Back Office System
TM9-CRM is the all-in-one back-office platform for Forex, CFD, and Crypto brokers. Manage clients, payments, IB networks, risk, and compliance — from a single dashboard.
Six purpose-built modules that cover every aspect of running a brokerage — fully integrated, no bolt-ons.
Centralized profiles with full KYC status, trading history, deposit records, and communication logs — all in one view.
Automate payment flows, reconcile PSP transactions, and manage multi-currency wallets with real-time balance tracking.
Multi-tier commission structures, real-time referral tracking, automated payouts, and self-serve IB dashboards.
Live exposure monitoring, automated AML alerts, KYC document verification, and full audit trail for regulators.
Track leads from first click to funded account. Assign agents, set follow-up tasks, and measure conversion at every stage.
Real-time dashboards for volume, revenue, retention, and churn. Export regulatory reports with one click.
From sales agents to compliance officers — every team member has the tools they need.
Monitor all open positions, pending orders, and account equity in real time. Intervene, adjust leverage, or flag accounts directly from the desk without touching MT4/MT5 Manager.
A guided onboarding process that gets your CRM live and integrated in days, not months.
We provision your dedicated cloud instance, configure domains, and connect to your trading platform via FIX/API.
We migrate existing client data, trading accounts, and IB structures from your previous system — zero data loss.
Custom commission rules, KYC flows, email templates, and white-label branding applied to your specifications.
Full team training, UAT sign-off, and go-live support. Your dedicated account manager is on standby.
Real results from real brokerages using TM9-CRM.
"The TM9-CRM replaced three separate tools we were using. KYC, payments, and IB commissions all in one place. Our ops team went from 8 people to 5 without losing capacity."
James Kowalski
COO, PrimeFX
"The trading desk view alone is worth it. We can monitor 2,000+ live positions, push notifications, and manage margin calls without ever opening MT5 Manager."
Priya Sharma
Head of Risk, TradingVault
"Onboarding was 2 weeks. The API documentation is solid and the team helped us migrate 14,000 client records with zero downtime. Exceptional."
Ahmed Al-Rashid
CTO, NexusBrokers
No hidden fees. Cancel or upgrade any time. All plans include a 14-day free trial.
Perfect for new brokers launching their first operation.
Built for scaling brokers with growing teams and volumes.
Fully tailored for high-volume, multi-brand brokerages.
* All plans include 14-day free trial. No credit card required. Enterprise pricing available for multi-brand & white-label deployments.
TM9-CRM is built to meet the compliance requirements of CySEC, ASIC, FSC, and SVG-regulated brokers. Your data never leaves your dedicated environment.
