BROKER.OS
HOME / Broker CRM
> LOAD BROKER CRM

BROKER CRM

Operational CRM layer connecting acquisition, onboarding, client services and trading-account workflows.

> REQUEST_DEPLOYMENT> OPEN_TERMINAL
ARCHITECTUREREADY
[LEADS]
   │
 [CRM]
 ├─ KYC
 ├─ ACCOUNTS
 ├─ PAYMENTS
 ├─ IB
 └─ SUPPORT
   │
[TRADING CORE]
> MODULES

System Capabilities

Lead Management

Capture and manage commercial opportunities and onboarding status.

Client Onboarding

Structured client-registration and account-opening workflows.

KYC Integration

Connection point for supported verification providers.

Payments

Deposit, withdrawal and transaction-status workflows.

IB / Affiliate

Partner, referral and commission-management concepts.

Client Support

Operational case and client-service workflows.

> RELATED /MODULES

Related Systems

> DEPLOYMENT

Build the Required Stack

Combine platform, connectivity, liquidity, risk, CRM and infrastructure modules for the target operating model.

> CONTACT