The Leading Forex CRM Solution
Provided by Meta Global Solutions
We provide institutional-grade Forex CRM, plugins, data feeds, and payment solutions, empowering brokers to achieve peak performance and gain traders’ trust.
Best Forex CRM and Technology from Meta Global Solutions
From client acquisition to trade execution, our modular solutions cover every aspect of your brokerage operations by providing a reliable Forex CRM system.
Our Services For Forex Brokers & Financial Platforms
Plugin Solutions
Enhance platform functionality with custom plugins for risk management, client management, bonuses, and more
Broker CRM
Optimize your sales, check trading activity and accounts, support, and compliance workflows with a CRM built specifically for brokers for client retention. In addition, manage client onboarding, client portals, and trade management. Get real-time performance oversight.
Real-time Data Feed
Access reliable, low-latency market data feeds for Forex trading activity, indices, and crypto for superior execution.
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Payment Solutions
Integrate a global network of payment providers to offer seamless deposits and withdrawals.
Corporate Consultancy
Navigate the complexities of licensing, platform, and technical architecture with our expert guidance.
Compliance Consultancy
Navigate the intricacies of compliance regulations and ensure your platform aligns with industry standards through our expert advice for trader onboarding.
Discover the Power of Our Forex CRM Platform
A rich set of features designed to provide a competitive edge and an exceptional user experience.
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Multi-Asset Trading
Trade Forex, Crypto, Stocks, and more from a single, powerful interface and more risk control.
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Advanced Charting Tools
Utilize a full suite of professional technical indicators and drawing tools.
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Seamless Mobile Trading
Access the markets on-the-go with our native iOS & Android applications.
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Advanced Risk Management
Sophisticated tools to monitor and manage market exposure effectively and current trading activity with our CRM solutions.
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Comprehensive Reporting
Gain deep insights into your business with customizable reports and analytics.
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Flexible User Management
Manage Introducing Brokers, money managers, and multiple user roles with ease.
The Meta Global Solutions Advantage
Your Partner in Growth, Not Just a Provider.
We are a team of fintech experts dedicated to your success, offering strategic guidance and unwavering support at every stage of your forex business journey.
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Bank-Grade Security
Multi-layered security protocols and end-to-end encryption to protect your and traders data.
Unmatched Performance
Benefit from unparalleled uptime, scalability, and low-latency execution.
FIX API Connectivity
Leverage the industry standard for high-speed, reliable trade execution.
24/7 Global Support
Our expert team provides round-the-clock assistance to ensure your forex trading operations run smoothly.
Shaping Tomorrow's Brokerage with Today's CRM Technology.
At Meta Global Solutions, we are your dedicated technology partners in the world of forex and fintech. We specialize in bridging the gap between your brokerage idea and the complex technical infrastructure required to bring it to life. From powerful CRMs to integrated payment solutions, we provide the tools you need to succeed.
Frequently Asked Questions
What essential technology services do you offer for starting a new brokerage?
We cover all technology needs from A to Z for entrepreneurs wanting to create a forex brand. We offer a unified system that enables you to manage your clients, ensure trades are executed securely, and process payments with ease. Our primary goal is to empower you to focus your energy on growing and marketing your brand, instead of dealing with complex technical details. We have support tickets to help you with any query or problem.
What sets you apart from other technology providers?
We see ourselves not just as a technology vendor, but as your strategic partner focused on your success. Our biggest difference is our approach: we don’t just provide software, we also offer our deep industry experience as a consultancy service. From building your business model to increasing operational efficiency, we stand by you at every step, supporting your growth not only with technology but also with our expertise.
I want to start a new brokerage; how does the process work?
The process begins with getting to know you and proceeds step-by-step:
- 1. Consultation and Analysis: First, we hold a meeting to understand your vision and goals.
- 2. Planning and Customization: We determine the most suitable package for your needs and customize the platform with your branding (logo, colors, etc.).
- 3. Technical Setup: Our technical team completes all setup, integration, and testing processes for you.
- 4. Training and Launch: We provide training for your team on how to manage the platform and offer our full support during the go-live process.
Do you provide technical support and consultancy services after the platform launch?
Yes, absolutely. Our relationship doesn’t end at launch; on the contrary, it begins. We provide 24/7 technical support to ensure your operations run smoothly. Furthermore, as market dynamics change or as you wish to grow your business, we continue to offer regular consultancy to help you develop new strategies and keep your platform updated with the latest technologies.
What is a Forex CRM Solution?
A Forex CRM solution is a specialized client and back-office management system designed for forex brokers and trading platforms. It centralizes all brokerage operations such as client onboarding, KYC/AML verification, deposits, withdrawals, and trade tracking into one platform. Unlike generic CRMs, it integrates directly with trading systems like MT4, MT5, or cTrader to sync real-time account data.
How to choose the best forex CRM?
To choose the best forex CRM, make sure the platform integrates and fits according to your needs and seamlessly connects with MT4/MT5. Evaluate its scalability, mobile accessibility, and third-party integrations like payment gateways and VOIP. Our platform offers everything, including the above points.
Why your Forex business needs a CRM?
A CRM is essential for every forex business who are looking to manage client accounts, trader activities, KYC verifications, withdrawals, and deposits. In short, a Forex CRM streamlines operations, improves client satisfaction, and helps your brokerage scale faster.
What is the 90% Rule in Forex?
The 90% rule in the Forex means that 90% of the new traders will lose their trading capital. This highlights that how risky Forex trading is for beginners. Successful traders overcome this by focusing on disciplined strategies, consistent learning, and strong money management. The rule serves as a reminder to approach forex trading with patience, education, and a clear trading plan.
Is a CRM worth it for Forex businesses?
Yes, a CRM is totally worth it for forex businesses. It helps businesses to deal with traders, withdrawals, deposits, and client retention. It also improves customer retention through better communication and analytics-driven decision-making. In the long run, a good Forex CRM increases profitability, scalability, and operational transparency for any brokerage.
Your Strategic Partner on the Path to Success
Your success is our mission. At Meta Global Solutions, we offer a framework that simplifies and empowers every step of your brokerage journey. By managing the complex technical processes for you, we enable you to focus your energy on your market strategy and client relationships. Let us build the technology infrastructure, so you can aim for industry leadership.
