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Products
CRM
A purpose-built CRM for brokerages — onboard clients, manage KYC, track deposits and automate retention.
For educational and training purposes only — not intended for brokerage companies.
Leads
1,284 +12%
Conversion
18.4% +2.1%
Active clients
6,920 +340
Revenue
$1.2M +8%
Sales pipeline
New leads42
Contacted28
KYC16
Onboarded9
Overview
Learn how a brokerage back office runs
The PlatformsFX CRM brings onboarding, KYC, deposit and withdrawal workflows, IB structures and client communication into a single workspace, so students and training teams can practise brokerage back-office work on sample data. Follow a sample client from first enquiry to an active demo account, see the data each desk relies on, and study how role-based access, audit trails and reporting support compliance — with no real client data or money involved.
Features
Designed for hands-on learning
Three principles guide everything in the CRM — visibility, flexibility and speed — so every workflow is easy to explore and teach.
02
Deposit / withdrawal workflows
03
Sales desk & retention tools
04
Granular role permissions
By the numbers
Reliable infrastructure for learning and teaching
99.99%
Platform uptime SLA
< 15 min
Average support response
24/7
Expert technical support
12
Supported languages
Benefits
Every back-office workflow, ready to practise
From first touch to lifetime value, the CRM lets learners explore the full client lifecycle.
01
Contact Management
02
Sales Team & Opportunity Management
03
Lead Management
04
Reports & Dashboards
05
Sales Analytics
06
Email Client Integration
07
Sales Data
08
CRM Data & File Storage
09
Sales Performance Management
10
Marketing Automation Integration
11
Role-Based Views
12
Customization Options
13
Customer Opportunity Management
Security & compliance
Protected at every layer
The same institutional-grade controls protect every PlatformsFX product and learning environment.
AES-256At restTLS 1.3In transitSOC 2Audited2FAEnforced
FAQ
Frequently asked questions
Does it include KYC and compliance tools?
Yes — configurable KYC flows, document verification, audit trails and role-based permissions are built in, so learners can practise compliance workflows on sample client profiles.
Can it model IB and affiliate hierarchies?
Yes. Multi-level IB and affiliate structures, automated commission calculations and payout reports are supported out of the box, so learners can see how partner programmes are tracked — using sample data.
Which payment methods can learners explore?
Card, bank-transfer, PSP and crypto payment flows — including approval and reconciliation inside the CRM — are demonstrated with simulated transactions, so no real money moves.
Can a brokerage company use the CRM to run live operations?
No. The CRM is provided for educational, training and demonstration purposes only. It is not offered to, designed for or licensed for brokerage companies, and it is not intended for managing real clients, processing real payments or holding client funds.
Ready to explore the full stack?
Book a personalised walkthrough of the full PlatformsFX stack, built around your learning, training or teaching goals.
Request a Demo