Aurora›Brokerage Solutions›Forex CRM

Your CRM should reflect how a brokerage actually sells, retains and pays IBs.

A forex-native CRM deployed and configured to your sales, retention and IB structures — integrated with MT5, payment rails and reporting.

Request a Diagnostic Back to Brokerage Solutions

Common failure patterns

These are the patterns Aurora’s engagement model is designed to prevent.

F 01

Generic CRM adopted.

Forex workflows (IB hierarchies, deposit-based retention, compliance) bolted on as custom code. Developer leaves; nobody maintains it.

F 02

CRM data does not sync with MT5 in real time.

Sales team works from stale account and deposit data.

F 03

IB rebate structure hardcoded.

Changes require developer intervention; business team cannot adjust.

Business problem

Off-the-shelf CRMs do not model leverage, conversion funnels, IB hierarchies, retention triggers or compliance workflows the way a forex business actually operates.

Custom builds become orphaned codebases that nobody wants to maintain.

Operational impact

Sales, retention, IB, payment and compliance teams drift into separate workflows when the CRM is not brokerage-native.

Poor CRM adoption reduces funnel visibility and makes management reporting reactive.

Aurora solution

Aurora turns the problem into a managed operating path: assessment, architecture, vendor coordination, implementation, runbooks and accountable handover.

Our integration engineers run the configuration, integration and enablement. Our solution architects design the operational model the CRM supports. The CRM platform itself is a licensed product from a named vendor partner; Aurora configures and integrates it. You see one engineering team; the platform license is the partner's.

Expected outcomes

A forex-native CRM deployed and configured to your sales, retention and IB structures — integrated with MT5, your payment rails and your reporting stack. Adoption supported, not just deployment.

Service shape

Typical client

Retail-primary

How this combines

Available standalone, or as a component of Turnkey Brokerage Setup. Frequently integrated alongside Crypto Payment Gateway for end-to-end client lifecycle.

Timeline

Typical implementation: 6-10 weeks depending on CRM choice, PSP integrations, IB hierarchy and reporting needs.

Pricing posture

Diagnostic engagements are flat-fee. Full engagements are scoped after the diagnostic against a defensible range; we share the range in writing before the engagement contracts.

Engagement tiers

Essential

Single CRM, MT5 bridge, one PSP, two IB tiers. 6–8 weeks.

Fixed-fee per implementation

Managed

Multi-PSP, full IB hierarchy, retention triggers, dealer dashboards. 8–10 weeks.

Engagement-scoped after fit assessment

Strategic

Multi-brand, multi-entity, white-label hierarchy, compliance workflow. 10+ weeks.

Engagement-scoped

Partner extensions

Collaboration model

Aurora leads discovery, configuration and integration. Forex-CRM vendor partners provide product, certified product specialists and roadmap input under Aurora's program management.

CRM

Forex CRM Vendor Partner

Forex-native CRM with leverage, IB hierarchies and retention triggers.

META
QUOTES

MetaQuotes-Authorized Vendor

Trading platform technology — MT5 distribution, plugins, support.

PSP

Regulated PSP & Banking Partners

Licensed payment service providers and banking rails per jurisdiction.

Typical engagement lifecycle

Phase 01

Discovery

Discovery of sales, retention, IB and compliance workflows.

Phase 02

Configure

Vendor selection, configuration and bridge integration.

Phase 03

Integrate

MT5 bridge, payment rails and reporting integrated.

Phase 04

Enable

Sales-team enablement and post-launch adoption support.

Operational deliverables

▮

CRM configured against your real sales funnel — not a vendor demo.

▮

Live MT5 and payment integration with reconciliation tested.

▮

Sales team enabled; adoption measured in the first 60 days.

Frequently asked questions

Which forex CRM do you use?+

We work with multiple forex-native vendors and select per engagement. The Fit Assessment is where we make that call jointly.

How long is a typical engagement?+

Six to ten weeks depending on integration depth and the number of payment rails.

Do you support IB hierarchies?+

Yes — multi-level IB hierarchies, rebate calculation and reporting are part of the standard configuration scope.