Automate the repetitive work between payment, KYC and MT5
Connect payment providers, KYC vendors and your own systems to the CRM, then let routine steps — matching deposits, posting MT5 balances, notifying clients — run on rules your team defines.
Manual steps don't scale with client numbers
Checking a PSP dashboard, finding the matching request, crediting MT5 and emailing the client takes minutes per deposit. At a few hundred transactions a day, it becomes a team — and a source of errors.
Manual processing
- Copying references between PSP portals and the CRM
- Crediting MT5 by hand after each confirmation
- KYC documents checked one by one
- Clients chasing status updates
Automated workflows
- PSP callbacks matched to requests automatically
- Approved amounts posted to MT5 through the bridge
- Automatic KYC through your provider
- Status notifications sent at every step
Integrations and automation
PSP integrations
Payment service providers connected to deposit and withdrawal flows — 5 on Standard, 10 on Unlimited.
Deposit automation
Confirmed payments are matched to requests and credited to MT5 according to your rules.
Automatic KYC
Identity verification through an integrated KYC provider, with results stored on the client record (Unlimited).
Automatic IB approval
Optional rules to approve partner applications and issue referral links without manual steps.
Webhooks
Send events such as registrations, KYC decisions and transactions to your own systems.
REST & Client API
Build your own website flows or mobile app on top of the back office (Unlimited).
What connects to what
- MT5 serverThrough the Open API Bridge — accounts, groups, balances, trades.
- Payment providersDeposit and withdrawal flows, callbacks and status updates.
- KYC providerDocument and identity checks for Automatic KYC.
- EmailTransactional notifications to clients and partners.
- Your systemsWebhooks out, REST & Client API in.
What each integration needs
- You
PSP merchant accounts
Active merchant accounts and API credentials from each payment provider you want to connect.
- You
KYC provider account
An account with your chosen KYC vendor for Automatic KYC.
- You
Automation rules
Your limits — for example, which deposits may be credited automatically and which need review.
- Us
Connectors & testing
Connector configuration, callback handling and end-to-end tests before go-live.
Automation with guardrails
- Rules, not blind trustSet amount limits and conditions; anything outside them goes to manual review.
- Server-side credentialsPSP, KYC and MT5 credentials are stored on the server, never exposed to browsers.
- Logged actionsAutomated steps are recorded in the same audit trail as manual ones.
- Provider dependenciesAvailability of PSPs and KYC vendors depends on those providers and your contracts with them.
What automation gives your teams
Finance
Less manual matching and fewer keying errors on deposits.
Compliance
Consistent KYC checks with results stored on the client record.
Technology
Webhooks and APIs to connect the rest of your stack.
Automation questions
Which payment providers do you support?
Tell us which PSPs you use or plan to use. Standard includes 5 PSP integrations and Unlimited includes 10; we'll confirm connector availability for your providers in the demo.
Can every deposit be credited automatically?
You decide. Many brokerages auto-credit confirmed deposits under a set amount and route larger or unusual ones to manual review.
Is the REST & Client API included?
REST & Client API is included on the Unlimited plan. See the documentation overview.
Works alongside
Let's Map Your Brokerage.
Tell us how your desk runs today — platforms, payment methods, partner programmes and team roles. We'll walk you through the modules that fit and outline an implementation plan.