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Description
DivulgeTech Forex CRM is a customer relationship management system designed specifically for forex brokerages. It brings client, partner, and back-office functions into one platform, avoiding the need for multiple disconnected tools. With direct integration to MetaTrader 4 and MetaTrader 5, it synchronizes account data, balances, and trading activity in real time, reducing manual work and ensuring operational accuracy.
The system supports comprehensive client and IB management, including multi-tier commission structures, affiliate tracking, and performance reporting. Clients have access to a secure portal for account management, deposits, withdrawals, and communication, while affiliates and introducing brokers can monitor referrals and commission earnings through their own interface.
In the back office, the CRM handles daily tasks such as deposits, withdrawals, commission calculations, and reporting. Compliance functions include KYC and AML workflows, document storage, role-based permissions, and two-factor authentication, helping brokers meet regulatory standards.
The modular design makes the CRM adaptable to different business models. It supports integrations for PAMM, social trading, and copy trading, while REST APIs and webhooks allow custom connections to third-party services or payment providers. Multiple payment gateway options are available, offering clients flexibility in funding and withdrawals.
DivulgeTech complements the platform with onboarding, documentation, and continuous technical support. With more than 15 years of experience in CRM and financial software development, the company emphasizes reliability, integration, and scalability.
For more details check divulge.tech/forex-crm
Description
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Black Diamond Wealth Platform
No
ByAllAccounts
No
Charles Schwab
No
Envestnet | Tamarac
No
Fidelity
No
MetaTrader 4
Yes
MetaTrader 5
Yes
Microsoft Outlook
No
MoneyGuide
No
Morningstar Advisor Workstation
No
Integrations
Black Diamond Wealth Platform
Yes
ByAllAccounts
Yes
Charles Schwab
Yes
Envestnet | Tamarac
Yes
Fidelity
Yes
MetaTrader 4
No
MetaTrader 5
No
Microsoft Outlook
Yes
MoneyGuide
Yes
Morningstar Advisor Workstation
Yes
Pricing Details
$1500 / Month
Free Trial
No
Free Version
No
Pricing Details
$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
