VAST CRM

VAST CRM is a Forex CRM software solution made for forex brokers. It helps manage clients, KYC, IB programs, PAMM trading, Social trading, and daily brokerage tasks. Instead of stitching several vendors together, the whole desk runs from one place — an admin portal for your team and a separate IB portal for partners, both reading the same client record. Role-based access decides who sees what, every action is written to an audit trail, and onboarding, funding and partner payouts stop living in spreadsheets and inboxes.

Yes. VAST CRM includes a full Forex Back Office system. Manage accounts, wallets, deposits, withdrawals, transfers, and compliance in one place. Bank transfer, UPI and crypto rails settle straight into the trading account, so nothing is re-keyed between the wallet and the platform. Approvals, limits and reconciliation run on rules rather than manual checks, and real-time reporting puts balances, transaction history and the compliance trail on the same screen your team already works from.

Yes. VAST CRM integrates with MT5, Vertex FX, Leverate, and Match Trader. It also connects with Piptrex, our in-house trading system. Brokers can link their own branded trading platform and manage everything from one dashboard. Every connection ships switched on: accounts, groups, balances and trade history sync both ways from day one, so an account opened against a client record never has to be entered a second time on the platform. cTrader is supported as well, and the bridge, price feed and back office all speak to the same client and IB structure you already run.

Yes. That is what makes VAST CRM different. Manage clients, trading accounts, PAMM, Social Trading, IB programs, KYC, deposits, withdrawals, and reporting in one unified Forex CRM platform. The IB side supports direct, level-based and offer-based structures, with lot-based, profit-sharing, hybrid and activity-based rebate programs that pay out on their own. PAMM covers manager accounts, profit sharing, rollovers and performance analytics, while Social Trading handles subscriptions, performance fees and automated trade synchronisation — and the whole partner network stays visible from a single screen.

VAST CRM includes Veriff and Subsum integration, plus a built-in KYC module. Brokers can manage onboarding in an easy and secure way. This ensures full control and strong compliance support. Documents are verified before an account is funded, role-based access limits who can see or change a client record, and every action in the portal is logged against an audit trail. Deploy it on your own server or host it with us — either way, client data and the movement of funds stay inside a system your compliance team can evidence.