Client operations
- Forex Brokerage CRM and client management
- Back office and internal administration
- Introducing broker and affiliate management
- Client portal and user roles
Forex Brokerage Solutions
Complete Forex Brokerage Solutions
Everything a Forex business runs on, from one company: CRM and client management, the trading platform, onboarding, partner programmes, payment and liquidity integration, automation, infrastructure and ongoing support. We can guide and help you from the beginning to going live, every step of the way.
What we cover
A brokerage is a chain: someone registers, gets verified, funds an account, trades, and asks for support. Technology either keeps that chain moving or gets in its way.
Forex, crypto, or both. The systems a brokerage runs on — CRM, onboarding, document review, partner management, back office and reporting — do not change with the instrument. Which instruments your trading platform actually offers is configured per deployment and agreed with you in writing, along with the market data and liquidity that go with them. We will tell you plainly what is available today rather than what is possible in principle.
Onboarding and documents
- Onboarding and KYC workflow technology
- Document upload, review and status tracking
- Integration with your chosen verification provider
- Notifications so nothing waits unseen
Trading technology
- sTrader, our own trading platform, branded for you
- Integration with a third-party platform such as MT4 or MT5, where you already run one
- Trading account management from the CRM
- Admin dashboards for the operations team
Money, data and infrastructure
- Payment and API integration
- Reporting for management and operations
- Database design, servers and VPS
- Automation and ongoing technical support
MetaTrader, MT4 and MT5 are trademarks of MetaQuotes Ltd. FIX is a trademark of FIX Protocol Ltd. Aim IT names them to describe what we integrate with. We are not affiliated with, endorsed by, or a reseller for either company.
Automation and Expert Advisors
For traders and partners, not only for brokerages
Plenty of Forex technology is sold only to the people who own the brokerage. The traders and partners who use it every day are left with whatever they are given. We build for them too.
Expert Advisor (EAs), built to your rules
You describe the strategy. We turn it into an Expert Advisor that follows it exactly, including the awkward cases most people forget: partial fills, disconnections, weekends and news gaps.
Strategy to AI automations
Taking something you already trade by hand and making it repeatable, including rule-based and machine-learning approaches where they genuinely help, then testing it against historical data before it touches a live account.
Tools for partners and IBs
Tracking, rebate calculation, client reporting and dashboards, so an introducing broker can see what they have earned without asking anyone for a spreadsheet.
What this is, and what it is not. We write software that follows the rules you give us. We do not provide trading advice, signals, managed accounts or strategies of our own, we make no claim about how any strategy will perform, and past results in a test say nothing about a live market. Trading decisions and their consequences remain entirely yours.
Licensing and liquidity
What we do not provide, and who does
Two things a brokerage needs that are not technology. We are clear about our part in both, because getting this wrong is expensive for you and for us.
Brokerage licensing
Aim IT does not provide, issue, arrange or guarantee a brokerage licence, and we are not a regulator, a law firm or a licensing consultancy. Where you need one, we can refer you to established partners who are authorised in the relevant jurisdiction. The engagement is between you and them, on their terms, and the decision is yours.
Liquidity providers
Aim IT is not a liquidity provider and does not supply, resell or guarantee liquidity, pricing or execution. What we do is the technology: FIX connections and the integration work that joins your platform to whichever provider you appoint. Where you are still choosing, we can refer you to established providers and let you judge them yourself.
A referral is an introduction and nothing more. Aim IT receives no authority over those arrangements, makes no representation about any third party, and accepts no responsibility for their services. Satisfy yourself, and take your own legal advice, before you commit to either.
Our own products
Two platforms you can start from
You do not have to build a brokerage stack from nothing. Two pieces already exist, and both can be customised around your operation.
Forex Brokerage CRM
Where the brokerage runs day to day: clients, leads, accounts, documents, partners, approvals, reports and permissions in one system.
sTrader Trading Platform
Our own trading platform on Android, iOS, Windows, macOS and the web, with all order types, automated trading, and broker selection built in so it can carry your brand.
Brokerage questions
Yes. Where a platform exposes an interface we can integrate with it, so the CRM and the trading side share client and account data. If you would rather own the platform as well, sTrader is the alternative.
That is the point of a custom deployment. Stages, document requirements, approval steps and who is allowed to do what are configured around your process rather than fixed by us.
No. We build the technology that supports your compliance process, such as document workflow, records and reporting. The licence, the legal advice and the regulatory relationship are yours.
On infrastructure you choose. We can run it for you or deliver onto servers your team controls. Either way the database is yours and we document exactly what is stored where.