Experience Spectacular.
The Ultimate FX Broker CRM
Forex CRM
In the competitive FX sphere, your brokerage wants to be distinctive yet nimble to dynamic changes. That’s exactly how AXIS was designed.
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.
Best of all, we’re obsessed with constantly upgrading it, and you get to enjoy all these enhancements completely free.
Stay ahead of competition, way ahead.
Engineered for the Modern Forex Brokerage
Zero Setup & Migration Fees
*No migration downtime
Deployable in 24 hrs
Full Trading Platform Integrations
16 Languages
English
Japanese (日本語)
Vietnamese (Tiếng Việt)
Chinese Simplified (简体中文)
Chinese Traditional (繁體中文)
Thai (ไทย)
Turkish
Kurdish (Sorani/Badini)
Indonesia (Bahasa Indo)
Malay (Bahasa)
German (Deutsch)
Spanish (Español)
Arabic (العربية)
Korean (한국인)
Portuguese
Persian (فارسی)
Add a new language in 1 day
Lifetime Free Updates
Frequent enhancement and feature rollouts at no costs.
Client Portal
- KYC Wizard
- Payments Hub
- E-Wallet
- Multi-Account Management
- Live Chat/Ticketing System
- Reporting
- Social Trading
Admin Portal
- Brand Customization
- Client Manangement
- User Role Management
- Approval Management
- Servers & Domains Management
- Analytics Module
- Notifications Module
IB Core Module
- Multi-tier Commission System
- Highly Customizable Rewards Logic
- Expandable Referral Heirarchy
- Flexible Distribution Frequency
- Real-time Commission Calculation
- 7 Commission Types
APP Marketplace
Prop Module
Dedicated Support
Your Fully Branded Brokerage CRM
Deployed within 24 hours.
Experience AXIS Forex CRM in Action
See AXIS as your traders will with our interactive ShowSuite demo.
With simulated live data — including trades, commissions, and client activity — you’ll discover firsthand the CRM powering millions of trades every day.
Our Masterpiece, Yours to Explore.
3m+
Real-time commissions processed daily
600k+
Monthly
Users
120k+
Monthly
IBs
Say hello to a CRM that is uniquely yours.
Create a fully branded CRM that exudes in-house vibes,
with the flexibility to modify anytime you wish via your admin portal.
242 Brokers world-wide are powered by AXIS.
Statistics updated 2026
Login Page
Multiple pre-set styles available with the option to upload your own distinct designs
System UI
Customize the entire system appearance and colour scheme based on your media kit and upload your own logo
Modes
Choose between horizontal and vertical navigation menu as well as dark / light themes
Where utility is everything.
AXIS is power packed with a multitude of features so that your end-users’ trading experience is nothing short of excellence. More than a decade of battle tested experience went into the crafting of a CRM that is intuitive, functional yet impeccably modular.
Integrated with everything that counts
Transform the way your brokerage operates. Unlock new efficiencies and uncover potential you never imagined.
User-friendly
A trader centric design that is easy to use with quick navigation to important actions.
2FA Authentication
Protect your traders’ accounts with additional security through authenticators.
OpenAPI
Integrate easily with external systems for PSPs, marketing, reporting, SMS-services etc.
Responsive
Maintain a professional and
aesthetical look on any screen size.
ReCaptcha
Protection from spam and
abuse by bot attacks.
Scalable
Cloud database infrastructure that scales as you grow for both cost efficiency and optimization.
Bulk Actions
Many functions such as deposit, approvals, banning, edits were built with batch execution.
Encryption
Two-step verification QR code and Scrypt algorithm on passwords are enabled.
Anti-Fraud
Whitelisting functions and alerts
to identify vulnerabilities.
Smart Currency Conversion
Supports multi-currency balances and configurable exchange rates within the CRM wallet.
Audit Log
Examine, diagnose or troubleshoot easily with audit trails for all system actions.
Anti-DDoS
Mandatory SSL encryption and elastic microservices for DDos mitigation.
