CRM Platform Built for Modern Finance
Manage client relationships, automate compliance, and scale your financial services business with our purpose-built CRM platform.
Everything You Need to Manage Client Relationships
Purpose-built features for financial services professionals
Client Lifecycle Management
Complete visibility into every client journey from onboarding to retention.
- Automated onboarding workflows
- 360-degree client view
- Relationship mapping
KYC/AML Compliance
Built-in compliance tools to meet regulatory requirements effortlessly.
- Automated KYC verification
- AML screening & monitoring
- Regulatory reporting
Trading Account Integration
Seamlessly connect with trading platforms and manage accounts.
- MT4/MT5 integration
- Real-time portfolio tracking
- Automated trade reporting
Document Management
Secure storage and management of all client documents and contracts.
- Encrypted document storage
- E-signature integration
- Version control
Analytics & Reporting
Powerful insights to drive data-driven decisions and growth.
- Custom dashboards
- Performance metrics
- Automated reports
API & Integrations
Connect with your existing tools and build custom workflows.
- RESTful API
- Webhook support
- Third-party integrations
Ready-to-Deploy CRM Solutions
Industry-specific CRM platforms designed for immediate deployment
Forex CRM
Complete solution for Forex Brokers, Stock Brokers & Financial Institutions
Designed for:
- Forex Brokers
- Stock Brokers
- CFD Brokers
- Crypto Exchanges
Key Features:
- Multi-asset trading support
- MT4/MT5/cTrader integration
- IB & Affiliate management
- KYC/AML compliance tools
- Multi-tier partnership programs
- Advanced reporting & analytics
Prop CRM
Tailored platform for Proprietary Trading Firms & Funded Programs
Perfect for:
- Prop Trading Firms
- Funded Trader Programs
- Trading Academies
- Evaluation Companies
Specialized Features:
- Challenge & evaluation management
- Automated trader assessment
- Profit split calculations
- Risk management dashboard
- Scaling plan automation
- Performance analytics & leaderboards
Need a Custom Solution?
We build bespoke CRM platforms tailored to your unique requirements
Custom CRM Development
When off-the-shelf solutions don't fit your unique business model, we create custom CRM platforms from scratch.
- 100% customized to your workflow
- White-label & branded solutions
- Source code ownership options
- Dedicated development team
Not sure which CRM solution is right for your business?
Schedule a free consultationReady to Transform Your Client Management?
Join 97+ financial institutions already using Finmetrik CRM