Brokerage CRM
Brokerage CRMEngineered for the Modern Brokerage
The AXIS CRM suite comes power-packed with a vast spectrum of fully-customizable features to create a CRM perfect for your business.
Built with a sophisticated affiliate system at the core, accelerate your business through IB expansion and grow your dominance in the brokerage industry today.
View our latest update log (V5.1) here.
Client Portal
IB/Affiliate Module
Payment Hub
Analytics Module
Integrated Live Chat/ Ticketing System
Admin Module
SaaS Model
English
Japanese (日本語)
Vietnamese (Tiếng Việt)
Chinese Traditional (繁體中文)
Chinese Simplified (简体中文)
Thai (ไทย)
Turkish
Indonesia (Bahasa Indo)
German (Deutsch)
Spanish (Español)
Arabic (العربية)
Korean (한국인)
PortugueseMulti-Language
Your Fully Branded Brokerage CRM
Deployed within 24 hours.A.X.I.S.
Affiliate eXpansion Integrated System
Bespoke: Fully modular and customizable to your unique business model
Turnkey: Tailored and deployed within 1 business day for both existing and new brokers
Comprehensive: Single platform to manage clients and admin
Seamless: Open API infrastracture for easy integration
Powerful IB Module:
Multi-tiered commission system
Wide range of commission schemes supported – based on pips or lots, by dollar value or percentage, the decision is yours
Real-time commission calculations
Flexible commission distribution period (daily, weekly, monthly)
And many more intricate settings to fit your brokerage needs
What can AXIS Do For Your Brokerage?
Experience the seamlessness of a CRM that enhances every touchpoint of your client’s journey with full access to a comprehensive suite of operational-optimization tools.
CRM Customization
Create a truly distinctive brand that stands out from competition
- Fully branded and customizable features including background, content, and buttons
- Multi-language support with more than 10 in-built default languages
- Express log-in
- Integration with payment gateways and KYC providers
- Digital asset deposits
- Smart currency conversion
- Affiliate module
- Admin module
- Specialised reporting/query functions
- 2FA login authentication
- Multilingual livechat/message ticketing system
- Pre-set colour palette options with light/dark modes
Client Portal
Allow your clients to access and manage essential information at a glance via an intuitive dashboard
- Account balance and overview
- Daily commission earned
- Generation of unique QR codes for affiliate referrals
- IB promotion pipeline
- Create and manage both live/demo accounts
- Manage deposit and withdrawals
- KYC information
- Leverage change options
Leads Management
Enhance your lead acquisition, conversion and retention with an omni-channel synergistic solution
- Manage leads efficiently with batch distribution functions
- Assign leads to respective members of the sales team for follow up action
- Streamline client data and records and plan the sales pipeline
Integrated PSPs
Connect to any payment services provider or electronic money issuer of your choice effortlessly with our open API. Alternatively, select any of the preconnected vendors in our Payment Hub
Smart Currency Converter
Automatically convert any deposited currency, both fiat and digital assets, directly in to the preferred currency denomination of the trading accounts
KYC Customization
Tailor your KYC process based on the compliance and regulatory requirements of your operational jurisdiction
- Simplified KYC processing for admins and clients
- Increase client verification rate with auto-reminders and alerts
- Pre-set approval parameters for automated credential verification
MT4/5 Trading Platforms/Plugins Integration
Fully integrated with the world’s most popular trading platform and compatible with proprietary plugins
- Seamlessly connected to MT4/MT5 with full branding customization
- MT4/5 Manager compatible
- PAMM module
- Multi-device synchronization across desktop and mobile terminals
- Easy setup of live and demo accounts
- Platform access rights
- Group and leverage configuration
Integrated Live Chat System
Handle client queries and trader requirements with a request ticket management system, coupled with multilingual customer live-chat services
- Multi-language live chat support
- Chatbot and personalised support interaction capabilities
- Automated ticketing system with customisable assignment rules and ticket transfer conditions
- Full integration with groupware & online collaboration providers
Email Automation System
Integrated automated direct mailing tool to enhance efficiency and scale of notification delivery to clients
- Automatic notifications with triggered actions such as deposit and withdrawal review, KYC review, account opening, etc.
- Targeted messaging with customer segmentation by filters, preferences and actions
- Save time staying connected with timed holiday greetings important broadcasts
Cloud Hosting
Seamless Accessibility
Manage your clients and business from anywhere in the world with round-the-clock, multi-device access to our cloud database. Execute services and updates remotely with your team.
Scale As You Grow
Achieve both cost efficiency and operational optimization on a SaaS infrastructure and enjoy a flexible pay-as-you-go model.
Data Protection
Multi-Tier Permission Control
User role customization: Admin, Sales, Customer Service, Finance etc
Anti-DDoS Technology
- Mandatory SSL certificate encryption
- Elastically scale back-end microservices to fundamentally resolve DDoS
Encryption Technology
- Scrypt algorithm used for password to ensure enhanced security
- Extra protection for each user with two-step verification QR code
Mobile-Friendly
Your clients and IBs will be able to log in to the client portal from any mobile device with no comprise on functionality. You can also access the admin module conveniently on-the-go
Your CRM Ready in 24 hours
Our Solution Suite
Multi-Asset Liquidity
Access more than 1000 instruments including digital asset CFDs, with spreads from zero.
Brokerage CRM
Grow your client with optimized affiliate and administrative back-end CRM modules.
Investment Tools
Introduce your clients to the smarter, faster and easier way of making investments.
Ancillary Services
Get your brokerage up and running with the proper business foundation.
Data Security Centre
Shield and secure your business against all cyber threats and vulnerabilities.