Supported Platforms
CRM Marketplace Apps
Brokeree Social Trading
SumSub
Autochartist
Stripe
Fireblocks
Match2Pay
Freshworks
Google Analytics
ZenDesk
Aircall
Trading Competition
Shuftipro
and more
PSPs
Supported Channels
Supported Currencies
AUD
BRL
CAD
CNY
CHF
CZK
DKK
EUR
GBP
HKD
HUF
ILS
IND
JPY
KRW
MXN
MYR
NOK
NZD
PHP
PLN
SEK
SGD
THB
TWD
USD
VNDAUDBRLCADCNYCHFCZKDKKEURGBPHKDHUFILSINDJPYKRWMXNMYRNOKNZDPHPPLNSEKSGDTHBTWDUSDVND
OpenAPI Marketplace
Access our expanding ecosystem of applications — including vendor integrations like KYC, VoIP, and live chat — alongside in-house modules such as trading competitions and prop challenges, all designed to power up your brokerage.
Plug-and-Play
Free On-going Updates
Client Management
LiveChat
Engage with your traders through real-time chat, AI-driven chatbots and a robust ticketing system.
LiveAgent
Freshworks
A user-friendly customer engagement tool for real-time support and AI-powered response automation.
HelpCrunch
A multi-channel chat tool to keep you seamlessly connected with your traders everywhere.
Zendesk
AI-powered customer service software to manage client conversations through chat, email, text and more.
Convrs
An omnichannel chat software, offering a wide range of tools for sales, marketing, customer enquiries.
Myntel Chatvisor
Empower traders with real-time, personalized AI trading intelligence.
Launching March 2026.
Tawk.to
Access live chat, ticketing, and knowledge base tools in one widget — free, with optional upgrades.
SumSub
Verify traders online with ease, ensuring KYC and GDPR compliance through fast, secure onboarding solutions.
ShuftiPro
An AI-powered solution for seamless trader onboarding with KYC and AML screening.
Twilio Verify
Easily verify your traders using multiple methods, including SMS, Passkeys, Voice, WhatsApp, Email, and more.
PayPal
Let your traders deposit and withdraw easily and securely through PayPal’s trusted payments system.
ChillPay
Expand your offerings with an online payment service system specializing in Thai Baht, offering a fast and simple setup.
Match2Pay
A crypto payment gateway that enables hassle-free deposits and withdrawals for traders worldwide.
Stripe (Prop Exclusive)
Process Prop Trading participation fees effortlessly with over 100 global payment methods.
Fireblocks
A leading digital asset custody, transfer and settlement platform designed for enhanced security and operational efficiency.
Email Templates Suite
Easily craft tailored emails with our professionally designed templates.
Aircall
Cloud-based phone system with advanced call management features for frictionless customer communications.
Automated IB Promotion
Easily set IB promotion criteria and automate the process for unprecedented efficiency.
Ticket System
Enhance client experience with our Ticketing Module that organizes, tracks, and helps your team manage requests in real-time for quicker resolutions.
Multi-Level Approval
Design and configure multi-level approvals for all client requests to streamline and manage your processes.
Prop Trading Challenge
Instantly launch, customize, and manage multiple Prop Trading Challenges with ease.
Trading Competition
For Brokers looking to launch and automate engaging FX trading competitions with ease.
Deposit Bonus
Create customized campaigns to reward your clients and referrals with deposit bonuses, encouraging increased trading activity.
Coupon & Promo Codes
Craft irresistable offers and turn promotions into powerful magnets for Prop Trading participants.
AI Editor
Launch campaigns and promotions with ease using our AI-powered editor, designed to enhance your content.
FMCA Analytics
Consolidate and transform data from MT4, MT5, and cTrader into actionable insights for business analysis, risk management, and smarter decision-making.
MT4 Comprehensive Report
This powerful tool converts MT4 data into detailed business analytics, enabling more effective risk management.
Brokeree Social Trading
Engage your traders and drive community momentum with seamless social trading.
Autochartist
Gain exclusive free access to powerful signals designed to engage your clients and boost trading activity.
Level2
Allow your traders to create fully automated EAs with no coding required.
MetaTrader 4
A globally renowned trading platform widely used by forex and CFD traders.
