Broker CRM

A Client Experience Built Like a Fintech Product.

Everything a trader needs outside the trading terminal, in one fast, mobile-ready portal under your brand.

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

What clients can do.

See

  • Dashboard
  • Accounts
  • Equity and margin
  • Open positions
  • Trading history

Move money

  • Deposits
  • Withdrawals
  • Internal transfers
  • Statements

Manage

  • KYC and documents
  • Notifications
  • Support requests
  • Security settings

Funding in three steps.

Pick a method, enter an amount, confirm. Limits and fees are shown before the client commits.

portal.clarivon-markets.demoSimulated data

Deposit

DRDaniel Reyes

Fund account 51230

Method
Limits: $100.00 to $250,000.00 per request

Summary

Method
Bank transfer
Fee
$0.00
You will receive
$2,500.00

Payment methods, limits and fees are configured per broker. This brand has multiple providers enabled.

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.