Custom CRM for Online Trading and Brokerage

Private traders who work with individual clients face the same challenges as traditional business does: store and view great amounts of client information (personal, prospect, financial), client information management, reporting, workflow automation, analytics, forecasting, billing/invoicing, etc.

CRM technology is crucial for the success of brokerage and online trading. In the past few years there has been a considerable change in the CRM methodology concept. Hence, more and more IT providers have started to develop and customize CRM solutions for the online trading and the brokerage industry so that they be easily integrated with other systems.

Creating a comprehensive CRM system is complicated and very expensive, but it’s becoming an essential investment. So, many companies prefer to use ready-made CRM solutions, but many features still require customization and integration to meet the specific business needs. There are some short reviews of ready CRM solutions traders and brokers can use.

Forex CRM by Kenmore Design – an advanced system which is developed for forex brokers. The CRM includes all relevant operations, from client account to financial management and trade reports. The CRM can be integrated with MetaTrader, cTrader or other platform.

Interactive Brokers CRM is a database-driven system that lets advisors and brokers manage the entire customer relationship life cycle in one place. It is fully integrated into account management. The system allows users to create and store emails, notes, tasks and calendar events for each contact, send bulk emails and store the data in the cloud.

There is also such a custom open-source CRM as OroCRM. The product provides users with the following features: client accounts and contact management, sales performance dashboards, leads and opportunity management, and more. It offers a powerful reporting engine providing users with many benefits: tracking website revenues, sales force pipelines, conversion rates, etc.

Microsoft Dynamics CRM is a universal solution that can be successfully used by traders. This software package was developed by an IT giant Microsoft. The CRM system offers the following features: sales force automation, marketing planning and automation, social listening and engagement, customer service and analytics. Due to the system’s flexible architecture, Microsoft CRM Customization has become a very popular service offered by many IT vendors.


It is essential that CRM is fully integrated and customized to cover all trader’s/broker’s needs. The system should perfectly perform it main task – to dive profit by helping companies (organizations) effectively track the relationship with current and prospective customers.


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