Why AltimaCRM?

All-in-One Forex Brokerage Ecosystem

There is no need to manage multiple vendors. AltimaCRM is everything you need to run your brokerage built into one platform that scales with your growth thanks to itโ€™s complete brokerage infrastructure bundle.

  • Advanced CRM tailored for Forex & CFDs
  • Client & Partner Portals built for conversion and compliance
  • Integrated Trading Platforms (MT4, MT5, cTrader, and AltimaTrader)
  • Built-in VOIP & Communication Tools
  • Multi-Tier IB & Affiliate System with real-time tracking
  • KYC & Payment Gateway Integrations
  • Automated Onboarding & Compliance Flows
  • Dashboard view of AltimaCRM Forex Brokerage CRM
    Multi-tier IB commission tracking interface

    Ultra-Fast Deployment

    Your brokerage will be live in less than a week. We handle the heavy lifting: tech setup, integrations, white labelling, and go-live support.

    Integrated VOIP dialer for Forex sales teams

    Fully Remote, Fully Global

    Operate anywhere. Our cloud-hosted architecture ensures secure, global access, with localized support for different markets.

    Client onboarding KYC module inside AltimaCRM

    Built for Compliance

    From MiFID II to CySEC and beyond, AltimaCRM's compliance-ready workflows, scoring engines, and audit trails have you covered.

    Real-time trading data synced with MT5 platform

    Who Is This For?

    • Entrepreneurs looking to start a Forex brokerage
    • Prop Trading desks expanding into retail
    • Fund managers wanting their own branded trading environment
    • Brokerages switching from legacy CRM systems
    Forex CRM with compliance and audit trail

    What You Get with AltimaCRM

    • CRM: Client Management, Lead Scoring, Sales Pipelines, KYC Flows
    • Trading Platforms: MT4, MT5, cTrader, AltimaTrader
    • VOIP & Communication: Click-to-Call, Call Logs, Agent Routing
    • IB/Affiliate System: Tiered Commissions, Real-Time Reports
    • Client Portal: Account Management, Deposits, Reports
    • KYC & Compliance: Integrated with Sumsub, ShuftiPro, Custom Scoring Engine
    • Payment Gateway Support: Card, Bank, eWallets, Crypto
    • Support Tools: Live Chat, Ticketing, Audit Logs

    Customizable. Scalable. Powerful.

    AltimaCRM lets you customise user journeys, define business rules, and scale seamlessly as your operations grow. Whether you need multi-brand setups, region-specific workflows, or advanced role-based access, we've built it all.

    Customizable,Scalable,Powerful

    Ready to Get Started?

    Book a free consultation with our brokerage experts and get a roadmap tailored to your launch goals.

    Your brokerage can be live within 7 days let's make it happen.

    AltimaCRM is designed to get your brokerage up and running in under 7 days. It includes everything you need, from CRM to trading platform integration, KYC, VOIP, and IB modules.

    Yes. Whether launching your first Forex brand or scaling an existing brokerage, AltimaCRM is built to support businesses at every stage.

    AltimaCRM is natively integrated with MT4, MT5, cTrader, Brokereeโ€™s PropPulse, Sumsub, Voiso, Praxis, and other leading platforms and providers.

    Yes. AltimaCRM supports multi-brand, multi-language, and multi-region deployment with complete access control and encryption at every level.

    Absolutely. AltimaCRM is modular and fully customizable โ€” from dashboards to onboarding flows and reporting logic.

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