New Trade like a pro with ConnectNext

Forex Trading Platform CRM Integrations (MT5 & Beyond)

In the world of trading, it's essential to strive for maximum potential while keeping expenses in check.

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WE GIVE YOU TOOLS

So you know what’s winning and what needs----

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WE LISTEN TO YOU

Just like we did with 25k+ clients

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WE GIVE YOU TOOLS

So you know what’s winning and what needs----

image About

We build scalable, secure, and broker-focused CRM solutions that help trading businesses streamline operations, enhance user experiences, and grow confidently in competitive markets.

22k+

clients worldwide

100+

Integrations

50+

Payment providers

10+

Years of CRM expertise

What We Offer?

End-to-end brokerage solutions covering client management, analytics, compliance, trading operations, and scalable growth tools.

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Reporting & Analytics

Real-time reports and insights to track performance and business growth

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Trader’s Room / Client Area

User-friendly portal for onboarding, funding, trading, and account management

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Partner & IB Portal

Manage partners, commissions, campaigns, and performance with ease

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Mobile App Experience

Branded mobile app delivering seamless trading and account access

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Prop Trading Module

Launch and manage prop trading challenges with flexible rules

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Compliance & Risk Management

Automated KYC, AML, and risk controls to meet regulations

What Makes Client and IB Management Effortless?

Gain full control over clients and IB networks with real-time insights and seamless multi-client management.

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Real time updates

Monitor every level of IB along with the clients & other info in real time.

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Easy Client Management

Manage your client's all kinds of activities & requests right from the screen.

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Multi Clients Arrangement

Multi-level IB network functionalities to facilitate the network expansion.

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Simple, Secure, and User-Friendly Mobile Experience

Our mobile app allows users to exchange currencies, deposit funds, and withdraw balances effortlessly through a secure, fast, and intuitive interface designed for seamless financial transactions anytime, anywhere.

Currency Exchange

Real-time currency exchange with transparent rates

Deposits & Withdrawals

Fast, secure deposits and withdrawals anytime

Why Choose Our Platform?

An all-in-one platform combining powerful tools and back-office controls to simplify operations and accelerate brokerage growth.

Admin Dashboard

Centralized dashboard for real-time brokerage control and insights

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Deposits

Secure deposit management supporting multiple payment methods.

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Withdrawals

Fast withdrawal processing with security checks and approvals

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Partner Portal

Manage IBs commissions performance and affiliate growth

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Trading Platforms

Seamless integration with leading multi-asset trading platforms

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Wallets

Secure multi-currency wallets for storing and transferring funds

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The best sales tools at your fingerprints

Powerful sales tools to manage leads, track performance, automate follow-ups, and boost conversions from one system.

  • Support for multi-level partnership programs
  • Create referral lists with search functions
  • Create partnership links
  • Gain access to comprehensive link statistics
  • Offer IBs local deposit functions
  • Create custom promotional content with campaign banners in various sizes
  • IBs can easily transfer funds to their referrals with ease
  • Lead and client follow up system
  • Customizable accesses for your sales team
  • VOIP calls directly from the system
  • Automatic recording and storage of all VOIP calls
  • Different status allocation of leads for refining conversion
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  • Deposits and withdrawals of funds or bonuses
  • Third party transfers prevention mechanism
  • Over 300 payment systems connected
  • Internal fund transfers between own accounts
  • Clients can easily transfer funds between their trading accounts
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  • Over 60 automated emails connected to client actions
  • Mass mail options
  • Instant translation tool
  • Campaign management and statistics
  • Brand customization and more!
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  • Integrated KYC process
  • Specific and complex client monitoring
  • Complete 'company document' area
  • Risk warning placement
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How Do We Power Every Part of Your Brokerage Ecosystem?

An integrated ecosystem powering traders, partners, and brokers with flexible tools, reliable systems, and scalable solutions.

Trader’s Room / Client Area

User-friendly portal for traders, register, verify, fund, trade, manage accounts.

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Reliability & Stability

Our code is fully controlled, tested and ensuring that our products work.

Numerous tools and integrations for remote teams.

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Custom-Built Solutions

Our platform adapts to your strategy, workflows, and growth plans, not the other way around.

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Partner & IB Portal

Empower affiliates with performance tracking, campaigns, and commission tools.

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Mobile App Experience

Customizable branded mobile app for traders on the go.

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How Does Our CRM Give You Complete Control Over Your Brokerage?

A broker-focused CRM with smart dashboards designed to centralize operations, improve visibility, and simplify decision-making.

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Smart Dashboard

A dashboard that gives you a glance at your brokerage with all the info you need.

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Broker-focused CRM

Every component of our CRM system is developed for the need of a Forex broker.

Manage Your Brokerage the Way You Want

Configure journeys, permissions, workflows, and operational processes without complex development or technical effort.

Centralized Client & Account Management

View, manage, and control client profiles, accounts, activity history, and statuses from one unified CRM interface.

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Activity

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Role base access

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Speed Up Daily Operations

Automate repetitive brokerage tasks and simplify operations with smart CRM tools built for efficiency.

  • Role-based access and permissions
  • Automated status updates and notifications
  • Custom workflows for different business models
  • Organized client and account views
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How Does Our Platform Get You Live Faster?

A simple, guided process that helps brokers set up, integrate, launch, and scale operations faster.

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Sign Up &
Customize

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Integrate Trading Platforms & Payments

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Launch to Clients Worldwide

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Monitor Growth & Scale Faster

From Signup to Transactions in Minutes

A simple three-step process to create an account, trade currencies, and start secure transactions instantly.

Powerful Client Management and Compliance Tools

Advanced tools to manage client data, streamline compliance processes, and securely control multiple trading accounts.

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Comprehensive Client Profiles

Maintain detailed client information including personal details, trading preferences, account history, and communication logs

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Advanced KYC/AML Processing

Streamlined verification workflows with automated document processing, identity verification, and risk scoring.

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Multi-Account Management

Support for multiple trading accounts per client across different asset classes with consolidated view.

Frequently Asked Questions

AdvFind answers to the most common questions about our products and services.

Our CRM platform is designed to help brokers manage clients, trading operations, compliance, payments, and partner networks efficiently.

The platform supports forex, crypto, prop trading, and multi-asset brokers at various stages of growth.

Yes, we provide dedicated onboarding, documentation, and ongoing technical support to ensure smooth platform usage and operations.

Most brokers can go live within days, depending on required integrations, customizations, and platform configuration needs.

Yes, the platform offers modular architecture, customizable workflows, branding options, and flexible integrations tailored to broker requirements.
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Revolutionize Your Brokerage with Next-Gen CRM & Back Office Software

Deliver an all-in-one trading, CRM, and management platform built for forex, crypto, and multi-asset brokers.

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