Forex CRM &
Client Office
for Brokers
A complete CRM and Client Office to manage leads, clients, IBs, onboarding, payments, and analytics in one place.
Powerful Features to Run
and Scale Your Brokerage
Business Intelligence
Analyze cash flows and track IB commissions with clear, actionable insights.
Multilevel IB System
Grow your brokerage with a flexible IB structure that rewards multi-level referrals.
Automated Conversions
Automate lead handling, onboarding, and client activation to turn more prospects into active traders.
Single Sign-On (SSO)
Enable secure, one-time login across the entire Match-Trader platform.
Open API Access
Connect external tools, automate key workflows, and extend your brokerage operations through flexible API integrations.
Seamless User Interface
Work faster with a clear, intuitive interface designed to simplify daily brokerage operations.
Full Control Over Your
Client Experience
Brand Your Trader’s Space
Create a fully branded client environment that reflects your brokerage identity and delivers a consistent, professional experience.
Customize Your Layout
Adapt the workspace to your workflow by arranging modules, prioritizing key data, and improving operational efficiency.
Analyze the Data
Access real-time insights into performance, client activity, and key metrics to support better decision-making.
Built for Both
Brokers and Traders
For Brokers
- Real-time management of clients, accounts, and balances
- Full visibility into trades, open positions, and transaction history
- Multi-level IB system supporting up to 50 levels
- Performance tracking with integrated KPI dashboards
- Flexible bonus, cashback, and promotion management
For Traders
- Easy account creation for both demo and live trading
- Seamless deposits, withdrawals, and internal transfers
- Access to trading, social trading, and IB features in one place
- Real-time notifications and direct contact with broker support
- Consistent experience across desktop and mobile devices
Forex CRM
Tailored to Your Needs
Automate management to grow your business
Optimize sales and onboarding processes while tracking leads and converting them into active traders more efficiently.
Multi-level IB System with Dedicated IB Office
Expand your reach with a powerful IB structure that enables partners to earn from multi-level referrals and grow your network.
Flexible Role Management
Assign roles and permissions across your team to streamline operations and support efficient brokerage management.
Built-in Payment Solution with Match2Pay
Accept and process crypto payments automatically with a fast, cost-effective solution that eliminates chargebacks and reduces risk.
Seamless Integration with Leading Trading Platforms
Connect your CRM with Match-Trader, MT4, MT5, and other platforms to manage operations without fragmentation.
Broker Analytics & KPI Tracking
Monitor key performance metrics, including client activity, deposits, withdrawals, and profitability, to make data-driven decisions.
Scale with PAMM & MAM Managed
Account Solutions
PAMM / MAM solution
for Forex Brokers
PAMM / MAM are managed account services, the most popular system to automate trading. PAMM (Percentage Allocation Money Management) means that the allocation of transaction volumes between all the investors is proportional and usually based on the investor’s balance or equity. MAM (Multi-Account Management) is a derivative of the PAMM system but the allocation of trades between master and investors’ accounts doesn’t have to be proportional. Our automated trading system is s adapted to different trading platforms like MT4, MT5 and Match-Trader to boost your brokerage business. Allow your traders to:
- verify the historical performance of money managers (or signal providers)
- check and compare different masters’ ROI indicators
- attach to and detach from the master’s account
- track and control their own trading account profitability
Connect with 100+ Ready-Made Integrations
Frequently Asked Questions
Our CRM system allows you to set up a bonus and cashback system based on client turnover. When clients make deposits, they can receive credits to their trading accounts, helping to encourage them to invest and making your brokerage more attractive
Our solution offers a dedicated app for IB and sub-IBs to improve monitoring of the partner network, analyze performance, and calculate and pay commissions earned
Match-Trade’s Client Office is seamlessly integrated with Match2Pay Payment Gateway to provide effective payments for investors worldwide. It helps to automate transferring funds so Brokers can offer instant deposits to all of their clients
Start your brokerage or prop firm in just 1 week!
Match-Trader makes launching your brokerage or prop firm effortless – delivering full setup in just days
with outstanding customer experience and rapid deployment. Our team ensures a smooth and seamless
platform migration, guaranteeing zero downtime or disruption to your business.
1
KYC & Verification
A same-day client review and compliance check ensure your firm meets all requirements and is fully prepared for onboarding with confidence.
2
Tailored Setup
Our Growth Managers prepare your environment to reflect your exact model – FX, Prop, or Hybrid – gathering essential details and guiding you through every step.
3
Configuration & Branding
Your brand comes to life through customized design and seamless integration, with branded apps, CRM, and payments connected for a unified client experience.
4
Go Live
With everything in place, your business launches quickly and smoothly, supported by our dedicated team to help you grow and scale confidently.
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