Custom forex CRM and trader's room development on MT5.
For brokers and investment firms that have outgrown an off-the-shelf CRM.
A forex CRM is three systems that have to agree: the client area, the back office and MetaTrader 5. I have built parts of each on live platforms, for a prop firm and for a multi-asset broker. I have not shipped a complete forex CRM as one product, and this page says exactly which parts are proven.
Related work in production
Freelance · TradersFlow (TRFC)In production
MT5 Manager API service and real-time risk monitor
A C#/.NET service on MetaQuotes' native Manager API, and a monitor that enforces every trading account's loss rules within seconds, for a live prop-trading platform.
- ~250 commits in 6 months
- 5 repositories
- Breach checks every ~5 s
Parts I have delivered in production
MT5 data inside your own system
A Manager API service that serves accounts, positions, deals, orders and daily history to the back office in milliseconds, with trading-rights control.
Back-office APIs with approvals
Transaction views, maker-checker approvals, paginated lists and CSV or PDF exports, behind role and field-level permissions.
Client area and back office in step
Client profile and KYC changes carried between the client portal and the back office through a message queue, so the two never disagree for long.
Deposits
Apple Pay, Google Pay and Benefit as deposit methods through Checkout.com at a live broker, with webhooks and refunds.
Admin tooling on MT5 accounts
Account statistics and guarded staff actions: manual pass or fail, freeze and close all positions.
Attribution and fraud signals
First-touch campaign capture, a funnel from click to purchase, and login IP history with duplicate-IP flags.
What I can build next
The complete CRM: client area, wallets and IB commissions
Not yet delivered as a finished product
These are the parts that turn those pieces into a full forex CRM. I can design and build them. I have not delivered them as one finished product, so each starts with a written design and a proof of concept on your MT5 access.
Trader's room
Registration, KYC status, MT5 account opening, deposits, withdrawals, internal transfers and trading history in one client area.
Investor portal
P&L, balance, equity, margin and performance reports per account, with statements an investor can download and balance alerts.
Wallets on a ledger
Client, investor and IB wallets on a double-entry ledger, where every deposit, withdrawal, transfer and fee is posted exactly once.
Multi-level IB commissions
Referral trees with sub-IBs, lot, spread or volume based formulas agreed in writing with worked examples, and commission runs that can be resumed and audited.
Performance fees
Fees on investor profit with a high-water mark, calculated from MT5 deals and shown line by line on the statement.
Staff roles and audit trail
Permissions enforced on the server for every action, second-person approval for money movements, and a log of who did what.
Before it goes liveTwo things decide feasibility before any code: what MT5 access you really have (a Manager login belongs to one broker's server) and whether the wallet you describe is regulated in your market. A discovery sprint answers both.
Proof, not promises
- MT5 Manager API service and real-time risk monitorFreelance · TradersFlow (TRFC)The MT5 Manager API service, admin tooling and marketing attribution for a live prop-trading platform.
- Payments and crypto back office at a live brokerJob · CFI FinancialBack-office APIs, maker-checker flows, field-level permissions and payment methods at a live multi-asset broker.
How we can work together
Start small. Commit when it works.
Every engagement starts with a written scope. You know what you are getting, what it costs and what is left out before any work begins.
- 01Fixed fee · 1 to 3 weeks
Technical discovery sprint
I review your requirements, existing code and third-party access, then deliver a written architecture, a feasibility and risk report and a milestone plan. Yours to keep, whoever builds it.
- 02Paid by milestone
Fixed-scope MVP build
A defined first release, built in milestones on a staging environment you can use throughout. You pay for delivered milestones, not for hours.
- 03Monthly
Founding engineer contract
I join as your hands-on technical owner: architecture, backend, front end, infrastructure and releases, working directly with you.
- 04Part-time · monthly
Fractional technical lead
You already have a developer or a small team. I own the architecture and the risky parts, review the work and keep delivery honest.
I quote each engagement in USD after a first call. I work from Malaysia with no agency layer, so the budget goes into engineering, not account management. I price on scope and responsibility, and I am not the cheapest option.
- You work with the person doing the work
- Written scope and milestones
- Source code, access and documentation handed over
- NDA on request
- Full-time, 40+ hours a week, from about three weeks after we agree
How we would work
- 01
A short call
A no-obligation conversation about what you are building, what exists already and what success looks like.
- 02
A written scope
What I will build, what I will not, the risks and the price. Larger or unclear projects start with a short, paid discovery sprint.
- 03
Small, visible releases
You see working software early and often, on a staging environment you can click through.
- 04
Handover and support
Source code, access, documentation and runbooks, with ongoing support if you want it.
Questions
- Should we buy a forex CRM or build one?
- Buy one if a standard product fits how you operate: it is faster and cheaper to start. Build or extend when your IB plan, investor structure or approval rules do not fit the product, or when you need to own the code and the data. I will say so in the first call if buying is the better answer for you.
- Can you connect MT5 to the CRM or client area we already have?
- Yes. MT5 integration is work I have done in production. Accounts, groups, balances and trading history are kept in step through one adapter on the Manager API or Web API, so the rest of your system never calls MT5 directly.
- How do you calculate multi-level IB commissions?
- From MT5 deals, with a formula we agree in writing first, including worked examples for each tier. Runs are idempotent, so a failed month-end can be resumed without paying anyone twice, and every figure can be traced back to the deals behind it.
- Do you build PAMM, MAM or copy-trading systems?
- Yes, as a new build. I have not delivered one yet, and I say so up front. The core is allocation accounting: each investor's share of the master account's results, worked out from MT5 deals and posted exactly once, with performance fees on a high-water mark. That rests on what I already run in production: reading MT5 deals reliably and making money events safe to retry. MAM and copy trading also place trades on client accounts, which depends on the rights your MT5 server grants, so I start with a proof of concept on your server.
- Do you work with MT4, cTrader, Match-Trader or DXtrade?
- Yes. The job is the same on each platform: one adapter that keeps accounts, balances and trading history in step with your system, with every write made safe to retry. My production work so far is on MetaTrader 5 and I have not yet shipped on the others, so on a new platform I begin with a short proof of concept against your server before quoting the build.
- Is a client wallet regulated?
- Often, yes. Holding client money or moving it between people can need a licence, depending on your market. I am an engineer, not a lawyer or a regulated firm: I design the system so the rules can be met, and your legal adviser confirms what those rules are.
- Do you have your own MT5 server or Manager API licence?
- No. Manager API access belongs to the broker or the firm that licenses the MT5 server. I build with the access you have, and the first step is confirming exactly what that access allows.
Tell me what you are building.
A few lines are enough: what it is, where it stands today, and what you need from an engineer. The form is just below, or email me if you prefer. I reply within two working days.