AXIS Forex CRM v7.47.0 Update – 2025 Q2 Quality of Life (QoL) Updates Part 4

Smarter Tools. Seamless Control. Built for Brokers.

This update introduces new forex CRM enhancements designed to help forex brokers manage clients, agreements, notifications, and compliance more efficiently. From flexible agreement configurations to secure bulk actions and clearer transfer details with improved notifications, every update is built to streamline workflows, reduce errors, and enhance the overall client experience.

Whether you’re onboarding new traders, managing transfers, or customizing notifications, this update helps you to operate with greater speed, accuracy, and control.

Forex CRM Key Function Update

1. Multiple Client Agreement Configuration

Previously limited to a single agreement, you can now configure multiple agreements — such as a Master Agreement, Risk Disclosure, and Privacy Statement.

During your clients’ trading account creation, they will be prompted to review and acknowledge each agreement individually, improving transparency and ensuring full KYC and compliance alignment. This feature helps streamline operations, strengthen legal documentation, and elevate overall client management standards.

2. Batch Deletion Confirmation

The new Batch Deletion Confirmation feature adds an extra layer of protection for your client database. Before finalizing removal, a detailed summary lists all selected accounts, allowing brokers to verify entries, adjust selections, and proceed with confidence.

This addition is particularly useful for back office teams managing high-volume account deletions or data maintenance, helping automate repetitive tasks while maintaining full control.

3. Create Demo Accounts for Clients

Brokers can now create demo trading accounts directly from the client portal on behalf of their traders, giving both new and existing clients quick access to explore the trading platform without waiting for manual approvals.

Designed for forex brokerages focused on client acquisition and engagement, this update enhances sales efficiency and conversion performance — all made possible through seamless integration between your CRM and trading platforms.

4. Bonus Payout Cap Removed

The previous 100% cap on bonus payouts relative to deposits has been removed. This gives brokers freedom to tailor their bonus campaigns, run seasonal promotions, or reward high-performing traders with bonuses exceeding the original deposit amount.

By lifting the cap, forex brokers can design more competitive campaigns to boost client retention and loyalty — without system restrictions.

5. Client ID in Transfer Beneficiary Details

6. Enhanced Email Notifications

This update introduces smarter, more informative email communications designed to strengthen client engagement and operational visibility.

New Account Creation Notification
Clients now automatically receive a customizable welcome email upon completing registration. Brokers can personalize this message to include onboarding instructions, portal access details, and a warm introduction to your forex trading ecosystem.

Multi-Factor Authentication (MFA) Deactivation Alert with IP Address
Security gets an upgrade. Every MFA deactivation email now includes the IP address responsible for the action, giving brokers and clients greater visibility and an added layer of verification control.

Together, these features enhance communication, improve client support, and deliver the modern CRM functionalities forex brokerages need to stay competitive in fast-moving markets.

Built for Brokers Who Value Smarter Operations

Every feature in the v7.47.0 release works together to streamline operations, enhance compliance, and empower brokers to manage their forex businesses with greater efficiency and scalability.

From improved back-office tools to customizable workflows and real-time automation, this release showcases how an advanced forex CRM can save time, reduce risk, and elevate the overall trading experience for end clients, affiliates and IBs.