Broker CRM
One Back Office. Complete Visibility.
The control room for your brokerage. Every team works from the same data with the permissions they need.
Overview
OOperationsTraded volume
7D30D90DIntegrations
- 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
Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.
Nine areas, one login.
Client management
Profiles, accounts, notes and history in one record.
KYC
Review queues, risk flags and document storage.
Finance
Deposits, withdrawal approvals and provider balances.
Trading
Accounts, positions and deals from your MT5 servers.
IB
Partners, plans, accruals and payouts.
Risk
Exposure by symbol, concentration and margin alerts.
Reporting
Scheduled and on-demand reports in PDF and CSV.
Reconciliation
Platform totals checked against provider statements.
Decisions with an audit trail.
Approve a withdrawal or a KYC application below. Every action records who did it and when.
Finance
OOperationsWithdrawals awaiting approval
| Reference | Client | Method | Amount | Flags | |
|---|---|---|---|---|---|
WD-77120 | Daniel Reyes | Bank transfer | $5,000.00 | None | |
WD-77118 | Yuki Morikawa | Bank transfer | $18,500.00 | Above daily limit | |
WD-77111 | Kwame Boateng | Card refund | $1,200.00 | None |
Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.
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.