Fox CRM
All-in-One Trading CRM
Unified client and broker management for Forex, Stocks, Crypto, and CFD brokers — from onboarding to compliance to commissions.
Key Features
MT4/MT5 Multi-Server
Connect and manage multiple MetaTrader 4 and 5 servers from a single dashboard with real-time synchronization.
IB Commission Engine
Flexible multi-tier introducing broker commission structures with automated calculations and reporting.
KYC & Compliance
Built-in KYC/AML workflows with document verification, risk scoring, and regulatory reporting.
Fund Management
Deposit, withdrawal, and internal transfer management with multi-currency support and audit trails.
White-Label Portal
Fully brandable client and broker portals with custom themes, logos, and domain configuration.
REST API Hub
Comprehensive API layer for third-party integrations, data export, and custom automation workflows.
Multi-Asset Trading
Unified support for Forex, CFDs, Stocks, Crypto, and Commodities — all from one platform with shared risk and reporting.
PSP Integration Hub
Pre-built integrations with 15+ payment service providers including Banking Circle, CurrencyCloud, Fireblocks, and Monoova.
Risk Dashboard
Real-time risk exposure monitoring with configurable alerts, margin tracking, and portfolio-level P&L visualization.
Business Analytics
Interactive dashboards covering client acquisition, trading volume, revenue, and retention metrics with export capabilities.
Multi-Tenant Architecture
Isolated broker environments sharing infrastructure — each with custom branding, permissions, and data separation.
Affiliate & Partner Network
Full affiliate and partner management with tracking links, conversion attribution, and performance-based commissions.
Notification Engine
Automated email, SMS, and push notification workflows triggered by account events, margin calls, and compliance deadlines.
Ledger & Accounting
Double-entry ledger system with multi-currency accounting, automated reconciliation, and financial report generation.
Migration Toolkit
Data migration tools for importing clients, accounts, and transaction history from competing CRM platforms.
Use Cases
Full-service forex brokerage management from client onboarding to trade execution
CFD provider requiring multi-asset support with integrated risk and compliance
Crypto exchange operations with KYC automation and wallet management
Stock brokerage with IB hierarchies, commission tiers, and regulatory reporting
Prop trading firms managing funded account programs, risk limits, and trader payouts
Multi-entity broker groups requiring consolidated reporting and cross-entity compliance
Ready to get started?
Get in touch with our team to discuss how we can help your business.