Prop Trading CRM & Client Office for Prop Firms
Manage prop challenges, evaluation rules, trader progression, competitions, referrals, and payouts from one CRM – while traders execute on Match-Trader, MT5, or both.
The Complete Solution to
Build and Scale Your Prop Firm
End-to-End
Lifecycle
Full lifecycle management of challenges from onboarding to funded accounts
Automated
Rule Enforcement
Automated evaluation rules and enforcement to ensure fair and consistent scaling
Trader
Progression Tracking
Trader progression tracking across all phases, including funded workflows
Growth
& Incentives
Built-in competitions, referral programs, and affiliate structures for growth
Payout Policy
Automation
Configure phase-level withdrawal eligibility for funded accounts to match your payout model and reduce operational friction
Flexible
Platform Integration
Flexible execution setup across Match-Trader, MT5, or hybrid environments without system duplication
Unified Platform Deployment
Run Prop Operations Across
Match-Trader and MetaTrader 5
Seamlessly manage your prop firm across multiple trading environments.
Whether you operate on Match-Trader, MetaTrader 5, or both, the CRM
provides a unified backend to manage clients, challenges, and operations
without fragmentation.
Everything You Need to
Operate a Prop Firm
Prop Trading & Challenges
- Prop Trading Settings
- Challenge Module
- Competitions Module
- Challenge Add-ons & Boosts
- Trading Restrictions
- Leaderboards
- Challenge Status Dashboards
Client & CRM Management
- Client Management
- Client Onboarding Module
- KYC / AI Verification Module
- Role & Permission Management
- Lead Management
- IB Room & Multi-level IB System
- Unlimited Client Accounts
Payments & Incentives
- Deposits & Withdrawals Module
- Bonus System
- Cashback for Clients
- Prop Promo Codes
- Regional Payment Configuration
- Match2Pay Crypto Gateway
Analytics & Operations
- Analytics Dashboard
- Mass Mailing System
- White-label Branding
- VoIP Integration
- Hosting Infrastructure
- Direct Support Tools
Built for a Seamless Trader Experience
Open demo and live accounts directly from the website
Transfer funds between trading accounts instantly
Automated notifications on account activity and performance
One-click deposits and withdrawals via the platform
Multi-language support for global operations
Mobile access through a branded firm application
Instant messaging with firm support
Connect with 100+ Ready-Made Integrations
Why Prop Firms Choose
Match-Trade’s CRM
Built specifically for prop trading operations
Challenges, funded accounts, payouts, rule enforcement – it’s all here, built in from day one. No adapting generic tools to fit your workflow. Just a CRM that speaks prop trading fluently.
Proven support for global multi-market deployment
Whether you’re launching in one market or ten, Match-Trade’s CRM adapts to you. Multi-language support, flexible onboarding flows, and region-ready configurations keep expansion on your terms.
Designed to scale from startups to enterprise firms
Start with what you need today. Scale to whatever comes next. Match-Trade grows with your business – no disruptions, no limits.
Fully unified ecosystem for CRM, trading, and operations
Everything your team needs – client management, trading accounts, back-office, reporting – in one connected platform. Less noise, less friction, more time spent on what actually grows your business.
High-performance, scalable infrastructure
Trading doesn’t pause for technical issues – and neither do we. Reliable, fast, and built to handle real trading volumes so your operations run smoothly when it counts.
Automation-ready workflows for higher conversion
Your best salesperson shouldn’t be doing manual follow-ups. Smart automation, configurable pipelines, and sharp segmentation keep leads moving and clients engaged – automatically.
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.
Related news
Discover the latest platform releases, market and industry
news regarding Match-Trader, our clients and partners.
Match-Trader Brings Prediction Markets to Brokers
Match-Trader has released a brand-new prediction markets solution, giving brokers direct access to what’s rapidly becoming one of the most significant trends in trading. The launch comes as event-based contracts…
Match-Trade March Release: Payout Certificate Sharing
Powerful trader engagement tools and operational efficiency improvements arrive this month across prop trading, social trading, and account management. Internal transfer capabilities eliminate payment friction, while new certificate generation strengthens…
Match-Trade February Release: Full MetaTrader 5 Integration
February’s release adds full MetaTrader 5 backend integration for Match-Trader Prop, alongside targeted improvements to onboarding, verification, challenge management, and core operational workflows. Phase-based fees and new add-ons open additional…
