VAST CRM

Manage Every Client in One Place

Give your brokerage team one central workspace to manage members, profiles, status and client records.

Client management

Get Your Complete Client Management Software

Give your brokerage team a clearer way to manage users, profiles, and client information from the admin portal.

Central User Records

Keep client profiles, account information and member details organised within one administrative workspace.

Multiple User Types

Manage standard members, IBs, PAMM managers and social trading users from the same user environment.

Profile & Status Control

Add, edit, activate, deactivate, block or unblock users as part of everyday client administration.

KYC & Profile Visibility

Check KYC and profile status alongside the client information your admin team works with.

Fast Client Filtering

Find the records you need using filters for name, email, country, branch, campaign, date and status.

Client Data Export

Export client information when your team needs focused records for operational review or reporting.

What is in it

Everything Your Team Needs to Manage Clients

Manage client profiles, accounts, KYC and daily activity from one admin workspace.

  1. 01

    Client Profiles

    Keep client information organised and easy to access. Your team can view member details, sponsor information, branch, country and user type from the admin portal.

    • Member details
    • Sponsor information
    • Branch and country
    • User type
    • Registration details
    • Campaign information
  2. 02

    Accounts & Activity

    Manage client trading accounts and view the information your team needs for everyday account administration.

    • Live and demo accounts
    • Account balances
    • Account status
    • Deposit and withdrawal records
    • Account transaction details
    • Account data export
  3. 03

    KYC & Status

    Check KYC and profile status directly from the client list. Your admin team can quickly see which records need review or approval.

    • KYC status
    • Profile status
    • Pending records
    • Approved records
    • Rejected records
    • Quick status visibility
  4. 04

    Search & Control

    Find the right client quickly and take action from the same admin workspace. Manage records without going through separate systems.

    • Search by name or email
    • Filter by status
    • Filter by KYC status
    • Filter by branch and country
    • Edit or block members
    • Export member details

Who uses it

Give Every Team The Right View

Give every team the information they need to handle daily client operations from one admin portal.

  • Admin Team. Manage members, account information, KYC status and other client records from one central admin environment.
  • Operations. Review client records, account details, statuses and day-to-day actions without switching between separate systems.
  • Finance. Access the client and account information needed to review deposits, withdrawals, transfers and related financial activity.
  • Support. Find client information quickly and use the available account and profile details when handling support requests.
  • Compliance. Check KYC and profile status from the same client management environment and identify records that need attention.
  • Management. Get a broader view of users, accounts, KYC, finance and operational activity through the admin dashboard and reports.

Make Everyday Client Handling Faster, Simpler and Easier to Control.

Get Your Demo Read the FAQ

Questions about client management

Everything You Need to Know About Client Management

Understand how your brokerage team can manage users, accounts and client information from the admin portal.

  • Yes. The Users module gives your admin team one place to manage member records. You can view client details, sponsor information, country, branch, campaign, user type, registration date and account status from the member list.

  • Yes. Admin users can open individual member records, edit available information and use account actions such as blocking users. The portal also provides access to credentials, campaign details, sponsor information and other member data needed for daily administration.

  • Yes. The member list supports filters such as date range, name, email, sponsor name, sponsor email, status, KYC status, profile status, branch, country, user type and campaign. This helps your team find the required client records without going through the full list.

  • Yes. KYC and profile status are available directly in the member management area. Admin teams can identify records with pending, approved or rejected KYC and profile statuses and use these fields when filtering client records.

  • Yes. The admin portal includes trading account management for connected platforms such as MT5 and Leverate. Teams can view account details, balances, account status, deposits, withdrawals, transaction information and other account-level data from the relevant account management section.

  • Yes. Member details can be exported in Excel format from the Users module. Account information for supported trading platforms can also be exported, giving your team a practical way to review or work with client data outside the admin portal when required.