Use the best Forex CRM
and Forex solutions
to start your company today

If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you.

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The Role of Quality Forex Back-Office Software in Managing Broker Operations


Crypto liquidity


Get New Sales Interface

For brokers looking to skyrocket their sales.

  • Quick Calls and Planned Deposits System
  • Sales Percentage Encouragement System
  • Sales Department Analysis
  • Flagging Promising Leads

Our new Sales Interface is coming soon. But don't delay! You can now to secure a prime spot on our integration list.


Welcome to the easiest way to start a Forex Brokerage company from scratch

If you are an owner of a brokerage company or going to start one, you will probably need the best Forex CRM Solutions. We supply brokers with all core Forex Solutions which help brokerages start or improve their business.

Forex CRM is easy to use. It can be integrated with any trading platform just in one day.

How CRM works?

Forex CRM Admin
Forex CRM Back Office
Forex Trader’s Room
Social trading platform
Sales module
Affiliates multi-level program
  • Connect to the trading platform

  • Add your staff

  • Set rules

    • for back office;
    • for partners;
    • for clients;
  • Set up analytics

  • Customise CRM to fit your style

  • Launch your brokerage!

Watch your clients’ activity

  • Manage partners and IBs

  • Control deposits/ withdrawals

  • Monitor KYC/AML

  • Notify your clients

  • Run marketing campaigns

  • Your clients are happy and active!

  • A client logs in

  • Fills out a KYC form

  • Manager

    • Verified
    • Not verified
  • Chooses an account

  • Deposits

  • Starts trading

  • Withdraws

  • Deposits again!

  • Let your managers keep track of clients

  • Managers see urgent tasks first

  • You can track your managers’ efficiency

  • No client is lost!

  • Invite partners

  • Let partners attract clients

  • Let partners manage their clients

  • Keep track of the IB’s efficiency

  • Enlarge your IB network!


What we suggest

Forex CRM Admin

CRM Admin

Forex CRM Admin

This part of Forex CRM was created to efficiently configure all aspects of CRM operations. There are settings for all the components of your business: marketing, sales, payment system integrations, access rules for company departments, trading platforms, analytics, email communications, KYC, conditions for Introducing Brokers, and so on.


Forex Back Office

This is an interface for your finance department, technical support, and compliance.

Monitor all your clients and their trading activity. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities.

Forex back office is designed for quick management of the company's business processes. Your employees will be able to closely follow client activity:

  • View deposit and withdrawal requests;
  • Approve withdrawal requests and verify documents;
  • See the full history of operations: open accounts, uploaded documents, trading activity;
  • Notify clients about new products and services, provide market analysis;
  • Run marketing promotions, set up personalised offers

Forex Back Office

Forex Back Office

Forex Trader's Room

Forex Trader’s Room

Forex Trader's Room

This is an interface for your customers.

The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. Forex trader’s room at UpTrader is designed in a manner that allows clients to quickly learn their way around and start trading.


Using the trader’s room, your clients will be able to:

  • Log in to the trading terminal directly from the client interface without additional authorization
  • Receive promotional messages, as well as personalised special offers directly in the client interface
  • Register and pass KYC verification in a couple of clicks
  • View the full history of deposits and withdrawals on one page
  • Deposit and withdraw funds using over 30 payment methods
  • Open accounts and set their leverage, currency, and type of order execution
  • Read market analysis and your company news
  • Follow important financial news for more active trading

A multi-level
partnership program

Forex affiliates, or Introducing brokers

Forex affiliates help your business grow fast in different countries at the same time without additional costs for staff and maintenance.

Develop your Forex affiliate network across the world: everyone will be happy to do business with you because the IB reports show data transparently for each client, all calculations are automated, and all data is fully available in the partners' section.

Your partners can get different Excel reports detailing their clients' trading volumes and other data important for their IB rewards. You can also arrange how frequently different types of reports are generated.


Your partners can motivate their clients and attract new ones by using promo banners.


Your partners can see all their clients, trading details, their money, and their activity.


Charts show monthly IB efficiency.


Your partners can see their rewards.


* Excel reports

Forex liquidity and
cryptocurrency liquidity


Why is liquidity important?

Good liquidity, in essence, provides you with the speed of execution on your clients' trades at the best prices with minimal cost. If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them.

If you are looking for a Forex liquidity provider, we can offer you the best one. We deliver deep liquidity pools for:

  • Forex
  • Spot metals
  • CFD on shares, futures, indices, and bonds

We offer liquidity for more than 100 cryptocurrency pairs.

More about liquidity

A few words about us

UpTrader is a trusted Forex CRM provider with over 10 years of experience in Forex solution development. Over 30 products and cloud solutions by UpTrader can meet all the demands of a Forex company: from starting a Forex brokerage firm from scratch to getting more clients and optimizing business processes in your company.

UpTrader offers comprehensive solutions for conquering the financial markets:

  • Forex liquidity
  • White Label social/copy trading platform
  • Crypto liquidity
  • Forex CRM for brokers on all popular trading platforms
  • Forex back office
  • Forex trader's room
About us