The Forex CRM That Drives Brokerage Growth
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Built for Brokers.
Engineered for Scale.
A generic database can’t power a brokerage. AltimaCRM was created specifically for FX and CFD brokers who need speed, reliability, and control.
It centralizes every stage of your business — sales, onboarding, compliance, client support, and partner management — inside one secure environment. That means no blind spots, no manual gaps, and no wasted time. Whether you’re onboarding your first 500 clients or managing millions of accounts, AltimaCRM grows with you.
Everything your brokerage needs in one CRM,
ready to scale
Each module is powerful on its own, but transformative together.
Lead & Client Management
Capture, qualify, and convert leads efficiently with built-in automation.
AI-Powered KYC
Instant ID and document verification through integrated global providers.
Trading Account Infrastructure
Direct connectivity with MT4, MT5, Match-Trader, DXtrade, and more.
Multi-Tier IB & Partner Management
Hierarchies, rebates, commission tracking, and complete visibility for partners.
Omni-Channel Communication
Email, SMS, chat, VoIP, and push notifications directly within the CRM.
Real-Time Dashboards
Sales pipelines, compliance queues, and trading activity at a glance.
Payment Integrations
Connect PSPs, wallets, and gateways for deposits and withdrawals in one click.
Automated Workflows
Custom rules for approvals, escalations, and compliance checks.
Integration’s
Open integrations with trading platforms, PSPs, and third-party tools.
White-Label Ready
Scale to multiple brands, entities, and jurisdictions under one umbrella.
Why AltimaCRM
AltimaCRM isn’t just client management software, it’s the backbone of brokerage growth
Compliance-First
Built-in encryption, audit trails, and regulator-ready controls ensure you stay protected and inspection-ready at all times
Proven Scalability
Engineered to handle millions of records and high-volume trading activity without slowing down
Globally Trusted
Powering brokerages across multiple regions with the reliability and stability the industry demands
Conversion-Optimized
Frictionless onboarding and integrated verification accelerate time-to-trade and reduce client drop-offs
Retention-Driven
Campaigns, client segmentation, and personalized engagement designed to maximize lifetime value
Actionable Intelligence
Real-time dashboards and analytics give you instant visibility into sales, compliance, and trading performance
