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
Add any new language in 1 day
- KYC Wizard
- Payments Hub
- Multi-Account Management
- Live Chat/Ticketing System
- 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
Multiple pre-set styles available with the option to upload your own distinct designs
Customize the entire system appearance and colour scheme based on your media kit and upload your own logo
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.
Smart Currency Conversion
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.
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.
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.
- 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.
3rd Party Integration
Fully integrated and synchronised with MT4 & MT5 so your clients can manage all accounts without logging in to the trading terminal.
Traders can create live/demo accounts based on broker’s pre-set list of account types.
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)
Extend world-class service and support to your clients with multiple communication touchpoints.
Connect to a vendor of your choice or one of our
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.
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.
Key business insights and dynamic statistics at a glance for an immediate overview of your current business performance.
Client GrowthStay 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
- IB Ranks Distribution
Quickly navigate to the list of tasks that requires your team’s attention.
View deposits & withdrawals summary both in wallets and accounts for easy finance management.
Access top 10 ranking statistics of deposit/withdrawals, trading volume, symbols and more for enhanced risk management.
Multi-Platform & Server
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
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
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
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
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
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
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
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.
- IB Centre
- Client Reports & Requests
- Client Hierarchy Tree
- Commission Details
- Referral Campaigns
- IB Ranks
- Unlimited-tier Commissions
- Deposit Bonuses
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
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
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
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
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
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
- Markup %
- Deposit Bonus
- Real Time
- Promotion Duration
- Event Only
- Client MT/CRM Groups
- Time Range
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
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.