BrokerTech CRM
The facts below are what the maker publishes about BrokerTech CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From BrokerTech CRM's own pricing page, checked 14 Nov 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Mobile CRM App | $600 a month | White-labeled branding · iOS client app · Funding requests · Account management · Monthly |
| IB Basic | $1,000 a month | Up to 3 IB levels · Commission tracking · IB partner portal · Standard reports · Monthly |
| IB Advanced | $1,500 a month | Up to 6 IB levels · 6x6 commission matrix · Advanced IB portal · Commission reporting · Multi-currency support · Custom commission rules · Monthly |
| IB Enterprise | $2,000 a month | Unlimited IB levels · Everything in Advanced · White-label IB portal · API access · Custom hierarchy rules · Dedicated support · Monthly |
| Starter CRM | $3,000 a month | Up to 1,000 clients · Core CRM and client portal · KYC and document management · Basic reporting · MT5, cTrader and TradeHawk connectivity · Email notifications · Standard support · Monthly |
| Professional CRM | $5,000 a month | Up to 10,000 clients · Everything in Starter · Copy trading and PAMM/MAM modules · Trading journal · Advanced reporting and analytics · 3 PSP integrations included · Priority support · Monthly |
| Enterprise CRM | $7,500 a month | Unlimited clients · Everything in Professional · Full IB system included: 6x6 matrix · White-label portal · Custom integrations · Dedicated account manager · Contracted SLA and 24/7 premium support · Monthly |
The facts
Each one read from BrokerTech CRM's own pages, with the date it was checked.
What it does
- Deployment boundaries
- Broker deployments can use separate environments and databases; backup ownership, retention and restoration responsibilities are defined in the deployment agreement.checked 14 Nov 2026
- IB and partners
- Partner capabilities include partner and admin portals, plan-based hierarchy depth, commission rules and reporting; Enterprise CRM includes IB.checked 14 Nov 2026
- Integrations
- Listed connections include MetaTrader 5, cTrader, TradeHawk, Paymaxis, CoinsBuy, Sumsub and Trulioo; the enabled connectors are confirmed per deployment.checked 14 Nov 2026
- Migration
- The migration assessment is free; CRM migration is capped at $4,000 and IB migration at $3,000, while mobile, trading-platform and plugin work is assessed separately.checked 14 Nov 2026
- Onboarding
- Onboarding supports configurable fields and conditional financial questionnaires, FATCA and PEP declarations, KYC document review, and branded application-form PDFs.checked 14 Nov 2026
- Payments
- Payment workflows include multi-PSP connectivity, deposits and withdrawals, configurable approvals, refunds, transaction history and wallet-to-platform transfers.checked 14 Nov 2026
- Privacy and encryption
- The privacy policy says personal data is protected using encryption in transit and at rest, access controls, regular security audits and secure infrastructure.checked 14 Nov 2026
- Purpose
- BrokerTech CRM combines onboarding, KYC, payments, trading accounts, client support and reporting in a branded broker workspace.checked 14 Nov 2026
- Security
- Security measures described include role-based access controls, optional restricted administrative access, operational audit records and HTTPS for public application endpoints.checked 14 Nov 2026
- Support
- Support varies by CRM tier: Starter includes standard support, Professional priority support, and Enterprise 24/7 premium support and an account manager.checked 14 Nov 2026
- Trading connectivity
- The CRM supports connectivity with MT5, cTrader and TradeHawk for trading-account administration.checked 14 Nov 2026
The company
- Maker
- The maker identifies itself as Brokertech by ITS Ltd and describes itself as a B2B technology provider.checked 14 Nov 2026
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