The CRM built for brokerages, not adapted for them
From lead capture to live trading — onboarding, compliance, account management, and partner programs in one integrated platform.
Everything your brokerage needs to operate
Purpose-built for the operational realities of running a brokerage — MetaTrader integration, multi-currency accounting, and regulatory workflows out of the box.
Client Onboarding & KYC
Streamlined registration with built-in KYC workflows for Individual, Corporate, Joint, and Trust accounts. PEP screening, sanctions checks, and document verification.
Multi-Account Management
11+ account types — live, demo, PAMM, rebate, mirror, and more. Real-time sync with MetaTrader 4 and MT5 for balance, equity, and margin.
Transaction Processing
Double-entry accounting with multi-currency wallets. Deposit, withdrawal, and internal transfer workflows with configurable approval chains.
IB Programs
Multi-level introducing broker hierarchies with automated commission calculation, volume-based bonuses, and transparent partner dashboards.
PAMM & Managed Accounts
Performance fee calculation, investor allocation, and regulatory documentation for asset management products.
White-Label Ready
Deploy under your brand — logo, colours, language, terms and conditions. Multi-tenant architecture with complete data isolation.
Part of the TransactCloud ecosystem
TransactCloud CRM integrates with Phoenix (liquidity access), Reflex (market making), and SyncApp (cross-platform sync) to deliver a complete white-label brokerage stack.
Ready to modernise your brokerage operations?
Let's talk about what TransactCloud can do for your business.