AXIS Forex Broker CRM v7.44.0 Update – 2025 Q2 Quality of Life Enhancements Part 3
Smarter Tools. Seamless Control. Built for Brokers.
What do top-performing forex brokers have in common? Seamless operations, high retention, and scalable infrastructure. With version 7.44.0, AXIS delivers enhancements that streamline operations, boost client retention, and automate repetitive tasks — while improving daily workflows across the board.
As a trusted forex CRM provider, we continue to strengthen the AXIS CRM BackOffice to meet the evolving needs of MT4, MT5 and cTrader brokers. This QOL update brings purposeful enhancements designed to improve your daily workflows. From expanded language support to smarter account management with safeguards against operational missteps, these upgrades deliver impact where it counts.
Whether you’re handling referrals, managing funding requests, integrating external tools, or evaluating financial insights, this update simplifies your processes — without added complexity. It’s a robust CRM solution built for brokers looking to serve traders better, scale operations efficiently, and stay competitive in the Forex market.
Forex CRM Key Function Update
1. Dynamic Parameters for External Integrations
Now, brokers can seamlessly integrate third-party tools using dynamic parameters in external links. By embedding identifiers like name, email, and user_id into custom navigation pages, the CRM allows FX brokers to automate data transfer and deliver personalized access to each trader — boosting workflow speed and client engagement.
2. Multi-Language Labels for Trader Groups
Global brokers can now configure client group names and descriptions in multiple languages. As a result, traders will see localized labels in their selected portal language, enhancing communication, reducing confusion, and strengthening client relationships across regions.
3. Built-In Safeguards Before Deleting Clients
To minimize operational risk and maintain financial integrity, the CRM system now checks all linked trading accounts for existing balances before allowing client deletion. This avoids orphaned funds and ensures better compliance — a critical feature for any forex brokerage aiming for high standards in risk management.
4. Seamless Currency Control in Account Group Changes
To prevent costly transaction errors, the forex CRM now blocks trading accounts with pending deposits or transfers from being moved to groups with a different base currency. This protects against mismatches and helps brokers maintain consistent, error-free account management.
5. Direct cTrader Account Management in CRM
Brokers can now delete cTrader accounts — individually or in bulk — without needing to access the external trading platform. This simplifies admin workflows and increases back-office control for brokers managing diverse account types.
6. Client Retention Email Notification Tools
Referral Details in Approvals
Admins now receive referral information when requests are approved. This allows introducing brokers and affiliates to be tracked more easily and enhances IB network visibility.
Tailored cTrader Welcome Emails
New cTrader users now receive platform-specific onboarding emails, replacing the generic template. This helps forex brokers in retention and attracting new clients by delivering a more personalized and professional first impression.
7. Upgraded Report Analytics and Referral Insights
Client Activity in Transactions Report
New fields offer insight into unique client counts and transaction volumes (in original currencies), giving brokers actionable analytics for improving payment processing and client retention strategies.
Advanced Referral Filters in the Client Portal
Previously limited to the back office, powerful referral filtering tools are now available to clients. This includes filtering by uplines, downlines, and custom level ranges (0–100), improving transparency and automation in CRM workflows.
Choosing the right forex CRM for Forex brokers in 2025
Brokers in 2025 need more than just a generic forex CRM solution. They need a customizable forex CRM designed specifically for the fast-paced forex environment — one that supports real-time operations, automates admin processes, and provides deep visibility into trader behavior.
Our powerful CRM remains a top CRM choice among brokers, especially for those looking to retain existing clients while attracting new ones in the competitive forex market. Built to address the evolving needs of forex businesses, AXIS continues to set the standard for what a reliable forex system should be.
With these enhancements, we continue to prove why AXIS is one of the best CRM platforms available — an all-in-one forex CRM solution that helps brokers automate, scale, and thrive in the forex world.
Whether you’re transitioning from a generic CRM, choosing the right CRM for the first time, or evaluating advanced CRM solutions, AXIS offers a robust forex CRM platform that delivers unmatched functionality, flexibility, and broker-specific features — all in one purpose-built software for brokers.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider with over 15 years of global presence across Hong Kong, Malaysia, India, Thailand, and Armenia. We deliver performance-driven, bespoke solutions to more than 350 clients in over 50 countries, offering institutional-grade liquidity, brokerage and prop trading solutions.
