Forex Brokerage CRM
Where a brokerage runs day to day: clients, leads, accounts, onboarding, documents, partners, approvals, reporting and permissions.
- For Forex brokerages and financial businesses
- On subscription, and as a white-label platform
Products
Three platforms built and maintained by Aim IT, led by the two that run a brokerage. Every one of them is available on a subscription and as a white-label solution under your own brand.
Where a brokerage runs day to day: clients, leads, accounts, onboarding, documents, partners, approvals, reporting and permissions.
Our own trading platform on Android, iOS, Windows, macOS and the web, with all order types, automated trading and broker selection built in.
Subscribers, packages, billing, RADIUS, payments, network, monitoring and reporting in one place, instead of four systems and a spreadsheet.
Deployment
The product is the same. What changes is how much of it is shaped around you, and who runs the infrastructure underneath.
| Model | What it means |
|---|---|
| Subscription | Our main business. The platform as it is, with updates and support included. |
| White label | The same platform under your own brand, configured around your process. |
| Enterprise deployment | Your own environment and infrastructure, with tighter control over access and data. |
| Custom development | Added where a platform does not reach, usually alongside a subscription. |
No slide deck, and no pretending. You see the software, with sample data, and we answer what it does not do yet.
Fifteen minutes is usually enough to know whether a platform fits at all.
A walkthrough of the real platform with sample data, on the devices your team uses.
What fits, what needs custom work, and what we would not recommend at all.