Alpharive provides forex CRM software for Forex, CFD, crypto and multi-asset brokerages: lead management, client onboarding with KYC and AML workflows, IB management, a trader room, MT4/MT5 integration and back-office operations. Choose white label for speed or custom for control.
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A brokerage that grows has to manage leads, onboarding, compliance, support and partner networks at the same time. A generic CRM tracks contacts and deals. It does not create trading accounts, approve payments or calculate IB commissions.
Alpharive is a forex CRM software provider. We build custom and white-label CRM for Forex, CFD, crypto and multi-asset brokers, connecting lead management, onboarding and KYC workflows, IB management, trader lifecycle, reporting and trading platform integration in one back office.
The Bank for International Settlements reports that trading in OTC foreign exchange markets reached USD 9.6 trillion per day in April 2025, up 28% from April 2022 (BIS Triennial Survey). That figure covers the whole OTC market, much of it dealer and institutional trading, so it does not size retail brokerage demand.
What it does show is the scale of activity a broker's operations run alongside. Competition on onboarding speed, support and compliance handling is a back-office problem, and a CRM built for trading workflows addresses it.
A connected forex CRM puts sales, onboarding, compliance and partner management in one system.
Capture leads from campaigns and record the source.
Assign leads, run follow-ups, and track status to a funded account.
One client record with communication history, notes and workflows.
Collect documents, track review status, record approvals and rejections.
Capture leads from campaigns and record the source.
Assign leads, run follow-ups, and track status to a funded account.
One client record with communication history, notes and workflows.
Collect documents, track review status, record approvals and rejections.
Create accounts on the trading platform from the CRM, within staff permissions.
Record deposit and withdrawal requests and route approvals.
Client portal, communications and activity reports.
Commission rules, payout tracking and management reports.
| Module | What it does |
|---|---|
| Sales and Lead Management | Captures leads, assigns owners, schedules follow-ups, tracks conversion |
| Client Onboarding | Registration, document collection, verification status, account activation |
| Trader Room | Client portal for account details, deposits, withdrawals, trading data and profile updates |
| Introducing Broker Management | Multi-level IB structures, commission rules, partner performance, payout tracking |
| Compliance Automation | KYC and AML workflow steps, verification records, audit trail. Your compliance team defines the rules |
| Back Office Operations | Client data, reports and operations in one place. See forex back office CRM software |
AI here removes repetitive work. It does not replace your team or make compliance decisions.
Every AI action is logged. Staff approve or override.
We connect the CRM to the systems you already run. Each integration is scoped per project.
Deposit, withdrawal and transaction tracking through your payment providers.
Identity verification and screening providers, connected to the onboarding workflow.
Email, messaging and notification channels linked to the client record.
A faster launch on a configured CRM.
larger user counts, custom workflows and integrations.
see prop firm CRM software.
product and account setups for CFD offerings.
workflows for crypto-focused brokerages.
one back office across asset classes.
Brokerage rules differ by licence jurisdiction. We configure KYC steps, document retention, reporting and client categories to the requirements your compliance team sets. The CRM is configurable for brokers licensed in different markets, including the USA, UAE, UK and Cyprus. The CRM supports your compliance program. It does not make a broker compliant.
A white label CRM is a pre-built core that you brand and configure. It launches faster than a custom build and gives you less control over architecture.
The launch timeline depends on modules, integrations and data migration, and is stated in your proposal.
Brokerage model, workflows, roles, branding and integration needs.
Brokerage model, workflows, roles, branding and integration needs.
Modules set up to your rules.
Trading platform, payments, KYC and communications.
From your current CRM, with a sample reconciled before the full move.
Your staff run written test cases on a demo server.
A support period agreed in writing.
Ownership and subscription are different trade-offs.
You decide workflows, modules, roles and reports without a vendor's roadmap limits.
You hold your data and infrastructure.
Ownership means a build cost and ongoing hosting and maintenance. Subscriptions spread cost but add recurring fees. Compare both over several years for your size.
New modules, integrations and automation can be added as the brokerage grows.
The CRM becomes part of your own technology stack.
Secure trader access to accounts and profile data.
Account management: view details, manage preferences, access services.
Deposit and withdrawal management with transaction tracking
Trading platform connectivity: MT4, MT5, cTrader and other brokerage systems, scoped per project.
Push notifications for account updates and transactions.
A branded mobile experience.
Data encryption in transit and at rest.
Audit logs of staff actions.
Role-based access control.
Secure backups.
Continuous monitoring.
Workflow support for KYC, AML and reporting.
| Feature | Generic CRM | Alpharive forex CRM |
|---|---|---|
| Built for | •Sales teams | ✓Sales, trading operations, compliance and back office |
| Tools | •Several disconnected tools | ✓Integrated brokerage workflows |
| Follow-ups | •Manual | ✓Automated workflows with staff approval |
| Client management | •Generic | ✓Forex, CFD, crypto and multi-asset accounts |
See generic CRM vs forex CRM. Comparing vendors? Read our guide to choosing a forex CRM, which discloses that Alpharive is a vendor.
FAQ
Back-office software that manages leads, KYC, trading accounts, payments, IB commissions and support, connected to the trading platform.
Yes. Account creation, group changes and balance operations run from the CRM. Access depends on your MetaQuotes license and technology provider. See MT5 account integration.
Price follows modules, users, integrations, migration and hosting. We quote after a demo.
Yes. Multi-level structures and commission rules are configured per broker.
No. It supports your compliance workflow and records evidence. Compliance depends on your licence and processes.
White label launches faster with less control. Custom fits unusual workflows.
It depends on modules, integrations and migration. The proposal gives a dated plan.
Bring your onboarding steps, IB structure, payment providers and trading platform setup. You leave with a scoped plan and a list of integrations to confirm.