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Shark CRM

Powering Brokerages With an Enterprise-Grade CRM for Forex Brokers

Designed exclusively for regulated brokerage houses, licensed exchange operators, and proprietary trading firms. Manage brokerage onboarding, platform administrative teams, and IB partnerships through a single secure CRM for Forex  brokers.

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Brokerage Partners Worldwide
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Asset Types Supported
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System Uptime
Shark Traders
Crypto Spot Exchange
Forex Broker
Crypto Broker
Shark Connect
Shark CRM
Shark Prop
Shark Pay
About Shark CRM

All-in-One CRM for Forex Brokers and Crypto Brokerages Operations

From trade operations tracking to Client operational fund processing and everything else, this all-in-one back-office management solution equips your team to oversee every aspect of brokerage and exchange operations. 
Admin Area

Centralized control for all forex and crypto brokerage workflows

Internal affiliate program

Simplify Introducing Broker and institutional partner management

Enhanced client experience

Enable brokers to deliver a streamlined client management interface

Mobile app accessibility

Secure admin mobile app to access key brokerage management functions.

FOREX Brokers

Wallets

Mobile Apps

Banks

Hedge funds

PSPs/EMIs

Crypto CFD Brokers

Crypto Spot Brokers

Crypto Spot Exchanges

Crypto Margin Exchanges

Multi-Assets Brokers

Converters

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High-Performance

Brokerage-Focused Forex & Crypto CRM By Shark Technologies

Top-notch Quality

At Shark Technologies, we have sourced the most advanced technology and tools to build CRM for Forex brokers, specifically for forex and crypto brokerage firms.

  • Rely on powerful Web APIs for data retrieval.
  • Use innovative design frameworks.

Dependable Service

Our team employs an agile development process and conducts multiple testing phases to deliver a robust CRM architecture.
  • Serving the forex and crypto brokerage industry for years.
  • Provide guides and educational sessions for brokerage teams.

Security-Focused

Shark Technologies aligns its reputation closely with that of your brokerage. We prioritize the security of your operational funds and sensitive business information.
  • Provide advanced monitoring systems
  • Implement robust security protocols

Launching Brokerage Operations Can Be Both Tricky and Costly

In-house CRM for Forex Brokers demands to:

  • Hiring and managing a team of 20+ skilled professionals
  • Investing heavily in IT infrastructure and equipment
  • Funding secure cloud hosting annually
  • Managing complex licensing & compliance processes
  • Handling tax payments, financial reporting, and more
  • Committing years to infrastructure development
  • Covering ongoing maintenance, security, and upgrades

Turnkey CRM solution For Forex Brokers by Shark Technologies

Get a powerful and affordable CRM for Forex brokers ready to launch in no time!

  • Trusted by brokers worldwide
  • Backed by a team of 250+ professionals
  • Provide end-to-end support
  • Upgraded services and products

Intuitive Frontend for Maximum Convenience

client_profiles

Provide client information, including their trading activities, payment methods, and more.

trader_dashboard

A customizable brokerage dashboard offers complete market analytics with live updates.

manage_payments

Support secure client fund management through integrations with leading payment service providers.

service_desk

Respond quickly to brokerage client inquiries and provide comprehensive assistance.

trading_platforms

Manage different platform integrations and maintain centralized access to operational data.

wallets
Deliver complete balance information and transaction logs across all integrated platforms.

Powerful Backend for Seamless Brokerage Management

client_profiles
Maintain a detailed database of brokerage client accounts along with operational records.
configuration
Set up various permissions and control user access to the brokerage system.
reporting

Produce comprehensive reports for better monitoring and analysis.

requests
Manage operational requests from account holders for on-time issue resolution.
bonuses
Configure partner or client retention programs in accordance with necessary compliance standards.
accounts
Utilize operational account categories, wallets, and other metrics to manage brokerage fund flows.
transactions
Monitor account fund movements and operational transactions for complete financial oversight.

Ready To Launch Your Licensed Forex Brokerage?

Simplify Brokerage Operations with the Forex CRM Software from Shark Technologies!

Get Started Now!

Integrations

Smart Integrations to Power Forex Brokerages

Mobile CRM Application with Full Desktop Functionality

We not only build and configure but also provide the necessary upgrades to brokerage CRM software to meet the highest operational and regulatory standards.

  • Intuitive interface for brokerage teams
  • Customizable to brokerage workflows
  • Multi-currency account support
  • Optimized for back-office operations
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Frequently Asked Questions

What is a Forex CRM?

A Customer Relationship Management (CRM) system is software that allows brokerages and financial institutions to manage their customer information and operations. A CRM for Forex  brokers specifically manages brokerage client accounts in the foreign exchange market, allowing businesses to assess client needs and deliver optimal service.

Shark Technologies supports all types of brokerage data import. Simply specify the necessary migration, such as client account data import, and we will ensure an efficient and secure transfer to Shark CRM.

During onboarding, we assign a dedicated account manager who provides complete documentation of the CRM’s functionalities. Our product managers will also walk your brokerage team through the platform’s features to ensure smooth CRM solution implementation.

Enter the API key in the admin panel to connect the brokerage payment systems, and the chosen payment method will be linked immediately.
In case of any issue, your brokerage team can contact our 24/7 enterprise support desk for immediate assistance. Moreover, your dedicated account manager will also coordinate to resolve any issues that may arise.
Delivering multi-asset liquidity and innovative fintech solutions to brokers, exchanges, and financial institutions globally.

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