Broking Bridge
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Forex CRM for brokers

Forex CRM Software That Bridges Every Gap in Your Brokerage

Clients here. IBs there. Accounts somewhere else. Broking Bridge connects it all into one platform your whole team can run.

Broking Bridge is forex CRM software designed to bring client management, trading-account administration, IB operations and brokerage reporting into one connected workflow. Explore how the platform fits your brokerage setup with a product demo.

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  • MT4
  • MT5
  • Multi-Level IB
  • PAMM
  • Social Trading
  • Payment Gateway
Sound Familiar?

Too Many Tools. Too Many Tabs. Too Few Answers.

  1. 01

    “Unclear Lead Ownership?”

    Nobody knows

  2. 02

    “Manual IB Commissions?”

    Someone starts digging

  3. 03

    “Late Reports?”

    Three tabs later, still no answer

  4. 04

    “Data Never Matches?”

    Someone builds it by hand

These aren’t people’s problems. They’re gap problems. Broking Bridge closes them.

What Is Forex CRM Software?

One Forex CRM. Zero Missing Links.

Broking Bridge is a CRM for forex brokers that connects clients, IBs, trading accounts and reports on one platform.

Forex CRM software helps brokerage teams manage client onboarding, KYC workflows, trading accounts, introducing brokers and operational reporting. Unlike a general-purpose CRM, a brokerage-focused system can connect these processes with supported trading-platform and payment integrations, depending on your enabled integrations and configured permissions.

Explore the modules
CRM System Multi-Level IB Copy Trading PAMM Social Trading Payment Gateway Broking Bridge

Broker type

Forex Brokers

Manage clients, accounts and IBs from one dashboard.

Broker type

CFD Brokers

Follow client requests, account records and funding activity without extra tabs.

Broker type

Crypto Brokers

Move new users from sign-up to KYC review and account approval.

Broker type

Multi-Asset Brokers

Handle clients across asset classes with one set of workflows.

Everything Your Brokerage Needs

Forex CRM Solutions Built to Connect Every Moving Part

  1. 01

    Client Management

    From Lead to Funded

    Review new users, check KYC submissions and approve account requests from one list. Each client moves from registration to KYC review to account request, so pending work is easy to see.

  2. 02

    IB and Partner Management

    Partners Who Stay Happy

    Review partner applications and organize multi-level IB hierarchies. Referrals are attributed to the right partner. Commissions are calculated, approved, then paid as separate steps, with rules confirmed during setup. This keeps commission records easy to trace.

  3. 03

    Trading Account Management

    Accounts, Sorted

    Open, approve, transfer and archive trading accounts in your CRM. Each request moves from approval to status tracking, and archived accounts stay in a separate list. Transfer scope depends on your setup.

  4. 04

    Back Office Workflows

    Operations on Autopilot

    Handle deposits, withdrawals and transfers through an approval flow. Each request is reviewed, then approved or rejected, and the decision is recorded beside the client’s data.

  5. 05

    Reporting and Analytics

    Numbers You Can Act On

    Use reports on funding, IBs, PAMM, social trading and scalping. Reports come from your CRM records, and you can filter them. Filter options, date ranges and export formats depend on the report.

Build System. Not Chaos.

Centralized records help authorized teams review related client, account and partner information without searching across disconnected systems. The actual workflow depends on enabled integrations and configured permissions.

Process Before After
Record management Client, account and partner details in separate tools Related records reviewed from one CRM
Commission reconciliation IB referrals matched to payouts by hand Commission records tracked beside referrals
Report preparation Reports compiled from several sources Reports built from CRM records
Our Panels

Three Doors. One Connected Building.

Your team, partners and clients each get their own space, all working from shared records.

Illustration of the Back-Office Panel

For brokerage staff

Back-Office PanelThe Control Room

Manage users and KYC, handle requests, approve deposits and withdrawals, and read reports. Staff see clients, accounts, funding requests and IB data according to the permissions you set.

Illustration of the IB & Partner Panel

For introducing brokers and partners

IB & Partner PanelThe Growth Engine

View multi-level IB structures, referrals, commission and rebate records, and the live network. Partners see their own referred clients, accounts and commissions; visibility depends on your settings.

Illustration of the Trader’s Room

For clients

Client’s HubThe Client’s Home

Access trading accounts, submit funding requests and use supported investment tools. Copy Trading, Social Trading and PAMM are separate tools with different operating models, so availability depends on your enabled modules.

Take a Look Inside

One Menu. Every Business Needs.

