CurrentDesk

Brokerage CRM and back-office automation

CRM and back office Compiled from public sources

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A CRM and back office with the accounting side taken seriously: commissions, rebates and partner payouts handled in the same place as the client record.

What it does and what it runs on

Platforms supported: MetaTrader 4 MetaTrader 5
Asset classes: FX CFDs
What it does: CRM Back office Affiliate tracking Payments
Deployment: SaaS
Regions served: North America Global
Pricing model: Not published

No published entry price. That is normal in this market and it is not a gap in the listing: most of these vendors quote against a specification. Rather than printing a dash, ask them and the answer comes back in writing.

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Prices, a demo, whether it supports the platform you have already chosen: whatever you need to know before a shortlist becomes a contract. It goes to this provider only.