A forex CRM solution plays a central role in achieving these goals. It is not just another piece of software but the backbone of a modern brokerage. With the right CRM, brokers can manage client relationships, automate compliance, track trades, and retain customers more effectively.
Read MoreI am a CRM consultant with more than 20 years of experience dedicated to creating customized CRM software for the financial sector, with a strong focus on Forex brokerage businesses. Over the years, I have designed and delivered end-to-end CRM solutions that help brokers manage clients more effectively, integrate trading platforms seamlessly, and streamline operations for sustainable growth.
My expertise lies in developing CRM systems that align with the unique requirements of Forex brokers; covering client onboarding, KYC/AML compliance, trading platform integration, partner and affiliate programs, and advanced reporting. By combining deep industry knowledge with technical proficiency, I provide systems that support brokers in improving efficiency, maintaining compliance, and enhancing the trader experience.
Key Areas of Expertise
Forex CRM Design & Development – Tailored systems that manage the complete client lifecycle.
MT4/MT5 Integration – Real-time data sync between trading servers and CRM platforms.
Affiliate & IB Management – Multi-tier tracking, commission automation, and partner portals.
Compliance Workflows – Automated KYC/AML processes integrated into the CRM.
Migration & Optimization – Transitioning brokers from outdated systems to modern CRM solutions.
Technical Skills
CRM Platforms: Custom-built CRMs, SuiteCRM, SugarCRM
Languages & Frameworks: PHP, Laravel, Node.js, React, Angular
Trading APIs: MT4/MT5 Manager API, FIX Protocol
Infrastructure: AWS, Azure, Docker, Git, CI/CD
Third-Party Integrations: Payment gateways, KYC/AML providers (Sumsub, Trulioo, ShuftiPro)
Professional Impact
Delivered CRM solutions to more than 50 Forex brokers worldwide.
Built scalable affiliate/IB programs that handle thousands of active partners.
Reduced client onboarding times by up to 70% through automation.
Supported both regulated and offshore brokers with tailored CRM infrastructures.
Who I Work With
Forex Brokers (startups and established firms)
White Label Providers
Liquidity Providers
Proprietary Trading Firms
Fintech Companies within the FX ecosystem
My Mission
I help Forex brokers gain a competitive edge through smart CRM development. Every solution I build is designed to make client management smoother, compliance stronger, and broker operations more efficient.
If you are looking to launch, upgrade, or optimize your Forex CRM, let’s connect and explore how I can support your business goals.
Website: https://divulge.tech/
Social Links:
MinDomo
Business Listing
Atlassian
Zazzle
ControlC