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7 Key Features of the Best Brokerage CRM

Tuesday, November 15, 2022

The right Customer Relationship Management (CRM) system can greatly accelerate the success of your brokerage. The best brokerage CRM will prime your brokerage for rapid expansion with an array of tools from affiliate marketing to ticketing support that paves the way from onboarding to retention. It should also be able to organize and manage client information to streamline business processes, increase efficiency and improve business yield.

The CRM serves as a bridge between the business and its clients. Most brokerage CRMs are compatible with MetaTrader 4 and MetaTrader 5, the industry’s most widely-used trading platforms for the exchange markets. A well-designed infrastructure includes sophisticated automation for operational efficiency, advanced filtering of data, and customizable back and front office functions that will elevate user experience of both brokers and traders.

Here are some features of the best brokerage CRM that will help you propel your business.

1. Modular and Customizable Infrastructure

IntroSlider 1

Every market is different, and the needs of a broker are ever-changing. In the highly competitive FX industry, your brokerage needs to constantly remain relevant and that’s where a distinctive, yet nimble CRM does wonders.

A modular framework allows the creation of highly customizable, fully-branded CRMs without the hefty costs and long lead times. This flexibility allows the broker to reduce time to market as every function can be instantly added and removed based on dynamic requirements. This also means a broker can continue to add functionalities along with their business growth, making the modular approach extremely cost effective and efficient.

2. Multi-Tier Affiliate System

IB Client2 2

Affiliate and IB (Introducing Broker) marketing are highly effective strategies that drive rapid business growth through referrals. Statistically, there is a ten-fold success rate of 14.6% conversion as compared to cold sales prospecting at 1.7%.

In order to fully maximize this potential, a sophisticated affiliate system that allows customizable commission schemes across multiple tiers is essential. The AXIS FX Broker CRM enables 7 types of commission rebates complete with programmable distribution frequency and event-based logics.

Introducing Brokers (IB) should also be able to onboard clients easily, monitor their network growth and have full visibility of their commission breakdown via reports and analytics. Commission payout can also be fully automated and in real-time to reward referrals timely and efficiently.

3. Intelligent Data Analytics

IB Client2 2

Smart, organized data is essential for understanding your brokerage performance and traders’ behaviors and serves to facilitate informed decision making.

The best brokerage CRM allows brokers to access and filter data easily, with advanced filtering options to process data meaningfully. The admin module should also display key business insights and dynamic statistics, with customizable lists that allows batch filtering of critical client information that is directly streamed from the trading platform so you can access full aggregation information in one place.

4. Intuitive User Interface

ClientPortal Dashboard1

An intuitive user interface (UI) design is imperative to determine the best brokerage CRM for you. Both your clients and your team running the brokerage should be able to quickly navigate to the exact function they require with ease.

The admin module should consist of a dashboard that provides a comprehensive overview of important data and priority tasks for the team to attend to. It should be easy to navigate and have customizable menu that allows brokers to select the most important information for their business.

The client module should display the most frequently accessed functions such account related requests and approvals. It should also present information that is integrated with the trading platform such as available margin and open orders for efficient decision making.

The AXIS FX CRM comes fully customizable navigation bars, and you can even tabs leading to trading platform download, promotional links, message centers, economic calendars and more.

5. Easy Setup

ClientPortal Registration3

The ideal brokerage CRM should be built on a SaaS model that does not require any setup. This lowers your costs drastically and allows you to scale only when required. It should also be Open API so that it can integrate easily with external systems for PSPs, marketing, reporting, SMS-services and more for greater customizability. The AXIS FX CRM is deployable within 24 hours, instantly providing your fully branded brokerage CRM.

6. Client Support Systems

ClientPortal ClientComms1

Excellent customer support is integral for client satisfaction and retention, a prerequisite for long term growth. Thus, it is essential that the brokerage CRM you choose comes with a customer support system that can manage the entire client lifecycle. This means a fully integrated system that combines live chat, a ticketing system, notification and announcement modules to enable easy follow up on all conversations and pending requests.

7. Enhanced Security

AdminSlider Audit1

A robust CRM not only protects trade privacy and maintains security from external threats, it also upholds internal risk management. The best brokerage CRM requires audit logs and segregated user permission; Audit logs track the history of all activities within the system with timestamp of all changes requested, permissioned and made, while user permission settings enable brokers to easily differentiate the levels of users. Other necessary security functions include encryption, anti-fraud whitelisting functions, and anti-DDos Mandatory SSL encryption to protect your business.

Broctagon’s AXIS Brokerage CRM


Broctagon’s AXIS CRM is your business management gateway with more than 350 customizable parameters for your specific needs. It comes power-packed with a vast spectrum of fully-customizable functionalities, ranging from integration with payment and KYC providers, multi-tier affiliate commission structures to cloud hosting capabilities – all neatly presented within an intuitive, easy-to-navigate user dashboard. Accelerate your business growth through the AXIS CRM and grow your dominance in the brokerage industry today.

  • SaaS Model, Zero Setup Fee
  • Deployable in 24 hrs
  • Full MT4, MT5, cTrader and ZeroX Synchronization

A powerful, modular CRM that is cost efficient, scalable, extremely customizable and complete with an IB-centric module that hosts some of the most advanced affiliate marketing tools for rapid market expansion.

Experience spectacular. Schedule a Demo to experience our game changing CRM for yourself hands-on in our demo environment.

About Broctagon Fintech Group

Broctagon Fintech Group is a leading multi-asset liquidity and full suite FX technology provider headquartered in Singapore with over 10 years of established global presence in Hong Kong, Malaysia, India, Cyprus, Thailand, and China. We specialize in performance-driven and bespoke solutions, serving clients across more than 500 countries with our liquidity aggregator technology, brokerage, and exchange solutions suite, as well as enterprise blockchain development.

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