MetaTrader 5
The advanced successor to the world’s most popular forex trading platform.
Fortex
A multi-asset trading platform with DMA and institutional grade FIX API.
Dedicated platform for managed prop solutions
cTrader
A leading multi-asset trading platform with built-in algo trading and copy trading features.
PSP Hub OpenAPI
Integrate any Payment Service Provider (PSP) into your CRM effortlessly.
LuqaPay
Enable convenient peer-to-peer deposits and withdrawals via LuqaPay’s Community Bank Transfer method.
Google Analytics & Tag Manager
Seamless event tracking with real-time client insights for higher conversions.
Trading Risk Alerts
Maximize your profits with proactive risk management, powered by real-time alerts and instant notifications.
Paysafe
Accept card, wallets, vouchers, and bank transfers worldwide — all via one secure platform.
The most powerful FX CRM yet.
Experience Spectacular
Already using AXIS?
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Fancy a Demo?
Speak to your dedicated client success manager for exclusive deals and priority access to our Marketplace partners.Client Portal
Cater to every touchpoint of your client’s trading journey and deliver world-class service with a CRM that allows easy navigation to all crucial services and comes seamlessly synced with MT4, MT5, cTrader, ZeroX amongst other trading platforms.
Key Features
Dashboard
Comprehensive overview of all the information that matters to your clients. Highly intuitive for easy navigation to the exact services they need.
Trading Account Info
Display of important information such as balance, commissions, client / referral network growth and more.
Customizable Menu
Brokers can easily edit or add any tab to the navigation menu:
- MT4/5 Terminal Download links
- Embed Web Pages (Promotions etc)
- Document download links
- Widgets, Economic Calendar, Newsfeed, Trade Analysis
Registration & KYC
Tailor a registration procedure that fits your business and regulatory needs. AXIS currently serves FCA, CySEC, FSA compliant brokers amongst many others.
Registration Form
Configure the fields based on your preference, from a hassle free email-only signup to a full length registration. Single step CRM-cum-trading account opening is also an option.
KYC Wizard
Customize multiple levels of KYC, each with corresponding account activities permitted.
3rd Party Integration
Connect to KYC vendors and synchronise data seamlessly for both automated approvals or assisted manual approvals
Multi-Account Management
Fully integrated and synchronised with MT4 & MT5 so your clients can manage all accounts without logging in to the trading terminal.
Account Opening
Traders can create live/demo accounts based on broker’s pre-set list of account types.
Account Settings
Traders can view the respective balances and free margin of all their accounts at once, as well as modify leverage and passwords.
Account Reports
Traders can access compressive reports such as trading history, open & pending orders with real-time data pulled from the MT4/5 platform.
Funds Management
Your clients can easily deposit and send funds instantly to their trading account with our integrated payments hub and e-wallet system.
Deposit (Payments Hub)
Select from any of our preconnected payment services provider or digital currency channels. Alternatively, connect to any electronic money issuer effortlessly with our OpenAPI. Wire transfer is also supported.
Brokers can customize deposit options based on regions/client groups, as well as set related fees.
Transfer (E-Wallet)
The e-wallet system acts a secure vault wallet within the CRM. It allows traders to manage their finances across multiple trading accounts from one place, easily sending funds between their wallet and accounts to avoid margin calls and stop outs.
3rd party inter wallet transfer functions can also be enabled by brokers.
Withdrawal
Traders can store and manage a list of bank accounts for withdrawals and even whitelist these accounts for enhanced security.
Brokers can customize withdrawal form fields and methods based on regions/client groups, as well as set related fees.
Client Support
Extend world-class service and support to your clients with multiple communication touchpoints.
Live Chat
Connect to a vendor of your choice or one of our pre-connected systems.
Ticketing System
Clients can submit tickets with attachments and follow up on any pending requests easily within the ticket center where they can view full conversation logs.
Notifications
Keep your clients up to date on the latest news or on-going promotions by sending notifications via pop-up announcements or emails.
Try a Free Demo
Or let us walk you through
Don’t just hear it from us. Experience our game changing CRM for yourself hands-on in our demo environment.
