The Complete Back Office for Modern FX Brokers
Run your entire brokerage from one powerful platform. Client onboarding, eKYC, eAML, deposits, withdrawals, IB management, real-time reporting, and comprehensive analytics - all seamlessly integrated.
- Client onboarding & eKYC
- E-Wallet & payment processing
- IB management & commissions
- 50+ PSP integrations
- 24/7 global support
Onboarding Gateway Designed to Deliver an Exceptional User Experience
- Fast & Easy Registration
A quick, simple, and KYC-compliant registration process helps clients onboard smoothly. - Flexible Customisable Steps
Adjust the onboarding steps based on rules like the client's country or IB. The number of required documents for KYC can be customised according to the client's location. - Automatic Trading Account Creation
Trading accounts can be automatically created during registration based on predefined rules, streamlining the onboarding process.
Compliance Engine - Simplifies Regulatory Adherence, Reducing Risk and Saving Time
- Secure KYC & AML
Perform Know Your Customer (KYC) and Anti-Money Laundering (AML) checks either automatically via integrated external providers or manually. - Automatic Documents Monitoring
The system tracks document expiration via integrated providers. When a document expires, it can prompt the client to re-upload new ones or notify the back office for manual follow-up. - KYT Integration
Conduct Know Your Transaction (KYT) checks on crypto transactions to make sure you don't inadvertently accept flagged crypto.
Marketing Suite - Empowers Brokers to Attract, Engage, and Retain Clients Effectively
- Automated Email Notifications
Set up fully automated email notifications with flexible, customisable workflows. - Campaign Management
Design, launch, and track marketing campaigns effortlessly. - Email Template Editor
Manage and edit saved email templates with a user-friendly editor for consistent and branded marketing messages.
Payment Gateway - Enables Fast, Secure, and Seamless Transactions, Enhancing Client Satisfaction and Trust
- Account Funding & Withdrawals
Enable secure and fast account deposits and withdrawals for clients. - Multiple PSP Integrations
Seamlessly connect with a wide range of Payment Service Providers (PSPs) for smooth transactions. - Customisable Payment Workflows
Adjust payment processes to meet specific client or regional requirements. - Real-Time Transaction Monitoring
Track deposits and withdrawals in real-time to support transparency and security.
Back Office Management
- Manage and store client information conveniently and securely.
- Streamline deposits and withdrawals with customized workflows for a seamless and efficient transaction experience.
- Gain valuable insights into your brokerage's performance through detailed, customizable financial reports that support informed decision-making.
- Maximize revenue and maintain a clean database with automated inactivity fee charges and account archiving.
- Protect your clients and brokerage from financial losses with automatic negative balance protection, supporting robust risk management.
Social & Copy Trading ADD-ON
Let your traders follow the best. Our integrated copy trading system ranks top performers on leaderboards and lets followers automatically mirror their trades - with flexible settings for leverage, copy type, and margin or percentage-based stop copy levels.
- Leaderboards highlighting top-performing traders with rankings
- Flexible copy settings: leverage, copy type, margin/% stop copy levels
- Multiple copy modes: equity, balance, or lot allocation
- Transparent performance metrics and trade history
Trader Contests That Drive Growth
Boost engagement and attract new clients with customizable trading competitions. Set your own rules, prizes, and timeframes - our system handles everything from leaderboards to prize distribution.
- Flexible contest rules: profit-based, volume-based, or custom
- Real-time leaderboards that build excitement
- Automated prize distribution and notifications
- Demo and live account contests supported
Advanced IB Portal
Grow your business through partners. Our sophisticated introducing broker system supports multi-tier commissions, flexible rebate structures, and real-time reporting - giving your IBs everything they need to succeed.
- Multi-tier commission structures (up to 10 levels)
- Flexible rebate configurations per symbol or group
- Real-time commission tracking and reporting
- Dedicated IB portal with marketing materials
Everything You Need to Run a Brokerage
From compliance to client retention, our back office covers every aspect of brokerage operations.
Negative Balance Protection
Automatic protection that safeguards both clients and your brokerage from excessive losses during volatile markets.
Comprehensive Reporting
Real-time dashboards and exportable reports covering every metric from trading volumes to client profitability.
Flexible Bonus System
Run welcome bonuses, deposit matches, and promotional campaigns with a powerful, configurable bonus engine.
CRM Integration
Built-in CRM with lead tracking, task management, and automated follow-ups to maximize conversions.
Email & SMS Automation
Automated notifications, marketing campaigns with template editor, and transactional messages to keep clients engaged.
Multi-Language Support
Serve clients globally with full multi-language support across the client area, mobile app, and all communications.
Role-Based Access
Granular permissions system that lets you control exactly what each team member can view and do.
Native Platform Integration
Seamlessly connects with MT4, MT5, and The Edge platform with native support for all trading operations.
Expand Your Brokerage with Premium Modules
These add-on modules are not included in the $6,000/month Full Broker Stack. Each module can be added individually to any plan and integrates seamlessly with your existing setup.
Advanced IB Portal
Multi-tier IB structures, real-time commission dashboards, sub-IB management, and detailed performance analytics for your introducing brokers.
Social Trading Module
Copy trading with configurable settings (leverage, copy type, margin/% stop copy levels), leaderboards for top traders ranking, and full transparency for followers.
IB & Sales Commissions Automation
Automated real-time commission calculations for IBs and sales teams. Multi-tier structures, custom rules, and rapid payout processing.
Real-Time Trader Contest Module
Drive performance with live contest leaderboards, customizable contest rules, prize tiers, and automated tracking for your sales and IB teams.
Sales Bonus Module
Configure and automate bonus campaigns for your sales team. Welcome bonuses, deposit matches, volume-based rewards, and promotional incentives.
MAM Module for MT4
Multi-Account Manager for MT4 enabling professional money managers to trade multiple client accounts simultaneously with flexible allocation methods.
Choose What Works for Your Brokerage
Get the Back Office & CRM standalone, or save with the complete technology stack.
- Client onboarding & eKYC
- E-Wallet & payments
- IB management
- 50+ PSP integrations
- 24/7 support
- The Edge Platform
- Liquidity Bridge
- Back Office & CRM
- IB Portal
- 24/7 Global Support
Ready to Streamline Your Operations?
Simplify your back office with Finstek's all-in-one brokerage management solution.
Schedule a Demo →Real support. Not just at launch.
Whatever needs configuring — new or changed — our team works with you directly. Day one or year three.
Talk to us →
sales@finstek.com
+44 330 822 6201