Home
Directory/CRM and Back Office
CRM and Back Office
The client-facing experience is a core part of every brokerage’s setup. This category covers client portals, onboarding flows, account management interfaces, and webtraders that help brokers register clients, manage accounts, and provide browser-based access to trading.
Providers
  • Alfa Algorithms — Provides CFD brokers with CRM and back-office solutions alongside its trading technology stack, helping manage client operations, internal workflows, and brokerage infrastructure.
  • B2BROKER / B2CORE — All-in-one CRM and back-office platform for brokers, with trader’s room, client management, and brokerage operations tooling.
  • CurrentDesk — Complete broker software suite combining CRM, back office, client portal, partner management, and MT4/MT5 integrations.
  • Dynamic Works / Syntellicore — CRM and back-office platform for forex brokerages with trader’s room, IB/affiliate tools, mobile app, and trading-platform integrations.
  • ForexCRM.ca — Forex brokerage CRM platform with client portal, admin panel, partner/IB panel, and MT4/MT5 integration.
  • FX Back Office (FXBO) — Longstanding forex CRM and back-office provider with client area, customization, and broad third-party integrations.
  • FYNXT — Modular broker operating platform for FX, CFD, and multi-asset firms that combines CRM, client portal, onboarding, IB management, and back-office workflows in one system.
  • Intivion / AltimaCRM — Broker technology provider offering CRM as part of a wider suite for forex brokers, CFD platforms, and prop firms.
  • Leverate — Brokerage CRM and back-office stack with client portal, broker tools, and affiliate/IB functionality as part of its wider broker offering.
  • Match-Trade — Client Office and Forex CRM platform for brokers with account automation and integrations to major trading platforms.
  • Skale CRM — skalecrm.com — Forex- and prop-focused CRM platform with client portal, integrations, compliance tooling, and operational workflows built specifically for brokers.
  • TradeCore — Unified CRM and back-office platform for FX/CFD brokers, built around onboarding, payments, compliance, and platform integrations.
  • T-Teck — Broker CRM and back-office provider with built-in business intelligence and reporting tools aimed at financial-services operations.
  • UpTrader — Forex CRM suite with sales module, trader’s room, and forex back office for managing clients, affiliates, payments, and trading activity.
Resources
Stay Connected
AllCFD helps you navigate the complex world of CFD brokerage technology. Follow us for insights and updates.
info@allcfd.com
© 2026 AllCFD. All rights reserved.