Admin Portal
Your business management gateway with more than 420 customizable parameters for your specific needs. Easily delegate duties with permissioned user roles with organizational hierarchy and even create an entire IB ecosystem that is unique to your brokerage.
Admin Dashboard
Key business insights and dynamic statistics at a glance for an immediate overview of your current business performance.
Client Growth
Stay on top of your business with comprehensive information at your fingertips:
- Total No. of Clients/IBs
- Client Source Distribution
- Client Regional Distribution
- Open Positions Volume
- New Registrations
- First-time Deposits
- Commissions
- IB Ranks Distribution
Pending Approvals
Quickly navigate to the list of tasks that requires your team’s attention.
Financial Status
View deposits & withdrawals summary both in wallets and accounts for easy finance management.
Business Intelligence
Access top 10 ranking statistics of deposit/withdrawals, trading volume, symbols and more for enhanced risk management.
Infographics
Key Features
Internal Management
Ensure smooth business operations with well defined user roles and privileges. Manage multiple team efficiently without compromising sensitive data.
User Roles
- Highly customizable user roles
- Intricate permission parameters
- Finance related restrictions
- Manage organizational hierarchy
Client Support Team
- Personal data masking
- Perform operations while compliant with privacy laws
- Ticket resolution statistics to score your CS team
Sales Team
- Create sales teams and assign team leaders
- Monitor sales team performance and KPI
Leads Management
Track, score and manage all your leads in one place from acquisition to conversion.
- Batch import function
- Assign leads to sales team
- Lead status management
- Follow up funnel
- Automated registration invitation emails
- Sales can manually create accounts for leads to facilitate closing and conversion to clients
Client Management
View, sort and manage all client details in a single directory.
- View full client details –
KYC status, referral/sponsor, commissions, balances, transaction etc. - Edit client details with automated trading account synchronisation
- Assign sales agent and monitor follow-up
- Manual client creation/removal
- Smart query
- Export function
Approval Management
Map your preferred approval architecture and workflow for any business function.
- Approval framework creation –
account opening, leverage update, withdrawal/transfer process, KYC etc. - Multi-layer review process with designated approver & comments tagging for easy follow up of each step
- Fully/semi-automated approvals based on pre-set parameters such as monetary threshold for deposit/withdrawals
- Withdrawal warning prompts to prevent liquidation risk
- Bulk approval/rejections
- All approved setting changes are automatically synced with MT4 & MT5
- Automated email notification to clients upon request completion with optional rejection message
- Notifications to admin upon client request submission for immediate attention
Multi-Platform & Server
Connect multiple MT4 and MT5 servers simultaneously to one CRM.
- Unlimited server connections for future-proof scaling
- Supports both real & demo servers
- Supports multiple server time zones
Multi-Domain
Different domains for different countries or markets can all point to one CRM.
- SSL certificate verification
- Failover switching mechanism in scenarios such as end user ISP issues, DNS issues or firewall
- Market segmentation
Analytics Module
Highly detailed reports made for easy viewing.
- Export function
- Comprehensive data filter for many use cases and actionable logic:
- KYC filter – incomplete and require prompting
- First deposit filter – sales team to follow up
- Balance filter – identify VIP clients
- Birth date filter – greetings or promotions
- Top profit clients – promote results and much more
- Custom permissioned access
- Generate reports easily without logging into MT4 & MT5
Notifications Module
Craft and broadcast any announcements or promotions to your clients easily through popup notification or email.
- Cater messages to specific client groups
- Supports images & attachments
- Store drafts
- Preview before sending
- Prebuilt email design templates
- Customize and store email templates
Audit Module
All administrator operation logs can be queried for data integrity and enhanced security.
- Complete audit trail
- Encompasses all business functions
- IP and timestamp traceability
- Unusual IP detection for fraud detection
- Non-expiry logs for compliance and regulatory requirements
IB Core Module
Integrated as part of both the client and admin portal, the IB core module allows any trader to become your business partner.
Deploy the industry’s most powerful multi-tier marketing tool and let your IBs, partners and affiliates unlock their full potential.
