The Ultimate CRM for Forex Brokers
Drive sustainable growth and operational efficiency into your brokerage with Altima’s Forex CRM. Run daily operations, manage trading accounts, process funds, and ensure compliance, all from one intelligent command centre.
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The Ultimate CRM for Forex Brokers

A comprehensive CRM hub designed to drive success in the chaotic world of Forex brokerage operations

Enable your team to quickly, securely, and precisely handle daily activities
Client Management
  • Full client lifecycle management from lead to active trader
  • Integrated KYC/AML with AI-powered document verification
  • 360° client profiles with trading activity and communication history
Financial Management & Reporting
  • Centralized deposits, withdrawals, internal transfers, and wallet management
  • An in-house built wallet for instant fund transfers between accounts
  • Real-time balance monitoring and automated payment processing
  • Custom financial reports covering P&L, transactions, and activity logs.
Financial Management & Reporting
Trading Account Administration
  • Create, edit, and monitor accounts across integrated trading platforms
  • Adjust balances, margins, bonuses, and leverage from one hub
  • Instant sync with MT4, MT5, cTrader, AltimaTrader, MatchTrader, & Others
Trading Account Administration
Affiliate & IB Management
  • Multi-tier IB commission structures with automated payouts
  • Partner portals with branded referral links and marketing tools
  • Live performance dashboards for transparent reporting
Affiliate & IB Management
Risk & Compliance
  • Risk Scoring & Fraud Detection – Identify suspicious activity with real-time, Strict analysis
  • Automated Document Checks – Integrated with Sumsub KYC. Shufti Pro for fast, secure onboarding and compliance verification
  • AI Verification Module – Powered by Google Vision AI for document recognition and fraud prevention
  • Maintain complete, timestamped records for all compliance actions within the CRM
  • Adapt workflows to meet requirements across multiple jurisdictions
Risk & Compliance
Role-Based Access Control
  • Zero-trust architecture with granular permissions
  • Department, role, or user-level access settings
  • Segregated data for sales, finance, and compliance teams
Role-Based Access Control
Built-In Chat System
  • Integrated live chat for client support and internal team communication
  • Real-time chat history linked to client profiles for better context
  • Secure, compliant, and designed specifically for brokerage workflows
Built-In Chat System
Smart Technology & Real-Time Control
  • Real-Time Notifications – Instant alerts for deposits, withdrawals, trades, wallet activity, and compliance events
  • Push Notifications – Keep clients updated with account changes, promotions, and market alerts
  • AI Verification – Approve accounts in seconds with automated ID, document, and facial recognition checks
  • Omnichannel Communication System – Integrated email, SMS, and chat for seamless client and team communication
  • Follow-Up & Reminder Calendar – Built-in scheduling to track tasks, set up meetings, and client follow-ups directly in the CRM
  • Role-Specific Views> – Simplified, relevant dashboards for sales, compliance, finance, and support teams.
Smart Technology & Real-Time Control
Financial Management & ReportingTrading Account AdministrationAffiliate & IB ManagementRisk & ComplianceRole-Based Access ControlBuilt-In Chat SystemSmart Technology & Real-Time Control
Top-notch
security
Advanced encryption and multi-factor authentication to keep accounts fully protected
Dedicated Account
Managers
Personalized guidance to help clients reach their trading goals faster
Real-Time
Monitoring
Track trades, balances, and market movements as they happen
24/5
Live support
Instant assistance from our expert team whenever you need it, five days a week
All operations are managed from one secure platform
All operations are managed from one secure platform
Centralized control that keeps your entire brokerage connected and protected
Reduced manual work and operational errors
Reduced manual work and operational errors
Smart automation to streamline workflows and boost accuracy
Scalable for multi-brand, multi-platform brokerage setups
Scalable for multi-brand, multi-platform brokerage setups
Flexible architecture that grows with your business
Real-time data for faster decision-making
Real-time data for faster decision-making
Instant insights to react to opportunities the moment they appear
Built-in audit tools for global compliance
Built-in audit tools for global compliance
Stay compliant effortlessly with integrated monitoring and reporting tools

In-House Innovation, Industry-Driven Features

Developed fully in-house and refined over years of working closely with brokers, Altima’s Forex CRM is built on real-world brokerage requirements, not generic templates.

Every feature is designed to solve an operational need, improve client experience, and give you complete control over your business.

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In-House Innovation

Connect the dots
of your Entire Brokerage Ecosystem

AltimaCRM’s Broker Backoffice works seamlessly with your trading platforms, PSPs, liquidity providers, and trusted third-party tools, so your operations stay unified, secure, and ready to scale.

Discover smarter, faster, and fully compliant business operations with AltimaCRM’s Broker Backoffice.

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Brokerage Ecosystem

FAQ

What trading platforms does Altima Forex CRM support?

We support MT4, MT5, cTrader, MatchTrader, AltimaTrader, and more through direct integrations

Is the CRM secure for storing client data?

Yes. We use bank-grade encryption, role-based access control, and regular security audits to protect sensitive
information.

Can I manage multiple brands or entities from one CRM?

Absolutely. The system is designed for multi-brand, multi-platform, and multi-jurisdiction operations.

How fast can new clients be onboarded?

With AI-powered verification, clients can be approved in seconds after submitting documents.

Do you offer a built-in communication tool?

Yes. Our integrated chat system allows both client support and internal team collaboration in one secure environment.

Run your brokerage smarter, faster,
and more securely with Altima Forex CRM.

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