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The operating system of your brokerage — built by us, owned by you.
PrixCRM is our in-house CRM & back office: onboarding, tiered KYC/AML, client wallets, deposits & withdrawals, IB/affiliate commissions, dealing-desk tooling, reporting and retention automation — wired natively into MT5, cTrader, DXtrade, TradeLocker, MatchTrader and PriximTrader. Because it’s ours, you get what no third-party CRM ever will: source access, custom modules on demand, and zero vendor lock-in.
[09:14:37] KYC #48219 Sumsub review · PASS · Tier 2
[09:15:01] DEP #48219 matched · $2,500 · card 3DS2
[09:15:44] TRADE #48219 MT5 login issued · server LD4
[09:16:12] WDL #47990 queued · $4,200 · payout SLA 4h
[09:16:58] ALERT #47551 churn risk HIGH · win-back fired
[09:17:23] TICK #9931 escalated → dealing desk · slippage
[09:17:50] IB #44120 commission accrued · $312.40 · L3
A third-party CRM rents you a roadmap. PrixCRM hands you the keys.
Most brokers bolt on an external back-office product, then wait quarters for a feature, pay per-seat forever, and discover their client data lives in someone else’s database. PrixCRM is built and owned by Prixim Global — the same team that runs your platforms, liquidity and operations — so the product bends to your business, not the other way round.
Source access & custom modules
Need a bespoke commission rule, a regulator-specific report, or a new onboarding step? We build it — in-house sprints, fixed scope, shipped to your instance. No feature-request purgatory.
100% code & data ownership
Your client records, transaction history and IB tree live in your database (cloud or private). Full export tooling and a documented exit pack from day one — you are never held hostage by a vendor.
Native to your whole stack
One product, integrated by design with the platforms, liquidity, PSPs and KYC vendors we already operate for you — so onboarding, wallets and reporting reconcile automatically, not via fragile middleware.
PrixCRM sits at the centre of your entire operation
Trading platforms generate activity; PrixCRM turns it into onboarding, compliance, money movement, commissions, support and retention — with two-way sync to every system. This is the hub your broker’s day actually runs through.
PrixCRM runs on our managed, hardened cloud as your dedicated tenant — auto-upgraded, monitored 24/7, backed by hourly snapshots and a live DR replica. You get the full module set, white-labelled under your brand, integrated to your platforms and PSPs, with zero infrastructure to carry. Ideal for startups and brokers who want the back office handled.
Deploy PrixCRM into your own infrastructure or a private environment we colocate for you — full data residency in your jurisdiction, your encryption keys, your network boundaries. Same codebase, same modules, same native integrations; the difference is sovereignty. Available with source escrow and direct repository access, because it’s our product and you’re our client.
| Dimension | PrixCRM Cloud | PrixCRM Private |
|---|---|---|
| Where it runs | Our managed cloud tenant | Your infra / private colo |
| Data residency | Our region (export anytime) | Your jurisdiction, your keys |
| Upgrades & patches | Fully handled, tested first | Co-managed with your approval gate |
| Time to value | ~2 weeks | 4–6 weeks |
| Cost model | Flat monthly, no per-seat tax | Deployment + support retainer |
| Source / repo access | Export pack on exit | Escrow + direct repository access |
| Custom modules | Yes — in-house sprints | Yes — deployed to your env |
| Multi-brand partitioning | Supported | Supported, fully isolated |
| Best for | Startups & lean teams | Regulated, multi-brand, institutions |
Not sure which deployment fits your licence and data rules? Get a free deployment recommendation →
Everything a broker’s back office needs — in one product
No plugin bazaar, no middleware graveyard. Each module is built for brokerage operations and syncs two-way with your platforms, liquidity and payments.
Onboarding & tiered KYC/AML, built for conversion and compliance at once
Lead capture → smart routing → document capture → vendor check → risk tiering → funded. Every step is measurable, every breach audited, and the funnel optimised so compliance never strangles acquisition.
Client wallets & payments
Multi-currency wallets, deposit/withdrawal flows, PSP integration and automatic reconciliation with your bank and card rails.
MoneyIB / affiliate & commission engine
Multi-level trees, rebate structures, CPA/lot/revenue-share models, real-time accrual and automated payout with fraud guards.
