A modern operating system for brokerages that want to look world class.
Connect CRM, client portal, e-wallet, IB tools, KYC, reporting and investment workflows in one polished experience built to impress new clients and empower your team.
One platform
CRM, portal, wallet, partner and investor tools working together.
Cleaner onboarding
Reduce friction with better account opening, KYC and funding flows.
Growth ready
Expand from core operations into affiliates, copy trading and custom integrations.
Unified brokerage flow
From the first click to funded account activity, every touchpoint feels consistent and premium.
Client onboarding
KYC, account opening and approvals
Operations
Deposits, withdrawals and support queues
Growth
IB portals, referrals and campaigns
Investment
PAMM and copy trading workflows
Brokerage stack
CRM · Back Office · IB · Wallet · Investment
Everything your brokerage needs, connected
Replace disconnected systems with a calmer, more elegant operating layer for sales, support, compliance and growth.
CRM admin
Give your team a clean dashboard for leads, clients, approvals, internal notes and relationship management.
Back office
Handle deposits, withdrawals, account activity, demo and real account management with less friction.
Client portal
Present a modern self-service space where clients can manage accounts, funding and documents with confidence.
Affiliates and IBs
Support referral programs, points, campaigns, education and partner visibility from one dedicated workflow.
Investment tools
Extend your offer with PAMM and copy trading experiences that feel integrated, not bolted on.
Apps and APIs
Connect MT4, MT5, PSPs, Sumsub, analytics, messaging and custom integrations as you scale.
The visual experience matters. A refined platform helps new clients trust your brokerage faster and helps your team work with more clarity.
Stronger first impressions
Create a premium digital experience from landing to funded account activity.
Less operational drag
Reduce repetitive manual work with cleaner internal workflows and connected data.
Better partner enablement
Give IBs and affiliates the tools they need to grow without relying on spreadsheets.
Flexible expansion path
Start with the essentials and add investor tools, mobile app access and custom integrations over time.
How The FX Tools supports your growth
Attract
Turn first visits into confident registrations with a modern brand experience and guided onboarding.
Convert
Shorten the gap between registration and first deposit with cleaner operations and clearer client journeys.
Retain
Keep traders, partners and investors engaged with dashboards, transparency and responsive tools.
Create a brokerage experience that feels premium from day one.
See how The FX Tools can bring CRM, compliance, partner growth and investment workflows together in one elegant product.