Is brokerage software the same as a CRM?

The CRM is the largest component of it. Brokerage software also covers the admin back office, the client portal and the commission engine.

MT5 technology

MT5 Brokerage Software

MT5 brokerage software refers to the operational systems a broker runs alongside MetaTrader 5 — client onboarding and KYC, trading account administration, deposit and withdrawal processing, commission calculation, and operational reporting.

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MetaTrader 5 handles execution. It does not handle running a business. Brokerage software is the category name for everything that does.

The operational surface

Think of it in terms of the work a brokerage does every day rather than in terms of modules:

Daily work	What the software has to do
A new client registers	Capture the record, collect documents, route for review
Documents are reviewed	Approve or reject with a reason, recorded against a reviewer
A trading account is needed	Provision it on the platform with the right group and leverage
A deposit arrives	Record it, approve it, apply it, confirm it landed
A withdrawal is requested	Check available balance, route for approval, apply and record
A partner earns commission	Calculate from real volume, attribute correctly, avoid double-crediting
Someone asks what happened	Produce the audit trail

Where operational cost accumulates

Not in any single step — in the handoffs. When approving a deposit in one system means applying it in another, every deposit is two actions and one opportunity for divergence. Multiply by your daily volume and the cost is a person.

What to check before buying

1Can each daily task above be completed in one place?
2What happens when a platform operation fails or times out?
3Can a deposit be credited twice if an approval is double-clicked?
4Can a withdrawal be approved against a stale balance?
5Can support staff be prevented from approving payouts?

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Pricing

Full comparison →

Starter
100 MT5 IDs
$1,000 setup
$1,000/mo
Growth
500 MT5 IDs
$1,500 setup
$1,500/mo
Pro
1,500 MT5 IDs
$2,500 setup
$2,000/mo
Enterprise
Custom / Unlimited MT5 IDs
from $3,500 setup
from $3,000/mo

FAQ

Questions

It handles client onboarding and KYC, trading account administration, deposit and withdrawal processing, commission calculation and operational reporting alongside the MT5 platform.

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Guides

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