MetaTrader 4 / 5 CRM Solution

Project

MetaTrader 4 / 5 CRM Solution

I developed a fully integrated CRM solution for MT4 and MT5 trading platforms, automating client account management, IB networks, and trading operations.

Client

MetaTrader 4 / 5 CRM Solution

Website

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In this project, I delivered a professional MT4/MT5 trading CRM designed for brokers and financial institutions to manage clients, IBs, and trading activities efficiently. Key highlights of the solution include:

Client Management & Onboarding:
- Smooth registration and KYC/AML verification for new clients.
- Real-time tracking of demo and live trading accounts.
- Automated verification and compliance workflows to meet industry regulations.
Trading Operations & Monitoring:
- Direct integration with MT4/MT5 APIs for live trade data.
- Monitoring of account balances, margin, profits/losses, and open positions.
- Instant alerts for deposits, withdrawals, trades, and account status changes.
IB & Affiliate Network Management:
- Multi-tier IB system with automatic commission calculations.
- Referral tracking and automated reward distribution.
- Analytics dashboards to measure IB performance, client acquisition, and revenue.
Financial Automation:
- Automated handling of deposits, withdrawals, and internal accounting.
- Commission, rebate, and referral calculation automation.
- Integration with payment gateways and internal financial systems.
Reporting & Analytics:
- Detailed reports on trading activity, client behavior, and IB performance.
- Custom dashboards with charts and exportable data for management decisions.
- Real-time reporting and notifications for brokers and managers.
Security & Role-Based Access:
- Secure multi-role access for admins, managers, IBs, and clients.
- Encryption of sensitive financial and personal data.
- Audit trails and monitoring to ensure operational integrity.
UI/UX & Accessibility:
- Intuitive dashboards for clients, managers, and IBs.
- Fully responsive design for desktops, tablets, and mobile devices.
- Optimized interface for smooth navigation and real-time decision-making.

Outcome:
The MT4/MT5 CRM solution provided brokers with a fully automated and scalable platform, enhancing client management, IB operations, and trading monitoring. The system reduced manual workloads, improved operational efficiency, and delivered actionable insights in real-time.