CRM
Forex CRM Software for Brokers
A Forex CRM is the back office a brokerage runs on: it stores client records, moves clients through KYC and onboarding, links them to their trading accounts, processes deposits and withdrawals, and calculates partner commissions. StockVala CRM does all of this under your own brand and connects to your MT5 infrastructure.
Manage clients, accounts, onboarding and brokerage operations.
What StockVala CRM does
A generic sales CRM tracks deals. A Forex CRM tracks money, accounts and compliance — which is a different problem. Your team needs to see a client, the trading accounts attached to them, every deposit and withdrawal against those accounts, their KYC documents, and which partner introduced them, all on one screen.
StockVala CRM is built around that record. Client onboarding, document review, account creation, balance operations and commission calculations run through a single system, so your operations team is not reconciling three tools by hand at the end of every day.
The CRM is delivered under your own brand and domain. Your clients see your business — not ours.
Benefits
One operational surface
Stop switching between a manager terminal, a spreadsheet and a payments inbox.
Your brand end to end
Client-facing portal, emails and domain carry your identity.
Fewer manual errors
Funding and commission logic is applied by the system, not retyped by staff.
Faster client activation
Onboarding, KYC and first deposit run as one flow instead of three handoffs.
Capabilities
StockVala CRM features
Everything included in StockVala CRM, delivered under your own brand.
Client & lead management
A single record per client covering profile, documents, accounts, balances and partner attribution.
KYC & document workflow
Upload, review, approve or reject identity and address documents with a full audit trail.
Trading account provisioning
Create and manage live and demo trading accounts against your MT5 infrastructure from inside the CRM.
Deposits & withdrawals
Request, approve and record funding operations, with configurable approval steps and fee handling.
Internal transfers
Move funds between a client wallet and their trading accounts under controlled rules.
IB & commission engine
Multi-level partner structures with configurable per-lot or percentage commission logic.
Reporting & exports
Operational reporting across clients, funding, trading volume and partner payouts.
Role-based access
Separate what operations, finance, compliance and support staff can each see and do.
Interactive demo
See StockVala CRM in action
Sample data, no signup. Switch sections to see how this module connects to the rest of the stack — or flip between the two portal editions.
Structured client portal for operating desks
DEMO — SAMPLE DATADemo dataLoading Stock Edition portal…
The real Stock Edition portal, running on fictional data · StockVala Demo Server
Open in a new tab →Stock Edition · fictional sample data · StockVala Demo Server
Use cases
Where this fits
- 01
A new brokerage going live
Launch with a working back office instead of building client management from scratch.
- 02
An IB becoming a broker
Move from tracking partners in spreadsheets to a structured commission system.
- 03
Replacing a legacy back office
Consolidate onboarding, funding and partner reporting into one platform.
FAQ
StockVala CRM — questions
Still have a question? See the full FAQ or ask us directly.
Related to StockVala CRM
Products
Run StockVala CRM under your own brand.
Explore the demo, compare the plans, or start a WhatsApp conversation and tell us what you need. We will tell you plainly what we can build and what we cannot.