Core brokerage stack
Give clients a portal they will actually use.
Client Portal centralizes account opening, deposits, withdrawals, identity checks, trading-account management, and notifications in a fully white-labeled interface.
forexcrm.org/client-portal
Client Portal
Your brand. Your clients. Their complete trading home.
White-label
Portal model
Desktop + mobile
Devices
Self-service
Client actions
Core capabilities
Portfolio dashboard with balances, actions, and verification status
Multi-platform trading account management and credential delivery
Deposits, withdrawals, and transaction-history workflows
Guided KYC with document uploads and Veriff status updates
Profile, security, session, and notification settings
Integrated partner and PAMM access where enabled
Business outcomes
Increase client confidence with a premium digital experience
Reduce routine support requests through self-service design
Keep acquisition, funding, and verification journeys inside one flow
Roadmap depth
In-portal live chat
Copy trading
Competition leaderboard
Live preview
Client Portal in action
A representative view of the workflows, metrics, and connected data you get with Client Portal.
Client Portal Dashboard
Live operational mock panel
White-label
Portal model
Desktop + mobile
Devices
Self-service
Client actions
Workflow pipeline
Updated just now
Portfolio dashboard with balances, actions, and verification status
01
Multi-platform trading account management and credential delivery
02
Deposits, withdrawals, and transaction-history workflows
03
Guided KYC with document uploads and Veriff status updates
04
Performance snapshot
Portal modelWhite-label
DevicesDesktop + mobile
Client actionsSelf-service
Recent actions
Increase client confidence with a premium digital experience
Sync1h ago
Reduce routine support requests through self-service design
Approval2h ago
Keep acquisition, funding, and verification journeys inside one flow
Automation3h ago
Connected apps
Compliance DeskPayments HubPartnerHubPAMM
Operational table
Workflow
Owner
Status
Load
Portfolio dashboard with balances, actions, and verification status
Ops team
Live
24%
Multi-platform trading account management and credential delivery
Compliance
Stable
36%
Deposits, withdrawals, and transaction-history workflows
Finance
Monitored
48%
Guided KYC with document uploads and Veriff status updates
Support
Optimized
60%
Profile, security, session, and notification settings
Growth
Ready
72%
Who uses it
Client service
Marketing
Compliance
Typical use cases
White-label onboarding journeys
Self-service deposits and withdrawals
Unified account management for traders
Connected workflows
Compliance Desk
Payments Hub
PartnerHub
PAMM
Related apps
Explore the surrounding workflow.
PartnerHub
The most advanced IB and affiliate management system built for forex brokers.
Run Standard IB, multi-level IB, and CPA acquisition programs from one broker-grade system.
Custom partner applications and approval workflows
Referral links, cookies, and click attribution
Commission engine driven by closed positions and symbol groups
Explore module
Trading Suite
One platform. Four trading engines. Total control.
Operate MT4, MT5, cTrader, and MatchTrader without switching between disconnected admin panels.
Native support for MT4, MT5, cTrader, and MatchTrader
Account type management with group mapping and leverage controls
Multi-account views per client across multiple platforms
Explore module
PAMM
Institutional fund management infrastructure for every broker.
Run master-investor structures with allocation, reporting, fee handling, and operational controls built in.
Master account management and investor linking
Automated trade-share calculations and allocation logic
Rollover handling and investor contribution workflows
Explore module
Get started
See how 20 apps replace your entire brokerage stack.
Share your setup — platforms, regions, partner model — and we'll walk you through exactly how ForexCRM maps to your operation.
Request a personalized demo
Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options