Branded client portal
A configurable trader’s room for registration, onboarding and account requests.
White Label and Custom CRM
White Label Forex CRM for Brokers
Manage your branded client portal, broker back office and partner workflows from one configurable forex CRM.
Broking Bridge is white label CRM software you configure around your logo, domain and business model, so you don’t have to build brokerage software from scratch.
Your logo and domainConfigured around your brand
portal.yourbrand.com
Your brand · One configurable forex CRM
P
Branded client portalRegistration, onboarding and account requests
Live
B
Broker back officeClient records and account management
Configured
I
IB and partner managementReferral tracking and commission rules
Configured
R
Reporting and integrationsSupported platforms and payment providers
Connected
LogoYours
DomainYours
Business modelYours
Ready-builtNo brokerage software from scratch
Overview
What Is a White Label Forex CRM?
A white label forex CRM is ready-built forex CRM software for client management and back-office operations. You license it and configure it under your own brand. The client portal collects onboarding information, while the broker back office lets authorized staff review verification status, handle trading account management and process requests.
A general sales CRM tracks deals. A forex broker CRM also handles trading account records, KYC workflows, payment service provider (PSP) workflows, introducing broker (IB) commissions and data from connected trading platforms.
Brokerage licence
Trading server
Liquidity provider
Payment processor
A CRM is not a brokerage licence, trading server, liquidity provider or payment processor. Those are separate services or third-party dependencies.
What’s included
What’s Included in Broking Bridge White Label Forex CRM?
Broker back office
Centralized client records, account management and operational workflows.
IB and partner management
Referral tracking, commission rules and partner reporting, as supported by your configuration.
Reporting and integrations
Operational reports and connections to supported trading platforms and payment providers.
Configuration, testing and support
Setup and implementation assistance according to the agreed service scope.
Features
Forex CRM Features and Workflows
Branded Forex Client Portal
Your forex client portal (also called a trader’s room or client area) is where clients handle everyday account tasks. Depending on your configuration, traders can register, upload verification documents, open live or demo accounts, request deposits, withdrawals and transfers, review trade history and contact support. It works on desktop and mobile.
Broker Back Office
Staff can assign leads to agents, review client records, manage trading accounts and handle account requests from one workspace. Finance teams can review withdrawal requests and track their status, subject to configured permissions and available integrations. Role-based access controls what each team member can see and do.
KYC and AML Workflow Management
Collect identity documents, track review status, record approval or rejection decisions and keep an auditable history. The workflow supports your KYC and AML processes, but verification decisions, AML obligations and regulatory compliance remain the broker’s responsibility.
IB and Affiliate Management
Set up referral attribution and commission rules, give partners their own reporting and route payouts through team approval, as configured for your business model.
Trading Platform and Payment Integrations
Broking Bridge connects your brokerage workflows with supported trading platforms and payment service providers (PSPs). Depending on the integration, the CRM can display trading account records, account activity and transaction statuses in the back office.
Available connections depend on platform compatibility, API access, licensing and third-party agreements. Ask our team for the current supported integration list, including MT4/MT5 availability and the relevant connection methods.
Reporting and Analytics
Track deposits and withdrawals, trading volume trends, client activity and partner performance to support sales, finance and management decisions.
Security and Access Control
Role-based permissions limit access to sensitive client data, and audit logs record staff actions on key records. Ask our team for details on authentication, data protection and backup arrangements for your setup.
Why us
Why Choose Broking Bridge?
A configurable platform can reduce the custom development you need, while timelines still depend on your integrations and approvals.
Without a bespoke software project, more of your budget can go to marketing, partners and client acquisition.
Manage multiple brands or regional entities from one admin panel, each with its own branding and domain.
As a white label CRM for brokers, Broking Bridge treats trading accounts, verification, payments, partner commissions and reporting as core to the product, not add-ons.
Implementation
How Implementation Works
1
Discovery
We review your business model, target markets and required integrations.
2
Configuration
We set up your domain, branding, account types, payment methods and platform connections.
3
Integration testing
Your team tests the portal, back office and connected services before launch.
4
Training and go-live
We help train your staff and support you through launch.
Timelines depend on branding, integrations and third-party approvals. We’ll give you a realistic estimate during your demo.
Who it’s for
Who Broking Bridge Is For
New brokerages launching with a professional setup and no large in-house tech team
Existing brokers adding a brand or expanding into a new region
IB-led businesses moving toward their own brokerage (licensing stays with the broker)
Multi-entity groups needing central oversight across brands
Live demo
Book a Forex CRM Demo
In a live forex CRM demo, we’ll walk you through:
We tailor the session to your brokerage model and the integrations you need.
1The client journey in a branded portal, from registration to first deposit
2Back-office tools for sales, compliance and finance teams
3IB commission setup and reporting
4Multi-brand management
FAQ
Frequently Asked Questions
Broking Bridge includes a branded client portal, broker back office, IB and partner management, reporting, supported integrations, and configuration, testing and support according to the agreed service scope.
Yes. You can configure your own logo, domain and customer-facing design.
Supported platforms and payment providers depend on your required configuration, API availability, licences and third-party agreements. Contact our team for the current integration list and confirmation of the connection methods available for your setup.
Yes. Multiple brands or regional entities can be managed from one admin panel, each with its own branding and domain.
Implementation time depends on branding requirements, trading platform and payment integrations, configuration complexity and third-party approvals. After reviewing your requirements, our team can provide an estimated timeline and implementation scope.
Pricing depends on your requirements, such as brands, integrations and configuration scope. Book a demo for a quote.
No. Licensing and regulatory authorization depend on your business model and jurisdiction, and remain with the broker.
Get started
Launch Your Brokerage Under Your Own Brand
See the branded portal, back office and IB tools in a demo built around your business model.
Broking Bridge provides brokerage technology and operational tools. Brokerage licensing, regulatory authorization, third-party platform access, payment provider approval and compliance obligations depend on the broker’s business model and applicable jurisdictions. Please confirm the scope of services, integrations and responsibilities with our team.