FOREXAA combines client operations, CRM, trading connectivity, partner management and brokerage infrastructure into one connected stack — so the whole operation runs as a system, not a pile of tools.
It is the layer between your clients and your markets: the CRM that knows every client, the back office that runs the day, the partner system that scales reach, and the connectivity that keeps trading, money and data in sync.
Each piece below is a real page with its own workflow and detail. The hub is the map; the product pages are the manual.
Conceptual — the way the layers connect in a FOREXAA deployment.
Client, account, partner and finance operations in one system.
Open FOREXAA CRM →The branded portal your clients use for everything but the chart.
Open Trader's Room →Run your partner network with attribution you can audit.
Open IB / Affiliate →Strategy sharing, allocation and managed portfolios, branded.
Open Social & Copy Trading →Operations teams who run clients, accounts and money
Compliance teams who need audit-grade records
Partner managers scaling an IB or affiliate program
Founders standardizing a growing brokerage
The broker-technology layer sits above the infrastructure and beside the platforms, sharing one client record.
It is a distinct layer you can adopt alongside the platform you run. You can start with the CRM and back office, or deploy it with a white-label platform as one plan.
Yes. It is designed to connect to an existing operation and extend it; migration scope is confirmed per project.
Client-facing, operations, partner, trading and infrastructure layers share one client record, so data flows between them instead of being re-entered.