BROKERAGE TECHNOLOGY

Forex CRM Solution with Forex Manager API

Choose the perfect Forex CRM architecture tailored to your brokerage size — from basic broker CRM to premium enterprise suites with full Forex Manager API integration for MetaTrader 5.

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Forex CRM Dashboard
Basic CRM

Perfect for Startup Brokerages

Get your operations running quickly with essential client management and secure MT5 connectivity.

  • ✓ Client Dashboard:Standard UI for traders to manage profiles and accounts.
  • ✓ Manual KYC Module:Document upload facility for admin review and approval.
  • ✓ Single MT5 Connection:Connect one MetaTrader 5 server seamlessly.
  • ✓ Basic Reporting:Track daily registrations, deposits, and withdrawal requests.
  • ✓ Standard Payment Integration:Integration of up to 2 basic payment gateways (Bank Wire & Crypto).
  • ✓ Support Tickets:Internal ticketing system for client queries.
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Advance CRM

For Growing Brokerages

Scale your operations with automated workflows, advanced analytics, and multi-server capability.

  • ✓ All Basic FeaturesFull Basic CRM feature set included.
  • ✓ Automated KYC:AI-powered document verification with auto-approval workflows.
  • ✓ Multi-MT5 Support:Connect multiple MetaTrader 5 servers across groups.
  • ✓ Advanced Reporting:Detailed analytics on trader activity, PnL, and retention metrics.
  • ✓ IB Module:Multi-level Introducing Broker portal with rebate tracking.
  • ✓ Email Automation:Triggered campaigns for onboarding, deposits, and engagement.
  • ✓ Multiple Payment Gateways:Integration with up to 5 payment providers.
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Premium CRM

Enterprise Brokerage Suite

Full-featured enterprise CRM with white-label branding, custom integrations, and priority support.

  • ✓ All Advance FeaturesComplete Advance CRM suite included.
  • ✓ White-Label Branding:Fully branded UI with your logo, colours, and domain.
  • ✓ Custom API Integration:Connect to third-party services via REST API.
  • ✓ PAMM/MAMM Module:Full social trading and fund management module.
  • ✓ Risk Management Dashboard:Real-time exposure monitoring and alert system.
  • ✓ Dedicated Account Manager:Priority support with dedicated success specialist.
  • ✓ Unlimited Payment Methods:No restrictions on gateway integrations.
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Customizable

Build Your Own CRM Stack

Pick and mix features to build an exact solution for your brokerage model. Full flexibility to assemble what you need.

  • ✓ Module Selection:Choose only the modules relevant to your business.
  • ✓ Custom UI/UX:Completely bespoke interface designed to your specifications.
  • ✓ Phased Rollout:Launch core modules first, expand as you grow.
  • ✓ Dedicated Dev Team:Assigned engineers for custom feature development.
  • ✓ SLA-backed Support:Contractual uptime guarantees and response times.
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FEATURES

What's Inside Every CRM

🔐

KYC & Compliance

Automated document verification and AML screening built into the onboarding flow.

💹

MT5 Integration

Deep MetaTrader 5 server sync — real-time balance, trade, and account data.

💳

Payment Gateway

Multi-gateway deposit and withdrawal processing with instant reconciliation.

📊

Analytics Dashboard

Visual reports on trader activity, conversion rates, and revenue performance.

🤝

IB Management

Multi-tier Introducing Broker structure with automated rebate calculation.

📨

Communication Tools

Integrated email, SMS, and in-platform notification system.

FOREX MANAGER API INTEGRATION

What Is the Forex Manager API for CRM?

The Forex Manager API for CRM is the technical bridge that connects your Forex CRM software directly to your MetaTrader 5 server. Through the Forex Manager API, your CRM can read and write account data in real time — opening and closing accounts, adjusting balances, setting leverage, applying bonuses, and triggering deposits and withdrawals — all without manual admin work. XacUsd's Forex CRM uses the official MT5 Manager API to deliver deep, reliable integration between your broker back-office and the trading platform.

Forex Manager API for CRM

Our Forex CRM uses the Forex Manager API to sync client account data with MetaTrader 5 in real time. Deposits trigger instant balance credit. Withdrawals are processed from within the CRM. Leverage and account group changes are applied immediately via the Manager API — no manual MT5 admin access required. This is the standard architecture for every professional Forex CRM solution.

Forex Manager API for Prop Firm CRM

Prop firm CRM systems use the Forex Manager API differently — to enforce challenge phase rules, monitor drawdown limits, and automatically pass or fail trader evaluations. XacUsd's prop CRM uses the Manager API to read live P&L, block trading when limits are hit, and trigger phase upgrades automatically. This is what separates a real Prop Firm CRM from a generic back-office system. See our dedicated Prop Firm CRM page for full details.

Why the Manager API Matters

Without a proper Forex Manager API integration, your CRM and MT5 server operate in silos — requiring manual intervention for every account action. Brokers using XacUsd's Manager API-integrated CRM process thousands of deposits, withdrawals, account openings, and leverage changes per day fully automatically. This reduces operational cost, eliminates human error, and gives clients a faster, smoother experience that builds trust and retention.

Get a Forex CRM with Full Manager API Integration

Request a free demo of XacUsd's Forex CRM and see the Forex Manager API in action.

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