Connected brokerage technology
White-label technology.
One connected
brokerage.
Your clients trade and manage their accounts. Your team handles sales, verification and funding. BrokeraTech connects both sides in one white-label CFD brokerage system.
- 15
- lead statuses for your sales workflow
- 3
- departments: conversion, retention, support
- 31
- individual staff permission controls
From client action to team response
The next step
is already connected.
A client submits a document, requests deposit assistance or replies to an email. The update reaches the CRM with the client record attached, so your team can act with the right context.
- Verification follows the clientReview individual documents, suitability answers and overall KYC status from the lead record.
- Funding reaches the right deskDeposit-assistance alerts include the amount, contact details and a call action.
- Follow-up stays on the recordAssignments, replies, comments and scheduled callbacks keep the next agent informed.
across your brokerage
Affiliate API connections
From campaign
to client record.
Connect live traffic, CPL campaigns and referral networks to the broker CRM. Our team supports the API connection, while source and funnel information travel with each lead.
- Rules for each networkSet country availability, starting status, department and agent assignment.
- A private view for partnersPartners follow their own leads, comments and conversion results through a dedicated portal.
White-label configuration
Your operating model.
Your settings.
Bring your logo, colours and domain. Configure account tiers, trading conditions, payment methods and staff access around the brokerage you want to run.
Explore back-office controlsYour next chapter