GrowthDealing desk & ticketing
Trade lookup, account operations, slippage/claim handling and SLA-tracked support tickets wired to your platforms.
OpsReporting & analytics
Cohort, retention, revenue and exposure dashboards plus regulator-ready exports — live, not month-end spreadsheets.
InsightAutomation & retention
Triggered email/SMS/push/WhatsApp journeys, drip sequences, churn prediction and win-back campaigns from one canvas.
LifecycleRisk & compliance tooling
Client risk flags, exposure limits, document expiry tracking and complete audit logs mapped to your licence perimeter.
ControlOpen API layer
REST + webhooks to connect BI, custom front-ends, marketing stacks and any system you already run — no screen-scraping.
IntegrateClient portal & apps
The trader-facing personal area and mobile experience, powered by the same engine — wallets, docs, statements, support.
ExperienceWhite-label & multi-brand
Your domain, your colours, your copy — and partitioned tenancy to run several brands from one PrixCRM deployment.
BrandPrixCRM turns a leaky onboarding funnel into a measured machine
Every broker loses traders between “signed up” and “funded”. PrixCRM instruments each stage, fires the right trigger at the right moment, and shows your desk exactly where money is leaking — so conversion compounds instead of bleeding.
The funnel isn’t a report — it’s a control panel. Each stage carries its own automations, owners and SLAs, and every transition is logged for compliance and for your optimisation experiments.
- Lead scoring & automatic desk assignment by geography, source and intent
- Document-expiry and incomplete-KYC reminders (email / SMS / WhatsApp / push)
- Tiered verification with manual review queue and full audit evidence
- Deposit nudges with PSP fallback routing when a rail declines
- First-trade and inactivity triggers wired to the dealing desk
- Churn-prediction alerts with one-click win-back campaign launch
- Stage-by-stage conversion analytics to A/B test your onboarding
PrixCRM is the hub — these are the systems it binds together
A back office is only as valuable as what it’s connected to. PrixCRM integrates natively with the platforms, liquidity, payments and compliance stack we already operate for you.
Trading platforms
Two-way sync of accounts, logins, balances, positions and trade history with MT5, cTrader, DXtrade, TradeLocker, MatchTrader and PriximTrader — no CSV imports, no stale data.
Explore all platforms →PSPs, banking & liquidity
Deposit/withdrawal orchestration across cards, wallets, SEPA and crypto rails with automatic reconciliation, plus exposure and trade-flow visibility from your bridge.
Explore Payment Gateway →KYC/AML & operations
Vendor-agnostic verification, tiered risk scoring and immutable audit trails — and ForexOutsource can staff the onboarding, dealing and support desks that run inside it, 24/7.
Explore Broker Operations →PrixCRM vs a third-party CRM vs building your own
We deliver all three paths. Here’s the trade-off in plain terms — and why brokers who’ve tried the other two end up on PrixCRM.
| Dimension | PrixCRM (in-house) | Third-party CRM | Build your own |
|---|---|---|---|
| Platform integration | Native, two-way, maintained by us | Middleware / connectors | You build & maintain all |
| Customisation | Modules built on demand | Wait for their roadmap | Unlimited — but slow |
| Data ownership | 100% yours, export anytime | Their DB, their terms | Yours |
| Cost model | Flat, no per-seat tax | Per-seat + modules + surcharges | Permanent dev team |
| Time to value | ~2 weeks (Cloud) | Weeks–months of config | 6–18 months |
| Ongoing ops burden | We run & upgrade it | Their SaaS, your admin | Your team, forever |
| Roadmap control | Influence + direct builds | None | Total |
| Best for | Brokers who want a partner, not a vendor | Generic needs, no integration depth | Hyper-specialist, huge eng teams |
Moving your book onto PrixCRM without a missed deposit
From a spreadsheet, a legacy back office or a third-party CRM, we migrate clients, balances, IB trees, documents and history with checksum validation — then integrate your platforms and rails before a single trader notices a change.
Audit & Map
Inventory current clients, wallets, IB tree, docs and integrations; define target module set.
Provision
Stand up Cloud tenant or Private env; white-label domain, brand and permissions.
Integrate
Connect platforms, bridge, PSPs and KYC vendors; configure wallets, tiers and commission rules.
