Every part of your brokerage on one system.
Payments, trading, clients, support, finance and compliance share one set of records, one intelligence layer and one approval queue. It replaces the CRM layer, not your trading platform.
Payments
Approval rate by country, card type and provider. Routing split, provider cost, and the alternative already tested.Trading
Net exposure by symbol against your limits, liquidity provider fill quality, slippage, reject rate and markout.Clients
Who is funding, who went quiet, lifetime contribution after costs, and the next action for each.Support
Tickets, deposits that did not land, documents outstanding, replies drafted in the client language.Finance
Settlements reconciled against provider statements, with the breaking transactions attached.Compliance
Documents, reviews and filings coming due, with every agent action recorded for audit.One system, a different first screen for every job.
The same records underneath. What changes is what you open on.
Chief executiveMoney found and decisions waitingOne ranked list each morning, with what each line is worth.
Head of paymentsApproval rates by routeCountry, card type and provider, hour by hour, with the better route already tested.
DealerExposure against limitsNet position by symbol, provider fill quality, scenarios simulated but never executed.
Head of supportWhat cleared overnightTickets closed, deposits traced, documents chased, and what is left for a person.
Compliance officerDocuments and filings dueEvery action with what it read, what it changed and who approved it.
Partner managerThe next rebate runEvery payout recalculated against the signed agreement, mismatches held.
Ask your brokerage a question. Get the number.
Your clients, trades, deposits, tickets and partners are held as one connected set of records, so a plain question returns a real answer with the rows it came from, in under two seconds.
Why did deposits fall yesterday?Under 2s
Which clients are about to leave?Under 2s
What does this partner actually cost us?Under 2s
Which provider fills worst on gold?Under 2s
Your CRM stores the record. BrokerOS acts on it.
| What happens | Your CRM today | BrokerOS |
|---|---|---|
| A card route starts failing | Shows the failed deposits after the fact | Tells you the same day with the amount, and has the new route tested |
| You ask why revenue moved | You build a report, or two people do | Ask in plain words, answer in under two seconds with the rows behind it |
| A client stops trading | Appears in a list of inactive accounts | Flagged before they leave, with the reason and a drafted message |
| The support queue each morning | Agents work the tickets one by one | 78% closed overnight, your team gets what is left |
| Partner rebate runs | Calculated from your spreadsheet as given | Recalculated against the signed agreement, mismatches held before payment |
| A provider fills badly | Not visible in the CRM at all | Compared across providers by instrument, with the cost per order |
| Audit asks what happened | Change logs, if the module has them | Every action with what it read, what it changed, and who approved it |
It sits on the stack you already run.
MT4, MT5, cTrader, your PSPs and your own back office stay exactly where they are. If something in your stack is custom, we build for it rather than ask you to change it.