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Broker CRM & Technology

The Operating System for Your Brokerage.

Manage clients, trading accounts, IB relationships, finance, KYC, reporting and integrations from one connected platform.

Launch CRM DemoRequest CRM Demo
portal.clarivon-markets.demoSimulated data

Overview

OOperations
Clients4,823
+212 this month
Trading accounts6,912
1.43 per client
Volume, 30 days$284M
+11.4%
Net deposits$757.6K
September to date

Traded volume

7D30D90D

Integrations

  • MT5Clarivon-Live, 38 msOperational
  • LiquidityLP A, LP BOperational
  • PaymentsBank, cardOperational
  • KYCVerification providerOperational
  • APIv1, 99.98% over 30 daysOperational
  • ReportingLast run 06:00 UTCOperational

Deposits vs withdrawals ($M)

KYC queue

  • Hanne LindqvistPassport + utility bill, waiting 2h 14m
  • Mateus BrandtNational ID, waiting 5h 02m
  • Arjun MalhotraPassport + bank statement, waiting 7h 40m

Exposure

EURUSD+24.5
XAUUSD-45.5
GBPUSD+85.7
USDJPY-31.3
US500+22.6
Net lots by symbol. Short left, long right.

Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.

A Client Experience Built Like a Fintech Product.

Your clients judge your brokerage by this screen. It is fast, clear and complete.

Client Portal in detail
portal.clarivon-markets.demoSimulated data

Dashboard

DRDaniel Reyes
MT5 LIVE ACCOUNT51230Clarivon-LiveConnected
Balance$32,870.00
2 accounts
Equity$33,061.40
+0.58% today
Free margin$31,641.40
Used $1,420.00
Margin level2,328%
Open P/L +$191.40

EURUSD

M15H1D1

Wallet

$12,480.55Available to transfer

Open positions

SymbolSideLotsOpenCurrentP/L
EURUSDBuy0.801.08421.0861+$152.00
XAUUSDSell0.102418.62411.3+$73.00
GBPJPYBuy0.30197.42197.25-$33.60

Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.

  • Dashboard
  • Accounts
  • Equity
  • Margin
  • Positions
  • Trading history
  • Deposits
  • Withdrawals
  • Transfers
  • Statements
  • KYC
  • Notifications
  • Support

Turn Your Partner Network Into a Scalable Distribution Channel.

Give introducing brokers the tools to recruit, track and earn, with commission logic you control.

  • Referral links
  • Client tree
  • Sub-IB hierarchy
  • Commission plans
  • Earnings
  • Payouts
  • Reporting
  • Performance analytics
IB Portal in detail
  • Layla OkonkwoMaster IB
    • Noor Al-SayedSub-IB, 41 clients
      • Gulf Traders DeskSub-IB, 18 clients
      • Direct clients23 accounts
    • Aiko TanabeSub-IB, 27 clients
      • Direct clients27 accounts
    • Direct clients78 accounts

One Back Office. Complete Visibility.

Every client, document, payment and position in one place, with permissions for each team.

Back office in detail
portal.clarivon-markets.demoSimulated data

Finance

OOperations
Deposits, September$1,862,400
Withdrawals, September$1,104,850
Awaiting approval3
$24,700
Provider balance$412,880.20
Reconciled 06:00 UTC

Withdrawals awaiting approval

ReferenceClientMethodAmountFlags
WD-77120Daniel ReyesBank transfer$5,000.00None
WD-77118Yuki MorikawaBank transfer$18,500.00Above daily limit
WD-77111Kwame BoatengCard refund$1,200.00None

Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.

  • Client management
  • KYC
  • Finance
  • Trading
  • IB
  • Risk
  • Reporting
  • Reconciliation
  • Support

One Platform. Multiple Broker Brands.

Switch between three demo tenants. The logo, colour, navigation, package, enabled features and legal banner all change. The code does not.

How white-label works
Package
Professional
Domain
portal.clarivon-markets.demo
MT5 server
Clarivon-Live
  • IB portal
  • Multiple payment providers
  • Risk dashboard
  • Reconciliation
  • API access
  • Multiple MT5 servers
  • Multi-brand
portal.clarivon-markets.demoSimulated data

Overview

OOperations
Clients4,823
+212 this month
Trading accounts6,912
1.43 per client
Volume, 30 days$284M
+11.4%
Net deposits$757.6K
September to date

Traded volume

7D30D90D

Integrations

  • MT5Clarivon-Live, 38 msOperational
  • LiquidityLP A, LP BOperational
  • PaymentsBank, cardOperational
  • KYCVerification providerOperational
  • APIv1, 99.98% over 30 daysOperational
  • ReportingLast run 06:00 UTCOperational

Deposits vs withdrawals ($M)

KYC queue

  • Hanne LindqvistPassport + utility bill, waiting 2h 14m
  • Mateus BrandtNational ID, waiting 5h 02m
  • Arjun MalhotraPassport + bank statement, waiting 7h 40m

Exposure

EURUSD+24.5
XAUUSD-45.5
GBPUSD+85.7
USDJPY-31.3
US500+22.6
Net lots by symbol. Short left, long right.

Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.

Configured, not rebuilt.

Each brand is a tenant on the same core platform, with its own settings.

  • Branding
  • Domain
  • Tenant configuration
  • Features
  • Integrations
  • Legal content
  • Packages
  • Permissions
See packages

Common questions.

Is the CRM rented or purchased?

Our standard model is implementation plus recurring platform licensing and hosting. Enterprise and self-hosted arrangements can be structured separately.

Can it connect to MT5?

Yes, subject to the required integration access and infrastructure.

Can we use our own branding?

Yes. Name, logo, colour, domain and legal content are tenant settings.

Request a CRM Demo.

We will walk your team through the client portal, IB portal and back office, using your own workflows as the script.

Request CRM DemoView Live Demo