Migrate data
Transfer clients, balances, history, docs and IB tree with checksum + reconciliation.
Train & cutover
Desk training, parallel run, off-hours switch; old system kept hot 72h as rollback.
Run & iterate
24/7 managed ops, monthly optimisation sprints, custom modules on request.
The systems PrixCRM binds together in production
MT5
Spotware
Devexperts
KYC
AWS
comms
PrixCRM questions, answered plainly
Do I actually own the code and my data?
Yes — this is the whole point of an in-house product. Your client records, transaction history and IB tree live in your database (Cloud tenant or Private env), with full export tooling and a documented exit pack from day one. On a Private deployment you can additionally take source escrow and direct repository access. No third-party CRM offers this.
What’s the difference between PrixCRM Cloud and PrixCRM Private?
Same codebase, same 12 modules, same native integrations. Cloud runs as your dedicated tenant on our managed, monitored, DR-backed cloud — live in ~2 weeks, flat monthly, no per-seat tax, upgrades handled by us. Private deploys into your own infrastructure or a private colo we arrange — full data residency, your encryption keys, your approval gate on upgrades, source escrow available. Choose Cloud for speed and lean teams; Private for regulated, multi-brand or data-residency requirements.
Can you build custom modules or change existing ones?
Yes — and fast, because it’s our product. Bespoke commission rules, regulator-specific reports, new onboarding steps or integrations are delivered as fixed-scope in-house sprints and shipped to your instance. With a third-party CRM you’d file a feature request and wait; here you talk to the team that builds it.
How deep is the platform integration really?
Two-way and event-driven, not CSV imports. PrixCRM syncs accounts, logins, balances, positions and trade history natively with MT5, cTrader, DXtrade, TradeLocker, MatchTrader and PriximTrader, plus your FIX bridge, PSPs and KYC vendors — so a deposit, a verification or a trade updates every system in near real time with a full audit log.
Does PrixCRM replace my dealing desk and support team?
No — it empowers them. PrixCRM gives your desk trade lookup, account operations, ticketing with SLAs and claim handling. If you don’t yet have a desk, ForexOutsource (our operations division) can staff onboarding, dealing and 24/7 support inside PrixCRM as a managed service.
Can I run multiple brands from one PrixCRM?
Yes. Partitioned multi-tenant tenancy lets you operate several brands — each with its own domain, branding, symbol set, commission model and permissions — from a single deployment, on Cloud or Private. This is a common path for groups that started with one licence and scaled.
What does pricing look like?
A flat, module-based fee with no per-seat tax and no revenue share — Cloud is a monthly subscription; Private is a deployment fee plus a support retainer. Custom modules are fixed-scope. You get a line-item quote after the free consultation, and the exit pack means you can leave with your data whenever you want.
Can you migrate me off my current CRM or back office?
Yes. From spreadsheets, legacy systems or third-party CRMs, we migrate clients, balances, IB trees, documents and history with checksum validation and reconciliation, run a parallel period, then cut over off-hours with a 72h hot rollback. No lost deposits, no broken commission chains.
Is PrixCRM the same engine inside PriximTrader?
They share lineage — PriximTrader ships with PrixCRM’s CRM and back-office capabilities built in, so brokers on our flagship platform get the same onboarding, wallet, commission and reporting modules natively. Standalone PrixCRM is for brokers on other platforms who want the best back office without switching front-ends.
What SLA and support do I get?
99.9%+ uptime on Cloud with service credits, hourly snapshots and a live DR replica; 24/7 monitoring and a named Customer Success Manager plus a shared Slack/WhatsApp escalation channel with our DevOps and ops teams on both deployment models.
Cloud or Private? Get a free deployment & integration assessment.
Book a 30-minute session with a PrixCRM specialist. We’ll map your current stack, model Cloud-vs-Private on your real book, sketch the platform/PSP/KYC integrations you need, and send a written migration plan — free.
- Free Cloud vs Private deployment recommendation
- Integration map: platforms · PSPs · KYC · liquidity
- Onboarding-funnel audit with quick-win automations
- Costed migration plan — flat pricing, no lock-in
Request your PrixCRM assessment
Average reply time: under one business hour.