A Complete Forex CRM & IB System for MT4/MT5 Brokers

All-in-One Admin Portal · Multi-Level IB System · eKYC · Payment Gateway Integration · Client Portal · In-CRM Trading

Aquariux Fintech
ZenGuard
Gold-i
LMAX Global
MetaQuotes
Aquariux Fintech
ZenGuard
Gold-i
LMAX Global
MetaQuotes
Two iPhones showing TradeWise CRM mobile app - My Clients list and Commission Details screens

Launch Your Brokerage Faster with a Scalable All-in-One CRM

TradeWise CRM is designed to help new and growing Forex brokerages launch quickly and scale with confidence. Built specifically for MT4/MT5 environments, it centralizes your core operations—client onboarding, IB management, payment gateway integration, eKYC, and client analytics—into one seamless system. With an implementation timeline as fast as 7 days, TradeWise CRM enables brokers to go live efficiently and start serving clients without unnecessary delays.

Key Features of TradeWise CRM for MT4/MT5 Brokers

All the Essential Tools You Need to Run and Scale Your Brokerage

Simplifying Every Step of Your Brokerage Operations

From Client Acquisition to Trading and Daily Operations — TradeWise CRM Supports Every Stage of Your Brokerage Growth

  1. Acquire More Clients with Actionable Insights

    Gain real-time insights into your marketing performance. Optimize campaigns to boost conversion rates and acquire high-value traders across global markets.

  2. Faster Onboarding with Global Compliance

    Automated eKYC, document verification, and identity checks ensure fast, secure onboarding while maintaining full regulatory compliance across regions.

  3. Unified Trading Management: Supporting MT4/MT5 and Beyond

    TradeWise CRM integrates not only with MT4/MT5, but also supports connections to other trading systems, bridges, and proprietary platforms. Manage accounts, sync trading data, and monitor activity—all from one CRM.

  4. Smarter Growth with a Flexible IB System

    Customize multi-level IB structures and commission rules. Access real-time performance insights to scale your broker business with full transparency.

Built for the way modern brokers actually run.

Every screen, workflow, and report is designed around a single goal: getting your operations, clients, and partners working in perfect sync from day one.