Back office software for forex and CFD brokers
Run operations, finance, compliance and dealing from one secure back office — with role-based permissions, approvals, audit trails and reporting.
| Request | Client | Amount | Checks | Action |
|---|---|---|---|---|
| Withdrawal #9921 | Omar K. | $3,200 | AML ✓ | Approve |
| Deposit #9920 | Ahmet Y. | $5,000 | Auto ✓ | Credited |
| Withdrawal #9918 | Priya S. | $400 | KYC ! | Hold |
| Transfer #9917 | Nur A. | $750 | OK | Done |
What is Forex Back Office?
The back office is where your operations, finance, compliance and dealing teams do their daily work: approving deposits and withdrawals, reviewing KYC, managing accounts and groups, handling adjustments and producing reports.
Role-based permissions and a full audit trail make sure each staff member sees only what they need, and every action can be traced.
Who it's for
- Operations and finance teams
- Compliance officers
- Multi-brand or multi-entity groups
- Brokers moving away from spreadsheets
What's included
Client & Account Admin
Manage clients, trading accounts, groups and documents.
Finance Operations
Approve deposits, withdrawals, transfers and adjustments.
Compliance Workflows
KYC review, AML checks, risk scoring and document expiry alerts.
Lead Management
Lead capture, assignment and conversion tracking for sales teams.
Permissions & Audit
Granular staff roles with a full audit log of every action.
Operational Reports
Daily finance, compliance and activity reports.
One place for every back-office team
Brokers often run operations on spreadsheets and disconnected tools. A unified back office reduces errors, speeds up approvals and gives management full visibility.
- Connected to MT4, MT5 and other platforms
- Multi-brand and multi-entity support
- Approval workflows with limits
- API access for integrations
How Forex Back Office works
Define roles
Staff roles and permissions are set up for each team.
Configure workflows
Approval limits, KYC reviews and alerts are configured.
Connect systems
Platforms, CRM, payments and KYC providers are linked.
Report
Daily operational, finance and compliance reports.
Forex Back Office at a glance
| Functions | Client admin, accounts, finance, compliance, lead management |
| Controls | Role-based permissions, approval limits, audit log |
| Multi-entity | Several brands and entities |
| Integrations | Platforms, CRM, payments, KYC, API |
| Reports | Finance, compliance, operations |
Forex Back Office — common questions
A forex back office is the administrative system brokers use to manage clients, accounts, payments, compliance and reporting behind the scenes.
The CRM focuses on sales and client relationships; the back office covers operations, finance and compliance. Our solution combines both in one system.
Yes. Role-based permissions control access to data and actions, and every action is logged.
Yes. Several brands and legal entities can be managed from one installation.
Ready to launch your brokerage?
Talk to our team and get a tailored proposal within 24 hours.