Products · Clients & Trading Accounts

One timeline for every client.

Calls, notes, documents, deposits, trades, and KYC status — one record from first click to funded account, with MT5 and cTrader balances synced live.

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100%of client interactions on one timeline

LiveMT5 / cTrader balance and equity sync

3 stepsdeposit funnel tracked per client

Capabilities

The whole story, in order.

No more asking three teams what happened with a client — the record answers.

Unified client record

Profile, accounts, wallets, documents, and every interaction in one place, shared by every role that's allowed to see it.

KYC status inline on the record

Role-scoped visibility

Live trading accounts

Balances, equity, margin, and trade-level data synced from MetaTrader 5 and cTrader in real time.

Account creation from inside CRMX

Trade history on the client timeline

Deposit journey

Deposit steps 1–3 tracked per client so sales knows exactly who is stuck where — and why.

Funnel view per desk and agent

Stalled-deposit alerts

When a client calls, the agent sees the deposit that settled this morning, the KYC document expiring next month, and the last three conversations. That used to take four tabs.

Layla HaddadRetention Team Lead (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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