TradeX CRM
Centralize client registration, KYC workflows, trading account administration, payment requests, partner networks and operational reporting with a brokerage-focused CRM. Deploy TradeX as a standalone product or as part of a complete BridgingFX turnkey solution.
TradeX CRM is the operating core for forex brokerages: one system where client onboarding, account administration, funding operations, and partner management live together instead of across five disconnected tools.
Your team works from role-based dashboards — sales sees the pipeline, finance sees deposits and withdrawals, compliance sees KYC status — while management gets reporting across the whole operation.
Ideal for
- New brokerages that need client onboarding, accounts, and payments working from day one.
- Growing brokers outgrowing spreadsheets and generic CRMs that don't understand trading accounts.
- Multi-brand operations that need separate views per brand with consolidated reporting.
- Brokerages expanding IB and affiliate networks that need commission tracking and payouts.
How it works
- Registration. Clients register through your branded portal; data lands in TradeX automatically.
- Configuration. We configure account types, KYC rules, approval chains, and user roles around your operation.
- Integrations. Trading platforms, payment providers, and KYC services are connected per your stack.
- Operational use. Your team runs onboarding, funding, and partner workflows from role-based dashboards.
- Reporting. Management reviews client activity, funding flow, and IB performance in consolidated reports.
Prefer email? Email an expert about TradeX CRM.
Core features
- Client registration and onboarding workflows
- KYC document collection, verification status, and audit trails
- Trading account administration — live, demo, and multi-account control
- Deposit, withdrawal, and internal transfer request management
- IB and affiliate networks with commission structures and payouts
- Operational reporting across clients, funding, and partners
- Role-based access for sales, finance, compliance, and management
- Notification workflows for pending actions and status changes
Two ways to deploy TradeX
Standalone software
License TradeX CRM on its own — we scope, deploy, and support it around your existing operation.
BridgingFX turnkey
Bundle it into a complete launch package with platforms, liquidity, payments, and support.
Common questions.
Pricing is quoted per deployment based on the modules you need, team size, and whether you take it standalone or as part of a BridgingFX turnkey package. Request a demo and we'll scope it in writing — no hidden tiers.
See TradeX on your data.
A scoped demo on your actual workflows — no obligation, no generic slide deck.