A CRM you deploy and run.
Brokerage CRM and back office: leads, onboarding, KYC, trading accounts, deposits, withdrawals, IB operations, workflows and reporting on one client record.
One client, one history
Verification results, deposits, trading activity and every desk interaction land on the same record, in order, with who did what.
The desk stops switching windows
The question an agent is asked — why is this withdrawal pending, why did this trade close — is answerable in the place the call is taken.
State, not status fields
Onboarding is a computed state from real verification and funding events, not a dropdown someone forgot to update.
Onboarding and verification
Registration, document capture and verification run as one flow, with the vendor result written back to the client record.
The client record
One page that holds identity, accounts, funding, trading activity, communication and every operational action taken on the client.
Desk and workflow
Queues, assignment and task state for the people actually working the book — assigned against the record, not exported into a separate task tool.
Funding and payments
Deposits and withdrawals move through the layer, so the provider event, the platform balance operation and the client record agree by construction.
Reporting
Client, funding and trading figures read from the operational record the business runs on. The numbers in a report are the numbers the desk saw.
Bring one client that is currently wrong.
Pick a client whose record disagrees across your systems today. Working through that one case says more than a feature list will.
Related services
Other parts of the stack this connects to.
Eleven things you can buy.
One operating layer for a brokerage: trading operations, client operations, risk, infrastructure and integrations reading and writing one operational record.
EXPLORE ARCHITECTUREIntroduce us. Take a share.
Introduce a brokerage or prop firm to Brokerexa and take a share of the engagement. Terms agreed in writing before the first introduction.
EXPLORE ARCHITECTUREOne technical team across your stack.
Managed technical support: ticket-based, named technical contacts, incident tracking and escalation across platform, CRM, risk and infrastructure.
EXPLORE ARCHITECTURE