? +

A Forex CRM is designed specifically for the needs of FX brokers — it integrates trading data, client accounts, IB structures, and compliance tools in a way that traditional CRMs can’t.

Can Rotex CRM integrate with MT5 and MT4? +

Yes. We provide full, real-time integration with both MT5 and MT4, including syncing account data, trades, balances, and KYC info.

Does the CRM support affiliate and IB management? +

Absolutely. You can manage multi-level IB structures, monitor commissions, track lead sources, and automate payouts.

Is the CRM white-labeled? +

Yes, our CRM is fully white-labeled. It can be branded with your logo, colors, and domain.

Can you integrate payment gateways into the CRM? +

Yes. We support multiple payment gateway integrations so traders can fund their accounts directly from the CRM.

How secure is the platform? +

Rotex CRM includes role-based access, secure APIs, encryption, and compliance modules to keep client data safe and your brokerage protected.

Is multi-language support available? +

Yes. Our CRM is built to support multiple languages, perfect for international brokerages.

Do you offer technical support? +

Yes. We provide 24/7 technical support and onboarding assistance to all clients.

Can I request a custom feature? +

Yes. We offer tailored customizations based on your operational needs and tech stack.

How do I get started? +

Click the “Book a Free Demo” button to schedule a personalized walkthrough with our team.

Ready to Take the Next Step?

Schedule a free consultation and discover how Rotex can help you build a stronger, more scalable Forex brokerage.