CRM for Prop Firm
Built for Proprietary Trading Models – Scalable, Secure & Fully Customizable

CRM Solutions

Purpose-Built for the Prop Trading Ecosystem

Our CRM is designed with the specific needs of prop firms in mind — from trader onboarding and multi-phase evaluations to profit split management, account resets, and live funding. Everything you need, in one secure and customizable system.
Flexible Evaluation Stages & Rules
Create custom challenge models, rule sets, and evaluation phases (e.g., Phase 1, Phase 2, Verification) with configurable criteria such as drawdown limits, profit targets, minimum trading days, and more — all fully trackable within the CRM.
Funded Trader & Payout Management
Seamlessly transition traders from demo to live funding accounts. Automate payout requests, integrate with MT4/MT5 for real-time trading visibility, and manage profit splits based on dynamic trader performance.
KYC & Risk Monitoring Integration
Streamline compliance with built-in KYC modules, document verification, and trader activity monitoring. Stay regulatory-ready with audit trails, IP restrictions, and multi-level access control.
Partner & Referral Modules
Enable affiliate and IB systems for prop firm promotions, complete with multi-tier commissions, tracking links, dashboards, and performance analytics — built to support organic growth and partner-driven campaigns.
Key Features of Our Vertex CRM
Why Choose Our CRM for Vertex?

Our CRM system is trusted by Vertex brokers worldwide for its adaptability, security, and brokerage-specific functionality. Whether you operate a retail firm, prop desk, or multi-brand operation, our CRM gives you the flexibility and power to grow faster.

Every module, report, and integration is tailored to your operations.

Fewer manual tasks, faster conversions, and smoother workflows.
Cloud-hosted, encrypted, and built to scale as you grow.

Accelerate Your Brokerage with Elite FX Technology

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