FIBONIQ CRM · BROKER BACK OFFICE

The operating system behind your brokerage.

A broker-first CRM that puts client management, trading accounts, money operations, KYC, IB networks, reporting, policies and investment products under one controlled back office.

Book a CRM Demo Explore the Back Office

MT5 + MT4Multi-BrokerFour PortalsWhite-LabelWeb + Mobile

Fiboniq CRM · Admin Back Office● System Online

Operations Overview

All brands · Live environment

Updated just now

Clients12,650

Live accounts8,942

Pending KYC28

Pending payouts14

ClientPlatformAccountBalanceStatus

Oliver ThorneMT51216335$1,901Verified

Sarah MorganMT47789765$8,420Active

Daniel ColeMT52149041$3,760Review

Emma ReedMT51102874$12,850Active

Approvals · 7 Tickets · 3 Failed jobs · 0Audit logging ON

CLIENT PORTAL●

Oliver Thorne

Wallet$1,901.00

MT5 Account1,216,335

Open Account

4Portals per brand

8Core CRM systems

MT4 / MT5Trading integration

50 levelsIB hierarchy traversal

BUILT FOR BROKER OPERATIONS

Not just a client portal. A full back office.

Your clients see a clean front end. Your team gets the control layer behind it — approvals, account actions, money movement, KYC, IB, reporting, policies and audit trails.

01 · CLIENT CONTROL

360° Client Management

One client record connects profile, KYC, trading accounts, wallets, documents, tickets, notes, tags and activity.

02 · MONEY OPERATIONS

Deposits, Withdrawals & Transfers

Approval queues, wallet movements, account transfers, limits, statuses and atomic transaction logging.

03 · TRADING OPERATIONS

Accounts & MT Management

Create live/demo accounts, manage groups and leverage, reset passwords and read balance, equity, margin and history.

INSIDE THE BACK OFFICE

Every major broker workflow, one control layer.

Explore the actual CRM functions your operations, finance, compliance, dealing and partner teams use every day.

01 · CLIENT OPERATIONS

Client 360° & Wallet

Give your operations team one screen for the full client relationship — not a collection of disconnected pages.

✓Central wallet with balance, lifetime deposits and withdrawals

✓Live and demo account opening with policy-controlled types and leverage

✓Per-account open positions, historical trades and account actions

✓Internal wallet-to-account transfers with status history

✓Tickets, documents, market events, downloads and notifications

✓Notes, tags, activity and quick staff actions from the client profile

CLIENT PROFILE · OLIVER THORNE

WALLET$1,901

ACCOUNTS3

KYCVerified

AccountPlatformStatus

1216335MT5Live

1216383MT5Active

1216891MT5Active

02 · COMPLIANCE

KYC & Compliance

Turn onboarding requirements into enforceable workflow rules instead of manual follow-up.

✓ID and address-proof uploads with document-level statuses

✓Automated Didit identity verification with manual override

✓Admin-defined questionnaire with immutable answers

✓Require KYC/questionnaire before deposits, withdrawals, live accounts or IB enrolment

✓Strict file-type, true-MIME and size validation

KYC REVIEW QUEUE

DocumentClientStatus

PassportOliverApproved

AddressSarahReview

IdentityDanielVerified

03 · TRADING OPERATIONS

Trading Accounts & Platform Integration

One platform abstraction layer keeps account operations consistent across your trading infrastructure.

✓MT5 Manager API for live/demo account creation and management

✓Balance operations, leverage, groups, password resets and history

✓Live equity and margin reads from connected trading servers

✓MT4 through the same unified CRM interface

✓Group-based routing and platform visibility policies

✓Cent-account conversion and USD-equivalent labels

ACCOUNT DETAILS · MT5

BALANCE$0.00

EQUITY$0.00

LEVERAGE1:100

ActionAccountState

Change Password1216335Ready

Change Leverage1216335Ready

04 · FINANCE

Deposits, Withdrawals & Internal Transfers

Keep every financial action controlled, traceable and consistent across wallets and trading accounts.

✓Admin-approved deposit and withdrawal queues

✓Crypto, local bank transfer and PSP gateway support

✓Configurable withdrawal limits and approval rules

✓Internal transfers with currency conversion and full history

✓Idempotency protection against double submissions

✓Atomic debit/credit logging with automatic reversal on failed credit

FINANCE APPROVALS

RequestAmountStatus

Withdrawal$2,500Review

Deposit$5,000Approved

Transfer$1,000Processed

05 · PARTNER MANAGEMENT

IB & Partner Engine

From referral acquisition to rebate payout, the partner network stays connected to client and trade activity.