Key Features
Client Portal
- IB Centre
- Client Reports & Requests
- Client Hierarchy Tree
- Commission Details
Admin Portal
- Referral Campaigns
- IB Ranks
- Unlimited-tier Commissions
- Deposit Bonuses
IB Centre
Allow your partnering IBs to track their daily progress and manage their business with absolute ease.
- Referral network list overview
- Dynamic data display for daily performance
- Personal affiliate link for online marketing and easy sponsoring
Client Hierarchy Tree
Enable your IBs effective oversight of their network expansion and strategize rank promotions.
- Fully expandable network tree showcasing client relationship, tier and trading account
- Complete client details
(based on accessibility settings by broker) - Smart query function
Client Reports & Requests
Give your IBs greater insights into the trading patterns, funds movement and activities of their client network for better management.
IBs can view clients’:
- Deposit/withdrawal history
- Transaction order history
- Open positions
- Submitted account requests
- Subordinate IB commission breakdown
Commission Details
Keep your IBs motivated with detailed and transparent commission income breakdown.
- Real time transparent data
- Sort data – time, symbol, type
- Export and integrate with advanced analytic tools
Referral Campaigns
Kick start marketing campaigns with ease using pre-set matrices to create highly tailored promotional links.
- Supports multiple ongoing campaigns
- Customizable target audience
- Promotions can be specific to domain or even particular IBs
- Promotion links can be tied to servers or MT groups
- Can be assigned to sales team
Unlimited-tier Commissions
Have full control and flexibility in designing ideal commission schemes for your introducing brokers (IBs) and affiliates with hundreds of customizable combinations.
- Multi-tier commissions with no limit to number of levels
- Commission plans can be specific to symbol group, MT group or IBs
- Commissions can be rebated to e-wallet or trading account
- Supports overriding as well as same-tier rebates
- Anti-scalping mechanism to prevent commission churning risks
- Flexibility to customize commissions for specific individuals
IB Ranks
Build a unique IB and affiliate ecosystem that can rapidly broaden your business frontier.
- Set the number of levels of IB ranks
- Customize names for each rank
- Grant different permissions and information access based on rank
- Automated rank promotion based on pre-set conditions
- Support reassignment of IB to another hierarchy with bulk movement of network
Deposit Bonuses
Automated rewards to both referrals and clients based on new deposits.
- Many customizable trigger conditions –
Target Deposit Amount with multiple tiers
Optional Trade Volume Requirement
Multiple Deposit Intervals
Client Group - Set bonus ratio between referrer (IB) /client
- Bonus can be paid as credits or deposited to trading account or e-wallet
- Bonus can be percentage of deposits or fixed amounts
- Lots
- Spreads
- PIPs
- Markup %
- Deposit Bonus
- Fixed/Variable
- Trading Platform Comms %
- Real Time
- Promotion Duration
- Hourly
- Daily
- Weekly
- Monthly
- Event Only
- Client MT/CRM Groups
- Region
- Time Range
- Servers
- Symbols
Mobile Optimized
Anytime, anywhere.
The epitome of business on-the-go. Your traders and IBs manage all their trading accounts and affiliate campaigns in one powerful App, while your team can continue to manage the business remotely wherever they may be without compromise.
Contact Your Client Success Manager for the APK Download.
English
Japanese (日本語)
Vietnamese (Tiếng Việt)
Chinese Simplified (简体中文)
Chinese Traditional (繁體中文)
Thai (ไทย)
Turkish
Kurdish (Sorani/Badini)
Indonesia (Bahasa Indo)
Malay (Bahasa)
German (Deutsch)
Spanish (Español)
Arabic (العربية)
Korean (한국인)
Portuguese
Persian (فارسی)
Add any new language in 24 hours
Experience
Spectacular.
Whether you are a brand new broker or industry veteran, AXIS has everything you need and more. Migrate easily without hassle. We’ve got your back and that’s our guarantee.
Let’s have your CRM ready in 24 hours
Frequently Asked Questions
Find answers to the most common questions about our Forex CRM, from features and benefits to setup and integration.
Our Solution Suite
Prop Trading Solutions
FX TradingPlatform
Multi-Asset Liquidity
FX BrokerageCRM
