All your questions, answered

VAST CRM is a Forex CRM software solution made for forex brokers. It helps manage clients, KYC, IB programs, PAMM trading, Social trading, and daily brokerage tasks. Instead of stitching several vendors together, the whole desk runs from one place — an admin portal for your team and a separate IB portal for partners, both reading the same client record. Role-based access decides who sees what, every action is written to an audit trail, and onboarding, funding and partner payouts stop living in spreadsheets and inboxes.

Yes. VAST CRM includes a full Forex Back Office system. Manage accounts, wallets, deposits, withdrawals, transfers, and compliance in one place. Bank transfer, UPI and crypto rails settle straight into the trading account, so nothing is re-keyed between the wallet and the platform. Approvals, limits and reconciliation run on rules rather than manual checks, and real-time reporting puts balances, transaction history and the compliance trail on the same screen your team already works from.

Yes. That is what makes VAST CRM different. Manage clients, trading accounts, PAMM, Social Trading, IB programs, KYC, deposits, withdrawals, and reporting in one unified Forex CRM platform. The IB side supports direct, level-based and offer-based structures, with lot-based, profit-sharing, hybrid and activity-based rebate programs that pay out on their own. PAMM covers manager accounts, profit sharing, rollovers and performance analytics, while Social Trading handles subscriptions, performance fees and automated trade synchronisation — and the whole partner network stays visible from a single screen.

Yes. The VAST CRM app puts the desk in your pocket: track and assist clients, open and manage live or demo accounts, set role-based access for your internal team, and clear payments in a single tap. Smart analytics gives live insight and reporting on your core metrics, and real-time alerts push market movement and transaction activity as it happens rather than when you next open a laptop. It is distributed as an Android APK — ask the team and we will send you the current build.

Yes. VAST CRM integrates with MT5, Vertex FX, Leverate, and Match Trader. It also connects with Piptrex, our in-house trading system. Brokers can link their own branded trading platform and manage everything from one dashboard. Every connection ships switched on: accounts, groups, balances and trade history sync both ways from day one, so an account opened against a client record never has to be entered a second time on the platform. cTrader is supported as well, and the bridge, price feed and back office all speak to the same client and IB structure you already run.

KYC and payments, the two integrations a desk needs on day one. Identity verification runs through Veriff and Sumsub alongside the built-in KYC module, so documents are checked and approvals recorded without leaving the portal. On the money side, deposits and withdrawals settle over bank transfer, UPI and crypto, straight into the trading account with the full transaction history kept against the client record. Third-party tools beyond those can be wired in as well — the CRM is the layer everything else reports into, rather than another silo beside them.

Most desks are live within a few working days. It runs in three steps. A free consultation first, where we go through your objectives, your workflow, the compliances you answer to and which modules you actually need. Then customisation — your brand identity and your operational flow, not a generic install. Then testing and deployment, after which your entirely branded CRM goes live. Registration for live and demo accounts is instant from the moment it is up, so onboarding can start the same day.

Yes — it is 100% white label, so the platform carries your brand rather than ours, from the login screen to the emails your clients receive. Features, modules, branding and integrations are all chosen during setup, and the commission structures, role permissions and approval rules are configured to your business rather than forced into a template. If something you need is not in the box, it can be built: bespoke fintech development sits alongside the CRM, so the system grows with market demand instead of capping you at a feature list.

Either. Deploy it on your own server, or host it with us on our scalable infrastructure — you operate on your own terms. Brokerages with their own compliance or data-residency requirements usually take the self-hosted route and keep client records inside their own estate; teams who would rather not run infrastructure take the hosted option and get the scaling, backups and cloud storage handled for them. Either way the feature set is the same, and moving between the two later is a deployment decision rather than a migration to a different product.

VAST CRM includes Veriff and Subsum integration, plus a built-in KYC module. Brokers can manage onboarding in an easy and secure way. This ensures full control and strong compliance support. Documents are verified before an account is funded, role-based access limits who can see or change a client record, and every action in the portal is logged against an audit trail. Deploy it on your own server or host it with us — either way, client data and the movement of funds stay inside a system your compliance team can evidence.