Power Your Brokerage with an All-in-One Trading CRM
Integrated Brokerage Data Analytics & Real-Time Monitoring
A centralized data view for comprehensive insight into Clients, MT4/MT5 Trading, IB Performance, and Commission Reports.
Real-Time Client & Trading Activity Insights
Monitor client registrations, logins, trading activity, and account balance changes—all updated in real time. Get a clear picture of how your clients interact with your brokerage at every stage.
IB Performance & Commission Analytics
Track multi-level IB performance, commission generation, and downline activity with transparent reporting. Empower your partners with accurate, automated metrics that help them grow faster.
Funding & Platform Analytics in One Dashboard
View deposit/withdrawal statistics, payment channel success rates, MT4/MT5 (and other platforms) account data, open positions, and order history—all in one place. Unify operational and trading insights for smarter, faster decision-making.
Unified Trading CRM for Multi-Platform Execution
Trade Instantly Inside Your Brokerage CRM — All from a Unified Interface
30+
Success Projects
80K+
Satisfied Users
Fully integrated with MT4, MT5, cTrader, AQX Trader, and other leading trading systems — enabling brokers to offer forex, stocks, indices, options, and crypto trading inside one unified CRM. TradeWise CRM synchronizes accounts, balances, and trading activities in real time, allowing clients to execute orders instantly without switching platforms. This seamless workflow improves trading efficiency, reduces friction, and delivers a superior multi-asset trading experience across all supported platforms.
Automated eKYC & Global Client Onboarding
Fast, compliant, and frictionless identity verification designed for modern brokerages.
Country-Specific KYC Configuration
Adapt verification rules based on client nationality, regulatory jurisdiction, and brokerage compliance requirements. Support flexible workflows for forex, CFD, and multi-asset brokerages needing fast onboarding across different regions.
End-to-End Seamless Verification
Automate the entire onboarding flow with OCR document scanning, facial recognition, liveness check, and instant database validation. Reduce manual workload, speed up approval time, and ensure secure, compliant user onboarding.
IB Commission and Affiliate Management System
Supports MT4/MT5 and all your platforms, with advanced, flexible rules and super easy management.
Multi-Tier IB Commission System
Create unlimited IB levels with flexible compensation rules designed to support scalable partner networks and long-term growth.
Advanced Brokerage Commission Rules
Configure detailed commission models by trading platform, instrument type, client group, spread, volume, and other key brokerage parameters.
Cross-Platform Rebate Tracking & Reporting
Consolidate and calculate rebates from MT4, MT5, and multiple trading servers — ensuring accurate, real-time commission insights.
IB Portal for Partner Management
Provide IBs with a dedicated portal to manage clients, track performance, and access transparent, real-time commission reports.
Across All Devices & Platforms
Empower Your Brokerage to Offer Seamless Mobile Trading
TradeWise CRM delivers smooth and consistent access across mobile apps, responsive mobile web, tablets, and desktop devices—ensuring your clients can trade, manage accounts, and stay informed anytime, anywhere.
By supporting modern mobile workflows and online acquisition channels, TradeWise helps brokerages scale more efficiently. Leverage app stores, social media traffic, and data-driven engagement tools to grow your user base and move seamlessly from traditional operations to a fully digital brokerage model.