BrokerTech CRM
brokertech.ai
Spec sheet
- Purpose
- BrokerTech CRM combines onboarding, KYC, payments, trading accounts, client support and reporting in a branded broker workspace.Read 14 Nov 2026 · brokertech.ai
- Integrations
- Listed connections include MetaTrader 5, cTrader, TradeHawk, Paymaxis, CoinsBuy, Sumsub and Trulioo; the enabled connectors are confirmed per deployment.Read 14 Nov 2026 · brokertech.ai
- Security
- Security measures described include role-based access controls, optional restricted administrative access, operational audit records and HTTPS for public application endpoints.Read 14 Nov 2026 · brokertech.ai
- Support
- Support varies by CRM tier: Starter includes standard support, Professional priority support, and Enterprise 24/7 premium support and an account manager.Read 14 Nov 2026 · brokertech.ai
- Maker
- The maker identifies itself as Brokertech by ITS Ltd and describes itself as a B2B technology provider.Read 14 Nov 2026 · brokertech.ai
- Deployment boundaries
- Broker deployments can use separate environments and databases; backup ownership, retention and restoration responsibilities are defined in the deployment agreement.Read 14 Nov 2026 · brokertech.ai
- IB and partners
- Partner capabilities include partner and admin portals, plan-based hierarchy depth, commission rules and reporting; Enterprise CRM includes IB.Read 14 Nov 2026 · brokertech.ai
- Migration
- The migration assessment is free; CRM migration is capped at $4,000 and IB migration at $3,000, while mobile, trading-platform and plugin work is assessed separately.Read 14 Nov 2026 · brokertech.ai
- Onboarding
- Onboarding supports configurable fields and conditional financial questionnaires, FATCA and PEP declarations, KYC document review, and branded application-form PDFs.Read 14 Nov 2026 · brokertech.ai
- Payments
- Payment workflows include multi-PSP connectivity, deposits and withdrawals, configurable approvals, refunds, transaction history and wallet-to-platform transfers.Read 14 Nov 2026 · brokertech.ai
- Privacy and encryption
- The privacy policy says personal data is protected using encryption in transit and at rest, access controls, regular security audits and secure infrastructure.Read 14 Nov 2026 · brokertech.ai
- Trading connectivity
- The CRM supports connectivity with MT5, cTrader and TradeHawk for trading-account administration.Read 14 Nov 2026 · brokertech.ai
Plans and prices
Mobile CRM App $600 a month Monthly White-labeled branding · iOS client app · Funding requests · Account management Read 14 Nov 2026 · brokertech.ai
IB Basic $1,000 a month Monthly Up to 3 IB levels · Commission tracking · IB partner portal · Standard reports Read 14 Nov 2026 · brokertech.ai
IB Advanced $1,500 a month Monthly Up to 6 IB levels · 6x6 commission matrix · Advanced IB portal · Commission reporting · Multi-currency support · Custom commission rules Read 14 Nov 2026 · brokertech.ai
IB Enterprise $2,000 a month Monthly Unlimited IB levels · Everything in Advanced · White-label IB portal · API access · Custom hierarchy rules · Dedicated support Read 14 Nov 2026 · brokertech.ai
Starter CRM $3,000 a month Monthly Up to 1,000 clients · Core CRM and client portal · KYC and document management · Basic reporting · MT5, cTrader and TradeHawk connectivity · Email notifications · Standard support Read 14 Nov 2026 · brokertech.ai
Professional CRM $5,000 a month Monthly Up to 10,000 clients · Everything in Starter · Copy trading and PAMM/MAM modules · Trading journal · Advanced reporting and analytics · 3 PSP integrations included · Priority support Read 14 Nov 2026 · brokertech.ai
Enterprise CRM $7,500 a month Monthly Unlimited clients · Everything in Professional · Full IB system included: 6x6 matrix · White-label portal · Custom integrations · Dedicated account manager · Contracted SLA and 24/7 premium support Read 14 Nov 2026 · brokertech.ai
Where Specifiction places it
- Forex CRM#3 of 197.8