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Brokerage CRM

Engineered for the Modern Brokerage

The AXIS CRM suite comes power-packed with a vast spectrum of fully-customizable features to create a CRM perfect for your business.

Built with a sophisticated affiliate system at the core, accelerate your business through IB expansion and grow your dominance in the brokerage industry today.

View our latest update log (V5.1) here.

Client Portal

IB/Affiliate Module

Payment Hub

Analytics Module

Integrated Live Chat/ Ticketing System

Admin Module

SaaS Model

English

Japanese (日本語)

Vietnamese (Tiếng Việt)

Chinese Traditional (繁體中文)

Chinese Simplified (简体中文)

Thai (ไทย)

Turkish

Indonesia (Bahasa Indo)

German (Deutsch)

Spanish (Español)

Arabic (العربية)

Korean (한국인)

Portuguese

Multi-Language

Your Fully Branded Brokerage CRM

Deployed within 24 hours.

Schedule a demo

A.X.I.S.

Affiliate eXpansion Integrated System

Bespoke: Fully modular and customizable to your unique business model

Turnkey: Tailored and deployed within 1 business day for both existing and new brokers

Comprehensive: Single platform to manage clients and admin

Seamless: Open API infrastracture for easy integration

Powerful IB Module:

Multi-tiered commission system

Wide range of commission schemes supported – based on pips or lots, by dollar value or percentage, the decision is yours

Real-time commission calculations

Flexible commission distribution period (daily, weekly, monthly)

And many more intricate settings to fit your brokerage needs

What can AXIS Do For Your Brokerage?

Experience the seamlessness of a CRM that enhances every touchpoint of your client’s journey with full access to a comprehensive suite of operational-optimization tools.

CRM Customization

Create a truly distinctive brand that stands out from competition

Fully branded and customizable features including background, content, and buttons
Multi-language support with more than 10 in-built default languages
Express log-in
Integration with payment gateways and KYC providers
Digital asset deposits
Smart currency conversion
Affiliate module
Admin module
Specialised reporting/query functions
2FA login authentication
Multilingual livechat/message ticketing system
Pre-set colour palette options with light/dark modes

Client Portal

Allow your clients to access and manage essential information at a glance via an intuitive dashboard

Account balance and overview
Daily commission earned
Generation of unique QR codes for affiliate referrals
IB promotion pipeline
Create and manage both live/demo accounts
Manage deposit and withdrawals
KYC information
Leverage change options

Leads Management

Enhance your lead acquisition, conversion and retention with an omni-channel synergistic solution

Manage leads efficiently with batch distribution functions
Assign leads to respective members of the sales team for follow up action
Streamline client data and records and plan the sales pipeline

Integrated PSPs

Connect to any payment services provider or electronic money issuer of your choice effortlessly with our open API. Alternatively, select any of the preconnected vendors in our Payment Hub

Smart Currency Converter

Automatically convert any deposited currency, both fiat and digital assets, directly in to the preferred currency denomination of the trading accounts

KYC Customization

Tailor your KYC process based on the compliance and regulatory requirements of your operational jurisdiction

Simplified KYC processing for admins and clients
Increase client verification rate with auto-reminders and alerts
Pre-set approval parameters for automated credential verification

MT4/5 Trading Platforms/Plugins Integration

Fully integrated with the world’s most popular trading platform and compatible with proprietary plugins

Seamlessly connected to MT4/MT5 with full branding customization
MT4/5 Manager compatible
PAMM module
Multi-device synchronization across desktop and mobile terminals
Easy setup of live and demo accounts
Platform access rights
Group and leverage configuration

Integrated Live Chat System

Handle client queries and trader requirements with a request ticket management system, coupled with multilingual customer live-chat services

Multi-language live chat support
Chatbot and personalised support interaction capabilities
Automated ticketing system with customisable assignment rules and ticket transfer conditions
Full integration with groupware & online collaboration providers

Email Automation System

Integrated automated direct mailing tool to enhance efficiency and scale of notification delivery to clients

Automatic notifications with triggered actions such as deposit and withdrawal review, KYC review, account opening, etc.
Targeted messaging with customer segmentation by filters, preferences and actions
Save time staying connected with timed holiday greetings important broadcasts

Cloud Hosting

Seamless Accessibility

Manage your clients and business from anywhere in the world with round-the-clock, multi-device access to our cloud database. Execute services and updates remotely with your team.