Make the journey from client account to daily support easier to manage. Explore TradeToolsFX CRM and client portal technology for your brokerage.
Give clients a connected workspace
Your clients need clear access to their accounts, transaction information and support. TradeToolsFX CRM connects with MT4, MT5 and FXNext environments, bringing the operational side of the trading experience into a branded portal.
Bring your team’s workflows into focus
Review the client and staff journeys together. The CRM materials cover account access, deposit and withdrawal workflows, document handling, support tickets, and roles and permissions. Use a demonstration to check how each task fits your operating model.
- Client accounts and transaction history
- Payment requests and operational follow-up
- Support tickets and document workflows
- Role-based access for brokerage teams
Explore the broker CRM and client portal. Bring your platform, payment provider and integration requirements so we can confirm the configuration and scope.
Let’s walk through your CRM requirements
Starting a brokerage or improving an existing setup? Tell us where your team needs a clearer workflow. Contact TradeToolsFX directly to discuss a demonstration, integrations and pricing.
Request a CRM walkthrough on Telegram ↗Building the trading platform alongside your portal? Read MT5 White Label: Build Your Brokerage Brand.