VAST CRM
Complete CFD Brokerage Solution

Everything Your CFD Brokerage Needs,
Connected in One System

Bring trading technology, liquidity, CRM, KYC, payments, risk management and daily brokerage operations together through one connected CFD ecosystem.

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From Setup to First Trade

Four Stages to Build Your

CFD Desk

Set the foundation, connect the core infrastructure and bring every part of your CFD operation together before opening to clients.

  1. Stage 01

    Entity & Licence

    Establish your business structure and regulatory framework, defining the markets, instruments and services your CFD brokerage will offer.

  2. Stage 02

    Trading & Liquidity

    Set up your trading infrastructure, connect liquidity providers, configure instruments, spreads and execution requirements, and establish your routing setup.

  3. Stage 03

    CRM & Operations

    Connect your CRM, KYC and payment infrastructure while configuring client onboarding, account structures, IB programs and essential operational workflows.

  4. Stage 04

    Go Live

    Complete system testing, prepare your operational team and launch your connected CFD environment so you can begin onboarding and managing clients.

What Powers Your CFD Desk

Six Core Systems, One Connected Ecosystem

Bring the essential technology behind your CFD brokerage together through one connected infrastructure instead of managing separate systems and integrations.

  • Trading Platforms

    Connect MT5, cTrader, Match-Trader, Leverate, VertexFX and Piptrex, giving your brokerage flexibility across supported trading environments.

  • Liquidity & Connectivity

    Connect your preferred liquidity providers and trading infrastructure while managing pricing, execution, routing and the connectivity required for your CFD operation.

  • CRM & Back Office

    Manage clients, accounts, onboarding, IB operations, finance and daily brokerage workflows through a centralized CRM and administrative environment.

  • KYC & Compliance

    Build structured onboarding and verification workflows with KYC integrations, document management, approvals and operational records.

  • Payments & Wallets

    Connect payment gateways and supported financial rails for deposits, withdrawals, transfers and wallet management within your brokerage ecosystem.

  • Risk & Reporting

    Monitor trading activity, exposure, account performance and operational data through centralized risk controls, dashboards and reporting tools.

Why Connected Systems Matter

The Real Advantage Is
How Everything Works Together

A CFD operation becomes easier to manage when client data, trading activity, payments, partners and risk information move through connected systems instead of isolated workflows.

  1. One Client, One View

    Bring client profiles, accounts, documents, transactions and trading activity into one connected view, giving your team the context they need to manage each client relationship.

  2. Trading Connected to Operations

    Connect trading activity with the CRM and back office so account information, platform activity and operational workflows can work together instead of being managed separately.

  3. Payments Without the Extra Steps

    Connect payment infrastructure with client wallets and account operations to make deposits, withdrawals and transaction management easier to track across the brokerage.

  4. Risk Information in Real Time

    Give your team visibility into trading activity, exposure and account performance through connected risk controls and real-time operational information.

  5. Partners That Stay Connected

    Manage IB and affiliate relationships alongside client and trading data, with partner activity, performance and commission workflows connected to the wider brokerage operation.

  6. One Operational Picture

    Bring client, trading, payment, partner and risk information together so your team can monitor the business from connected dashboards, reports and operational tools.

The whole desk

One system, under your name

Everything a CFD brokerage runs on, delivered as one platform and branded as yours from the first screen a client sees.

  • Platform and liquidity
  • CRM, KYC and payments
  • Live risk and reporting
  • Cloud or your own server
The brokerage console open on a laptop with the mobile app beside it

Questions About CFD Brokerage

Before You Launch Your CFD Brokerage

Key questions brokers ask when planning, connecting and launching a complete CFD brokerage operation.

  • A CFD brokerage typically requires a suitable regulatory setup, trading platform, liquidity connectivity, CRM and back-office infrastructure, KYC and compliance workflows, payment connectivity and risk management tools. These components need to work together so client onboarding, account management, trading, transactions and reporting can operate as one connected brokerage environment.

  • Yes. You can connect your preferred liquidity providers and payment service providers through the supported infrastructure. Multiple liquidity sources and payment gateways can be integrated into the brokerage setup, allowing your team to manage connectivity, routing and transaction workflows according to your operational requirements.

  • The brokerage environment can connect with multiple trading platforms, including MT5, cTrader, Match-Trader, Leverate, VertexFX and Piptrex. This allows brokers to select the trading infrastructure that fits their operating model while keeping CRM, client management and back-office workflows connected.

  • Yes. The purpose of the connected brokerage architecture is to keep client profiles, trading accounts, transactions, payment activity and operational workflows linked across the system. This reduces the need to manage the same information across separate tools and gives your team a more consistent view of brokerage activity.

  • Yes. The setup can support existing brokerages as well as new operations. Migration planning can cover client records, trading accounts, documents, partner structures and relevant operational data, while trading, payment and other system connections are configured around the existing brokerage workflow.