CRM System

mF CRM System

mF CRM System

mF CRM System is a Customer Relationship Management system developed exclusively for facilitating forex/bullion brokerage companies to manage all the Introducing Brokers (IBs) and clients efficiently. It assists to streamline and standardize the operation processes, resulting in reducing costs, improving efficiency and increasing customer retention. The sophisticated cloud-based CRM system integrates seamlessly with the MT4, MT5 and mF trading system. It has a full-fledged affiliate system with multi-tier rebate capabilities which allow brokers to grow their brokerage business rapidly. By introducing new functions to cater different business models, the mF CRM system can help brokers manage their entire business effectively whilst reducing trading risk.

mF CRM System


  • One-Stop Management

    One-Stop Management

    Integrate all functions in one system, including account opening, deposit & withdrawal, multi-tier agent rebate, role permission settings, etc., helping you run the business more efficiently

  • Detailed Data Analysis

    Detailed Data Analysis

    With powerful data analysis capabilities, the system can conclude the customer’s profitability based on historical transactions and hence, managing customers with hierarchies to create more profits for agents

  • Enhance Customer Relationship

    Enhance Client Relationship

    Improve customer satisfaction significantly through efficient customer relationship management and immediate follow-up of customer needs

  • Corporate Brand-Building

    Corporate Brand-Building

    Allow for customization with company logo and domain name, helping create professional corporate image and increase customer loyalty

  • Intuitive User Interface

    Intuitive User Interface

    Designed with the latest HTML5 technology, the user interface is simple, clear and easy to use

  • Ensure System Stability

    Ensure System Stability

    With advanced forex R&D technology and 24/7 customer support, system errors and downtime can be minimized

  • 适用移动设备

    Mobile Friendly Design

    By adopting responsive web design, you can access the system to manage your account from any mobile devices anytime, anywhere

Trader/IB Portal

  • Instant Account Opening

    Instant Account Opening

    Seamlessly integrate with the MT4, MT5 and mF trading system, allowing users to open trader and sub-IB account online instantly

  • Instant Account Opening

    Electronic Identity Verification Service

    Provide real-time Know Your Customer(KYC), Anti-Money Laundering(AML) and PEPs(Political Exposed Persons) and Sanctions Screening services to help brokers better know their customers and reduce the financial risks

  • Multi-tier Agent Structures

    Multi-tier Agent Structures

    Capable of creating multi-tier tree structures of IBs/agents and generating sub-IB/ sub-agent’s referral link to expand the business rapidly

  • Commission Setting

    Commission Setting

    Flexible setting for the automatic rebate system; One-click setting for agent rebate group and rebate amount

  • Integrated Account

    Integrated Account

    Manage multiple MT4, MT5 and mF accounts under one integrated account for greater efficiency and convenience

  • Deposit / Withdrawal

    Deposit / Withdrawal

    Support online processing of deposits and withdrawals as well as payment gateway integration for the ease of managing the accounts

  • Detailed Report

    Detailed Report

    View the transaction details and position summary to understand the real-time profit & loss and rebate details for better risk management

  • 7/24 Service

    7/24 Service

    Provide instant customer and technical support by phone or email to strengthen communication with clients

Admin Portal

  • Account Management

    Account Management

    Allow to configure roles and set permissions separately, managing the trader and IB account effectively

  • Fund Management

    Fund Management

    Support exchange rate maintenance, valet deposit & withdrawal and manual adjustment of account balance; View deposit and withdrawal details, commission settlement and rebate history

  • Report Management

    Report Management

    Provide detailed management reports, including trader account opening statistics, deposit and withdrawal statistics and rebate statistics

  • System Statistics

    System Statistics

    Show the overall statistics including the transaction summary, the number of users and trading accounts, as well as the amount of total deposit and withdrawal

  • Information Management

    Information Management

    Allow to perform different email settings and support public announcement to all users

  • Rebate Configuration

    Rebate Configuration

    Customize the automatic rebate rules and settlement methods by configuring rebate criteria

  • Profit Sharing

    Profit Sharing

    Allow to copy clients’ trades by self-defined direction and ratio to share the profit and loss with the customers

Contact our Sales Team and start your brokerage business !

Get Started




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