  • Users & KYC: Review verification submissions, account requests and archived accounts.
  • Money Moves: Track deposits, withdrawals, transfers and conversions through review steps.
  • IB Network: Review partner applications, structures and commission reports.
  • PAMM & Social Trading: Manage strategy and provider requests for the managed-account tools you enable.
  • Reports & Risk: Open funding, partner, distribution and scalping reports. Each report summarizes records already in the CRM; filters, periods and export options depend on the report.
Illustrative cards for a client registration, IB commission and deposit request
  • Users
  • KYC List
  • User Requests
  • Trading Accounts
  • Account Requests
  • Archived Accounts
  • Deposits
  • Withdrawals
  • External Transfers
  • Account Transfers
  • Conversions
  • IB Accounts
  • IB Requests
  • IB Commission
  • Master IB Report
  • IB User Report
  • PAMM Strategies
  • Strategy Requests
  • Social Providers
  • Provider Requests
  • Manual Providers
  • Deposit and Withdraw Reports
  • Loyalty Unlock
  • PAMM and Social Distribution
  • Scalping Report
Client Journey

Onboard Faster. Fund Smoother.

  1. 1Register
  2. 2KYC
  3. 3Open account
  4. 4Deposit
  5. 5Trade
  6. 6Withdraw
  7. 7Deposit again
MT4 / MT5 Integration

Plug In. Power Up. Connect Your Trading Environment

Broking Bridge connects with MT4 and MT5 so client and trading-account records stay aligned with your trading platform.

Supported actions may include account creation, status changes, balance updates and trading data, depending on your server setup. Sync method and timing are confirmed during the technical review.

Forex, stocks, commodities, indices, cryptocurrencies and bonds connected to one platform
Brokerage features
01/ 04

Leverage

Set Leverage For Each Client Account Separately, So Every Account Follows Your Rules, Your Risk Limits, And Your Business Needs.

02/ 04

Bonus

Run Acquisition And Retention Bonus Programs To Win New Clients, Reward Loyal Ones, And Keep Them Active For Much Longer.

03/ 04

Risk Management

Watch Your Exposure Closely, Spot Risks Early, And Act Fast Before Small Problems Turn Into Big Losses For Your Brokerage.

04/ 04

Negative Balance Protection

Supports Setups That Help Keep Client Balances From Falling Below Zero. Conditions Depend On Your Broker Policy And Platform Setup.

Secure Access and Controlled Approvals

Broking Bridge includes two-factor authentication and login history, so unusual sign-in activity can be reviewed by your team. Staff permissions are configured per team during setup. KYC, account requests and funding requests go through defined approval flows, and each decision is recorded against the client. Archived accounts are kept apart from active ones.

Exact coverage, such as who can use 2FA, how much login detail is stored, audit logs and data handling, depends on your configuration. We walk through these controls in the demo, and you should review them with your own compliance team.

  • Two-factor authentication
  • Login history
  • Per-team staff permissions
  • Recorded approval decisions
Which Broker Are You?

Find Your Place on the Bridge

The Launcher

Initial client onboarding and account setup.

The Outgrower

Growing client records and operational coordination.

The IB Builder

Partner hierarchy and commission reporting.

The Ops Lead

Funding requests, approvals and management reporting.

Not sure where you fit? Book a demo and we’ll check the platform against your setup.

Why Us

Why Brokers Choose Broking Bridge as Their Forex CRM Provider

Forex first

Built around brokerage workflows (clients, KYC, IBs, funding, PAMM and social trading), not a generic CRM with a forex label.

Truly connected

Clients, IBs, accounts and operations share connected records, visible in the three panels.

Fits you

We configure the platform around your workflow, with scope agreed before launch.

Real people

Support from the first demo to go-live, through the channels in your plan. Ask us for the supported integration list during your demo.

How It Works

From “Let’s Talk” to Live in 4 Steps

  1. 1

    Book a demo

    We show it in your use case.

  2. 2

    Plan your setup

    Platforms, payments and IB structure.

  3. 3

    Configure and test

    We build around your workflow, then run integration testing and acceptance checks with your team.

  4. 4

    Go live

    Your team gets onboarding and go-live support.

Frequently Asked Questions

What is forex CRM software?

Software that helps a brokerage manage leads, clients, KYC, trading accounts, IBs, funding requests and reporting in one place instead of across separate tools.

Does Broking Bridge work with MT4 and MT5?

Yes. It connects with both, so client and trading-account records stay aligned with your platform. The exact actions and data synced are confirmed in the demo.

Can I manage IBs and commissions?

Yes. Approve IB requests, track referrals and review commission records alongside clients and accounts. Calculation, approval and payout rules are confirmed during setup.

How do payments work?

Payments stay simple and organized. Every funding request is recorded in the CRM with a clear status, so your team always knows where it stands. The final confirmation comes from your connected payment provider.

Is my clients’ data safe with you?

Yes, safety comes first. You decide who can view, edit, or export client and IB data, so the right people get the right access. Your team stays in control at every step.

How is implementation handled?

We map your platforms, payments and IB structure, configure and test with your team, then support onboarding and go-live.

Your Brokerage. A Stronger Tomorrow.

Your Next Gap Is Already Costing You. Close It.

One platform. See how client, IB and account workflows fit your brokerage setup.

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