Sales Management Platform For Brokers
Leads arrive from a dozen sources and go cold while your desk works out who owns them. We build the layer that fixes that — automatic routing, a workspace your agents actually want to use, and reporting that shows which campaigns pay for themselves.
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What The Platform Covers
Everything between a lead landing on your site and a funded, retained client — built for how a broker sales floor actually runs.
Lead Capture & Routing
Web forms, affiliate feeds, landing pages and imports flow into one queue, then route by geography, language, desk or round-robin.
Agent Workspace
One screen with the client profile, trading account, deposit history, call log and next action — no tab switching mid-call.
Dialler & Call Logging
Click-to-call through your VoIP provider, with recordings, dispositions and follow-up tasks written back automatically.
Retention Workflows
Automatic tasks when a client stops trading, a deposit fails or a margin call fires, so retention is triggered by behaviour rather than memory.
Commission & Payout Rules
Configurable schemes per desk and per agent — volume, deposit, revenue share or a blend — calculated nightly and auditable.
Management Reporting
Conversion by source, agent and campaign, with cost-per-funded-account so marketing spend can be judged on outcomes.
Features That Change The Numbers
Speed-to-lead alerts
Agents are notified within seconds of a registration, because contact rate collapses after the first few minutes.
Multi-desk hierarchy
Countries, brands, desks and teams, each with their own targets, scripts and visibility rules.
KYC status in-line
Document state and verification blockers sit on the client record so nobody chases a deposit that compliance has frozen.
Templated outreach
Approved email, SMS and WhatsApp templates with merge fields, so messaging stays compliant across the floor.
Full activity timeline
Every call, note, status change and transaction on one chronological trail for audits and handovers.
Target tracking
Daily and monthly targets per agent, with live leaderboards that management can actually trust.
Who We Build Forex Platforms For
Brokers, prop firms, introducing brokers and asset managers across regulated and offshore markets — each with different reporting, risk and compliance requirements.
Talk to our teamTrading Platform Engineering Capabilities
Forex systems are judged under load and under audit. These are the parts we build for both.
Low-latency services
Order and pricing paths written in Go or Rust where microseconds change the fill a client gets.
Trading server integration
MT4, MT5, cTrader and in-house servers connected through their manager, gateway or FIX interfaces.
Risk controls
Exposure limits, margin logic and kill switches evaluated in the trade path rather than in a nightly job.
Auditable ledgers
Every balance movement traceable to the event that caused it, which is what a regulator asks for.
Multi-entity support
Several brands, jurisdictions and reporting sets on one platform without leaking data between them.
Live monitoring
Approval rates, feed health and settlement status alerting before your desk notices a problem.
How We Deliver It
Four phases, each ending in something your desk can log into.
Map the desk
We sit with your sales and retention leads to document how leads flow today, and where they stall.
Integrate the data
Trading server, payment providers and marketing sources connected first, so the platform is built on live records.
Build in sprints
Workspace, routing, reporting and payouts delivered in two-week increments with demos at the end of each.
Roll out by desk
One desk migrates first, we fix what the real world exposes, then the rest follow with training.
Stop Losing Leads To Admin
Tell us how your desk works today and we will map where leads are leaking, then scope a platform that plugs the gaps.
Book a discovery callSales Platform Questions
Everything you need to know about our forex solutions work.