✓Multi-level IB hierarchy with visual IB Tree explorer

✓Per-IB commissions, master presets and global fallback rates

✓Per-symbol-group rebate structures

✓Self-rebate exclusion and rebate-tree health checks

✓IB portal, earnings, network, withdrawals and manual rebates

✓CPA programmes and conversion tracking

IB NETWORK · REBATE OVERVIEW

CLIENTS1,248

SUB-IBS84

REBATE$46k

LevelIBRebate

Tier 1IB-1024$4.80

Tier 2IB-1089$2.10

06 · ADMIN CONTROL

Policy Engine, Roles & Permissions

Decide what each client, country, IB or employee can see and do — without code changes.

✓Client → IB → employee → manager → country → global rule precedence

✓Control account types, max accounts, leverage and visible platforms

✓Hide or gate IB, Investor Portal and Social Trading features

✓Role-based admin access with deny-by-default routes

✓Client-book scoping for sub-admins

✓Instant web, mobile and API policy parity

CLIENT FLOW POLICY

RuleScopeState

Max leverageCountry1:500

Become IBClientHidden

Live accountGlobalKYC first

07 · INVESTMENT PRODUCTS

Social Trading & PAMM / MAM

Extend the same CRM into investment products while keeping broker controls, client data and policies in one ecosystem.

✓Public leaderboard and provider performance views

✓Subscriber management and provider partner programmes

✓Investor Portal for investments, discovery and wallet history

✓Money-manager onboarding and investor allocation

✓Performance fees calculated and distributed automatically

✓Show, hide or gate products per brand, country or client

INVESTMENT PRODUCT CONTROL

PROVIDERS24

INVESTORS186

AUM$428k

StrategyReturnStatus

Alpha+9.2%Live

Gold+6.5%Live

08 · REPORTING & COMMUNICATION

Reports, Activity & Client Communication

Give every operational team the data, exports and communication controls they need to run the brokerage.

✓Trade reports, client summaries, rebate details and sub-IB performance

✓Activity logs with actor, timestamp and event detail

✓CSV, Excel, PDF and print exports

✓Branded email templates, campaigns, drip flows and send logs

✓Audience preview and client lifecycle communication

✓Per-admin table columns and operational views

REBATE DETAIL REPORT

ClientVolumeRebate

Oliver Thorne0.21$1.05

Sarah Morgan1.20$6.00

Daniel Cole0.80$4.00

CLIENT EXPERIENCE

A polished front end. Controlled by the back end.

The client-facing portal is important — but it is only one layer. The real value for a broker is the operational control underneath it.

✓Wallet, deposits, withdrawals and account management

✓KYC, documents, tickets, notifications and market events

✓Same policies across web, mobile apps and API

✓White-label branding per broker deployment

DashboardOliver Thorne · Verified

Wallet$1,901

Accounts3

Pending2

AccountPlatformBalance

1216335MT5$0.00

1216383MT5$0.00

1216891MT5$-197.98

BROKERAGE LIFECYCLE

From registration to daily operations.

Every stage stays connected, so your teams work from the same source of truth.

01Register

Client profile, referral source and initial onboarding data.

02Verify

KYC documents, identity checks and questionnaire gates.

03Open Account

Route to MT5/MT4 using group and platform policies.

04Fund

Deposit, withdrawal and wallet-to-account operations.

05Trade

Account data, trade history, IB rebates and reports flow back into CRM.

06Support & Grow

Tickets, campaigns, IB networks and investment products.

SECURITY & GOVERNANCE

Control every action. Audit every change.

Built for a financial workflow where permissions, money movement and operational accountability cannot be afterthoughts.

Money & access controls

Security is enforced at the application and operational layer, not only at the interface.

IdempotencyPrevent duplicate financial submissions.

Atomic transfersDebit/credit actions are logged and reversible on failure.

Deny by defaultAdmin routes require explicit permissions.

Scoped visibilitySub-admins see only their assigned client book.

Session hardeningSecure cookies, timeouts, HSTS and CSP.

Full audit trailAdmin actions, activity, ledger and email events.

ROLE MODEL

Access follows responsibility.

MasterFull platform control and configuration.

ManagerOperational access across assigned modules and client scope.

EmployeeOnly the client, finance, KYC or support functions explicitly granted.

ClientOwn profile, wallet, accounts and allowed portal features.

INFRASTRUCTURE

Connect the CRM to your brokerage stack.

Keep the broker's trading infrastructure and operational systems connected through one CRM layer.

MetaTrader 5

Manager API integration for accounts, balances, leverage, groups, equity, margin and trade history.

Native

MetaTrader 4

Unified CRM interface for MT4 operations alongside MT5 deployments.

Supported

Payments & Wallets

Crypto, local bank transfer and PSP gateway workflows with approval controls.

Integrated

Mobile Apps

White-label Flutter apps using the same brand, policy and API layer.

iOS + Android

See the CRM behind the brokerage.

We can walk you through the admin back office, client 360, finance approvals, KYC, IB management, reports and trading integrations on a live environment.

Book a CRM Demo +971 50 622 8195