The Forex CRM that runs your whole back office
Onboard clients, review KYC, create MT5 accounts, approve deposits and withdrawals, pay IB partners and answer support tickets — in one CRM connected directly to your MetaTrader 5 server.
Most brokerages outgrow their first back office quickly
Client data in one tool, MT5 in another, payment approvals in chat, IB commissions in spreadsheets. Every handover is a delay and every copy-paste is a risk.
Without a connected CRM
- MT5 accounts created by hand, sometimes in the wrong group
- KYC documents scattered across email and drives
- Withdrawal requests approved without a clear trail
- IB commissions calculated in spreadsheets each month
- Support questions answered without client context
With DARKLIGHT FX
- MT5 accounts created from the client record into mapped groups
- KYC queue with inline document review and comments
- Role-scoped payment approvals with a full history
- Per-lot IB commissions calculated automatically
- Tickets handled next to the client's account and payments
What's inside the Forex CRM
Client management
Registered users with contact details, verification status, registration date and linked MT5 accounts. Edit profiles and reset passwords from the back office.
MT5 account provisioning
Create live or demo MT5 accounts for a client into the right trading group and leverage, through the Open API Bridge.
KYC applications
Pending and reviewed queues, front and back document previews, approval comments and a reviewed history per client.
Deposits & withdrawals
Request queues filterable by MT5 ID, method and status, with wallet and bank details per request and export to Excel.
Payment methods
USDT wallets, UPI and bank accounts submitted by clients for approval, plus PSP integrations included with your plan.
Trading groups
MT5 groups mirrored in the CRM — standard, ECN, cent or custom tiers — and assigned at registration or later.
Trade history
Balance, equity, margin, free margin and closed orders per account, filtered by date, symbol and status.
Support desk
Tickets in the admin panel with text and voice-note replies, and one-click close when resolved.
Administrative controls
Role-based admin access, an activity feed and audit trail, and manager seats according to your plan.
From sign-up to funded MT5 account
- RegistrationThe client signs up in your branded client area — directly or through an IB referral link.
- KYC reviewDocuments arrive in the KYC queue. Compliance approves with a comment, or Automatic KYC verifies through your provider (Unlimited plan).
- MT5 accountAn account is created in the mapped trading group and the credentials are issued to the client.
- FundingThe deposit request is reviewed by finance and posted to MT5 as a balance operation.
- Ongoing serviceTrades, tickets, withdrawals and IB commissions stay linked to the same client record.
Built around MetaTrader 5, not bolted on
The CRM talks to your MT5 server through our Open API Bridge. Accounts, groups, balance operations and trade history come from the platform of record, so finance, support and compliance all see the same numbers.
- Account creation and group assignment
- Deposits and withdrawals posted as balance operations
- Account health and closed trades read from MT5
What's needed to go live
We handle configuration and integration; a few items have to come from your side because they belong to your licence and contracts.
- You
MT5 server access
A manager account on your MT5 server with the permissions required for account, group and balance operations.
- You
Payment and KYC provider accounts
Merchant accounts with your PSPs and, for Automatic KYC, an account with your KYC provider.
- You
Brand assets and domains
Logo, colours and the domains or sub-domains for your client and partner areas.
- Us
Configuration and integration
Setup, role configuration, group mapping, PSP and KYC connections and end-to-end testing with your team.
Operational controls that come with the CRM
- Least-privilege rolesFinance, compliance and support staff see only their own queues and actions.
- Audit trailApprovals, KYC changes and account actions are recorded with user and time.
- Server-side credentialsMT5 manager and PSP credentials are held on the server, never in the browser.
- Exportable recordsTransaction ledgers export to Excel for reconciliation, reporting and audits.
- Support coverageHelpdesk and emergency support are included on both plans.
What changes for each desk
Operations
One place to onboard, provision and serve clients, instead of switching between tools.
Finance
Clear pending queues, payout details per request and exports for reconciliation.
Compliance
Structured KYC review with comments and a traceable history of every decision.
Partners & sales
Referral links and commission reporting that partners can follow themselves.
Forex CRM pricing
Both plans include the client area, partner area, helpdesk, emergency support and custom development.
| FeatureCompare plans | Standard Top pickFor small brokers and startups, up to 12 managers.$999 / mo | Unlimited For large brokers with unlimited managers.$1,999 / mo |
|---|---|---|
| Manager accounts | Up to 12 | Unlimited |
| Client Area | Included | Included |
| Partner Area | Included | Included |
| Emergency Support | Included | Included |
| Helpdesk | Included | Included |
| Custom Development | Included | Included |
| PSPsNumber of payment service provider integrations included. | 5 | 10 |
| Brokeree PAMM or Social Trading | Not included | Included |
| REST & Client API | Not included | Included |
| Automatic KYCAutomated identity verification through an integrated KYC provider. | Not included | Included |
| Talk to us | Talk to us |
* Prices are per month and do not include the required one-time setup fee for onboarding. Need something in between? Ask for a tailored quote.
Forex CRM questions
Is the CRM only for MetaTrader 5?
MT5 connects natively through our Open API Bridge. We also set up and manage MT4, cTrader, Match-Trader, TradeLocker and DXtrade — see trading platforms — and confirm CRM integration scope for your platform during discovery.
Can clients register through IB referral links?
Yes. Each approved IB has a unique referral link and referred clients are attached to that partner automatically. See IB management.
Which payment methods are supported?
The CRM manages USDT wallets, UPI and bank accounts submitted by clients, and connects to payment service providers — 5 PSP integrations on Standard and 10 on Unlimited.
Can we export data?
Deposit and withdrawal history exports to Excel for finance and reconciliation.
How many staff users can we have?
Up to 12 managers on Standard and unlimited managers on Unlimited.
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.