TRANSACTCLOUD CRM

The CRM built for brokerages, not adapted for them

From lead capture to live trading — onboarding, compliance, account management, and partner programs in one platform.

Everything your brokerage needs to operate

Purpose-built for running a brokerage — MetaTrader integration, multi-currency accounting, and regulatory workflows out of the box.

Streamlined registration with built-in KYC, PEP screening, sanctions checks, and document verification.

11+ account types with real-time sync to MetaTrader 4 and MT5 for balance, equity, and margin.

Double-entry accounting with multi-currency wallets and configurable approval chains.

Multi-level introducing broker hierarchies with automated commission calculation and partner dashboards.

Performance fee calculation, investor allocation, and regulatory documentation for managed products.

Deploy under your brand with complete data isolation. Multi-tenant architecture with logo, colours, and language customisation.

Integrates with Phoenix, Reflex, and SyncApp to deliver a complete white-label brokerage stack.

Let's talk about what TransactCloud can do for your business.