About TradeWise CRM
Launch Your Brokerage Faster with a Scalable All-in-One CRM
TradeWise CRM is designed to help new and growing Forex brokerages launch quickly and scale with confidence. Built specifically for MT4/MT5 environments, it centralizes your core operations—client onboarding, IB management, payment gateway integration, eKYC, and client analytics—into one seamless system. With an implementation timeline as fast as 7 days, TradeWise CRM enables brokers to go live efficiently and start serving clients without unnecessary delays.
Key Features of TradeWise CRM for MT4/MT5 Brokers
All the Essential Tools You Need to Run and Scale Your Brokerage
Multi-Level IB & Affiliate System
Manage unlimited IB tiers with automated commission tracking, real-time reporting, and transparent performance insights for both brokers and partners.
Client Portal — Trading & Account Management
A seamless trader dashboard where clients can register, complete eKYC, manage accounts and funds, and trade directly inside the CRM. Paired with our mobile app for complete access on the go.
Admin Portal — Total Oversight for Broker Operations
Streamline your operations with centralized tools for client monitoring, account management, deposit & withdrawal approvals, risk controls, and platform configuration.
Integrated eKYC Verification
Fast and secure identity verification with supported global KYC vendors. Automated checks and status updates help you meet compliance with less manual work.
Payment Gateway Integrations
Connect multiple funding channels — cards, bank transfers, local payment methods, PSPs, and crypto — for a frictionless deposit and withdrawal experience.
Analytics & Business Insights
Interactive dashboards offering real-time insights on trading activity, deposits, IB performance, and operational metrics — empowering brokers to make faster, smarter decisions.
Simplifying Every Step of Your Brokerage Operations
From Client Acquisition to Trading and Daily Operations — TradeWise CRM Supports Every Stage of Your Brokerage Growth
1Acquire More Clients with Actionable Insights
Gain real-time insights into your marketing performance. Optimize campaigns to boost conversion rates and acquire high-value traders across global markets.
2Faster Onboarding with Global Compliance
Automated eKYC, document verification, and identity checks ensure fast, secure onboarding while maintaining full regulatory compliance across regions.
3Unified Trading Management: Supporting MT4/MT5 and Beyond
TradeWise CRM integrates not only with MT4/MT5, but also supports connections to other trading systems, bridges, and proprietary platforms. Manage accounts, sync trading data, and monitor activity—all from one CRM.
4Smarter Growth with a Flexible IB System
Customize multi-level IB structures and commission rules. Access real-time performance insights to scale your broker business with full transparency.
