The Ultimate FX Broker CRM
FX Broker 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.
Stay ahead of competition, way ahead.
Engineered for the modern brokerage
SaaS Model, Zero Setup Fee
Deployable in 24 hrs
Full Trading Platform Integrations
13 Languages
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)
Portuguese
Add any new language in 1 day
Client Portal
- KYC Wizard
- Payments Hub
- E-Wallet
- Multi-Account Management
- Live Chat/Ticketing System
- Reporting
Admin Portal
- Brand Customization
- Client Management
- Approval Management
- Servers & Domains Management
- Analytics Module
- Notifications Module
IB Core Module
- Multi-tier Commission System
- Flexible Distribution Frequency
- Highly Customizable Rewards Logic
- Real-time Commission Calculation
- Expandable Referral Hierarchy
- 7 Commission Types
Your Fully Branded Brokerage CRM
Deployed within 24 hours.
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.
163 Brokers world-wide are powered by AXIS.
Statistics updated 2023
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.
User-friendly
2FA Authentication
Open API
Responsive
ReCaptcha
Scalable
Bulk Actions
Encryption
Anti-Fraud
Smart Currency Conversion
Audit Log
Anti-DDoS
Supported Platforms
Integrated PSPs
Supported Channels
Open API Marketplace
Access our ever expanding ecosystem of Plug-and-Play applications such as KYC, VoIP, Live Chat and many value-added vendor integrations to boost your brokerage.
Install with one-click and use immediately.
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
- 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
KYC Wizard
3rd Party Integration
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
Account Reports
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)
Transfer (E-Wallet)
Withdrawal
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
Notifications
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 350 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.
- Highly customizable user roles
- Intricate permission parameters
- Finance related restrictions
- Manage organizational hierarchy
- Personal data masking
- Perform operations while compliant with privacy laws
- Ticket resolution statistics to score your CS 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
- 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.
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)
Portuguese
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.
Our Solution Suite
Multi-Asset Liquidity
Access more than 1800 instruments including digital asset CFDs, with spreads from zero.
FX Brokerage CRM
a powerful SaaS CRM complete with multi-tiered affiliate modules.
Investment Tools
Ancillary Services
