A Brokerage CRM You Actually Own and Operate.
Real-time MT4/MT5 sync, automated cashier routing, and event-driven KYC on a single operational ledger.
Why Generic CRMs Fail Brokerages
Salesforce and HubSpot manage leads. They cannot manage floating margin, MT5 user accounts, PSP settlement queues, or lot rebate trees.
Live Equity vs Static Status
Generic CRMs track static sales stages. Brokerexa computes live MT4/MT5 equity, floating PnL, leverage tiers, and margin levels directly from server memory into the desk view.
Single Desk vs Fragmented Portals
Eliminates constant alt-tabbing between MT5 Administrator, payment gateways, KYC portals, and ticketing tools. Every customer action and state is resolved in one place.
Event-Driven Ledger
Deposits, withdrawals, and rebates update platform trading balances immediately upon verified gateway events. No overnight reconciliation files or spreadsheet balance matching.
The Five Core Back-Office Engines
Engineered specifically for FX, CFD, and multi-asset brokerage operations.
Unified Client Record & Live Desk
One authoritative page per trader holding KYC credentials, multi-platform trading accounts (MT4, MT5, cTrader), funding ledger, and immutable desk interaction history.
Event-Driven KYC & Onboarding
Document capture, biometric checks, and sanctions screening stream directly via webhooks. When verified, live trading account limits and deposit capabilities unlock automatically.
Cashier & Multi-PSP Routing Layer
Automated deposit settlement and rule-based withdrawal queues across credit cards, crypto payment rails, and local banking gateways with strict AML limits.
Multi-Tier IB & Affiliate Engine
Hierarchical partner trees with automated lot- and volume-based rebate calculations. Sub-affiliate commissions are credited to partner wallets without manual end-of-month spreadsheets.
Desk Audit Trail & Risk Alerts
Every desk intervention—leverage adjustments, manual balance corrections, ticket overrides—is logged with operator ID and timestamp, backed by continuous margin warning monitors.
Native Integration Matrix
Connect your existing server clusters, payment gateways, and identity providers via production-ready adapters.
Trading Engines
- MetaTrader 4
- MetaTrader 5
- cTrader
- DXtrade
Identity & KYC
- Sumsub
- Veriff
- Shufti Pro
- Ondato
Cashier & Gateways
- Praxis
- BridgerPay
- Match2Pay
- B2BinPay
- Bank Wire / SEPA
APIs & Protocols
- FIX 4.4 / 4.2 Protocol
- REST Client API
- Event Webhooks
- ZeroMQ Bridge
Bring one client record that is currently out of sync.
Pick a client whose balance, KYC status, or rebate calculation disagrees across your existing tools today. We will trace that exact case on Brokerexa in 15 minutes.
Related services
Other parts of the stack this connects to.
Eleven things you can buy.
One operating layer for a brokerage: trading operations, client operations, risk, infrastructure and integrations reading and writing one operational record.
EXPLORE ARCHITECTUREIntroduce us. Take a share.
Introduce a brokerage or prop firm to Brokerexa and take a share of the engagement. Terms agreed in writing before the first introduction.
EXPLORE ARCHITECTUREOne technical team across your stack.
Managed technical support: ticket-based, named technical contacts, incident tracking and escalation across platform, CRM, risk and infrastructure.
EXPLORE ARCHITECTURE