Forex CRM With a Built-In Trading Platform | AlgoBars

Forex CRM

A forex CRM with
the trading platform built in

The short answer

Most brokers buy a CRM, a trading platform and a back office from different vendors, then pay to connect them. AlgoBars includes them together: a built-in CRM, KYC, a multi-level affiliate system, copy trading, per-broker pricing and a full audit trail, alongside the branded trading platform. Setup is $0 with no monthly fee ($3 per active user a month and $5 per million traded), and you can be live in under 24 hours.

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Last updated · Trading involves risk of loss.

In one back office

  • Built-in CRM
  • KYC with clear status
  • Multi-level affiliate system
  • Copy trading and PAMM
  • Markets, fees and markups per broker
  • Full audit trail of admin actions

Next steps

White-label brokerage platform→

Related answers

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Questions

Simple answers.

Still unsure? Call +1 855-889-6969 or open the live chat. We’re here 24/7.

Does AlgoBars include a forex CRM?

Yes, built in, along with KYC, affiliates and the trading platform.

Do I need separate vendors?

No. The platform and back office come together.

Sources

Competitor prices and limits change. They are shown as published when checked. Trading involves risk of loss.

The problem we remove

The usual way to launch a brokerage, and the AlgoBars way.

Most brokers run on a patchwork of vendors, licences and logins. AlgoBars replaces the patchwork with one branded platform, front office and back office.

The usual wayWith AlgoBars
BeforeSwitching platforms means weeks of migration work, and clients lost along the way.
With AlgoBarsImport your existing users from your current platform, CRM or anywhere you keep them today. Their MT4, MT5 and cTrader accounts connect as they are.
BeforeSeparate payment providers to integrate before clients can deposit or withdraw.
With AlgoBarsDeposits and withdrawals run through built-in payment processing, or connect the payment providers you already use.
BeforePaid ads are restricted for trading products, and acquisition costs run near $1,000 per funded client.
With AlgoBarsIB and affiliate tracking are built in, so you can grow through partners who are paid on results, with no separate affiliate software.
BeforePlatform outages during busy markets cost you clients and reputation.
With AlgoBarsAlgoBars has a 99.9% uptime record.
BeforeClients in many countries need the platform in their own language.
With AlgoBarsThe platform and apps translate automatically into your clients’ languages.
BeforeVendors that control your client data, so leaving is costly.
With AlgoBarsYour clients and your data are yours. Export everything at any time, including if you ever leave.
BeforeSix vendors to stitch together: trading platform, liquidity bridge, CRM, client portal, IB system, copy trading and KYC.
With AlgoBarsOne platform: branded apps, back office, CRM, KYC, IB and affiliate tracking, copy trading and PAMM, from one provider.
BeforeSetup fees and monthly licences before your first client: Match-Trader from $2,500 a month, and MT5 white labels often $2,700 to $11,000 a month.
With AlgoBars$0 setup and no monthly fee. Brokers pay $3 per active user a month plus $5 per million traded, and keep 100% of their markup.
BeforeWeeks or months of integration work before launch.
With AlgoBarsLive in under 24 hours on your own name, logo and domain.
BeforeA separate CRM to license, connect and pay for.
With AlgoBarsThe CRM, back office, KYC and IB system are included at no extra cost.
BeforeWhen something breaks, each vendor points at another.
With AlgoBarsOne provider and 24/7 support for the whole stack.
BeforeClients leave for apps with AI, bots and copy trading.
With AlgoBarsYour clients get AI strategy building, free backtesting, 150+ features and copy trading, under your brand.
BeforeNew clients quit before they learn to trade.
With AlgoBarsFree backtesting, paper trading, market replay and 99 strategy templates help clients learn before they risk money.
BeforeIB disputes when the CRM and the IB system do not talk to each other.
With AlgoBarsIB and affiliate tracking live in the same back office as the CRM, so attribution and commissions come from one record.

Switching

Questions about switching.

Can I use my own payment providers?

Yes. Use the built-in payment processing for deposits and withdrawals, or connect the payment providers you already use.

Who owns my client data?

You do. As a white-label partner you own your client data, including client records, KYC information and trading records, and you can export it at any time, including if you leave.

Can I bring my existing clients?

Yes. Import your existing users from your current trading platform, CRM or anywhere you keep them today. Traders on MT4, MT5 or cTrader keep their accounts, which connect to AlgoBars as they are.

Do I need a separate CRM?

No. The CRM, back office, KYC and IB system are included with the AlgoBars white label at no extra cost.

How many vendors do I need to launch a brokerage on AlgoBars?

One. The branded apps, back office, CRM, KYC, IB tracking, copy trading and PAMM come from AlgoBars, and you can be live in under 24 hours.

Start building today.

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