AltimaCRM: Forex and Brokerage Management Software
AltimaCRM helps financial services firms manage brokerage operations. It is designed for teams that need to unify trading platforms, payment gateways, and compliance workflows in one system.
At a glance
- Category
- Sales
- Best for
- Forex brokers, CFD platforms, Proprietary trading firms, Financial services companies
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Brokerage Client Onboarding, Managing Partner Networks, Prop Firm Challenge Administration, Multi-Brand Operational Control
- Integrations
- MetaTrader 4, MetaTrader 5, cTrader, MatchTrader, AltimaTrader
- Official website
- altimacrm.com
AltimaCRM is a brokerage management platform designed for the Forex and CFD industry. It is built to handle specific trading firm requirements, including trading account synchronization, Introducing Broker (IB) networks, and financial logistics.
The software is intended for Forex brokers, proprietary trading firms, and CFD platforms. It provides a centralized hub to manage the client lifecycle from lead acquisition and AI-supported onboarding to active trading and retention.
It supports brokerage operations such as multi-tier commission calculations, wallet balance monitoring, and multi-brand management across different jurisdictions. The platform connects with various trading platforms and payment service providers.
Buyers should confirm how the platform's AI verification tools align with their local regulatory requirements and ensure the supported trading platform integrations match their current technical stack.
Key Features
Supports AI-powered verification and document scanning to verify client identities in real time.
Provides synchronization with platforms like MT4, MT5, and cTrader to manage leverage, margins, and balances.
Supports multi-tier rebate logic and automated commission calculations for partner networks.
Includes audit logs and customizable risk scoring to help meet regional regulatory standards.
Integrates phone, email, WhatsApp, and Telegram conversations into client profiles.
Includes an internal wallet for monitoring fund transfers, deposits, and withdrawals across connected payment gateways.
Use Cases
Using AI-driven KYC and AML checks to verify new traders.
Tracking multi-tier IB hierarchies and automating the calculation of commissions and rebates.
Creating trading challenges with specific rules and tracking trader performance during evaluations.
Managing multiple brokerage brands and legal entities from a single administrative login.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
AltimaCRM supports direct integrations with MT4, MT5, cTrader, MatchTrader, and AltimaTrader.
Yes, the system is designed for multi-brand, multi-platform, and multi-jurisdiction operations from a single login.
It uses AI-powered KYC and AML verification, integrating with providers like Sumsub and Shufti Pro to scan and verify documents.
Source category: Sales
Source subcategory: CRM
