Client Lifecycle
Connect onboarding, profile data and account-state workflows with supporting systems.
Broker Operations
MT4 & MT5 Broker CRM Software and Integration
Connect client onboarding, back-office workflows and trading-platform operations through a structured integration layer built around your brokerage process.
BROKER OPERATIONSPROJECT SCOPE
Layer 01PlatformTrading environment
Layer 02PricingMarket data sources
Layer 03ExecutionSupported connectivity
Layer 04OperationsClient systems & support
Scope and decisions
Plan the requirements for Broker CRM
Trading Accounts
Coordinate account creation and supported platform operations across MT4 or MT5 environments.
Payment Workflows
Integrate supported payment and balance workflows without hard-coding business logic into the front end.
API Integration
Connect internal and third-party systems through documented interfaces and controlled credentials.
Operational Reporting
Structure data flows for support, dealing, finance and management reporting requirements.
Access & Change Control
Separate operational roles, credentials and production-change responsibilities.
MetaTraderCRM by Technology Global Solutions.
MetaTraderCRM is TGS client-management and back-office software. It has dedicated MT4 and MT5 editions with separate installations and data stores. Review the real product interface and current capability descriptions on metatradercrm.com.
| Capability | MT4 edition | MT5 edition |
|---|---|---|
| Connection | Dedicated MT4 REST connector. Account import requires confirmed group access. | MT5 Web API with the broker permissions required by the chosen operations. |
| Client operations | Client records, trader portal, document/KYC review, support and team workflows. | Client records, portal, account workflows, partner tools, payments and reconciliation. |
| Copy / MAM / PAMM | Live Copy Trading/MAM execution and PAMM settlements are blocked in the current MT4 release. | Copy Trading, MAM and PAMM workflows are available within the documented product scope and configuration requirements. |
| Installation | A dedicated MT4 installation and data store. | A dedicated MT5 installation and data store. Trading workflows require appropriate permissions, background services and acceptance checks. |
External bank or provider payouts remain separate from recording a withdrawal or ledger operation. Do not treat an approved request as proof that money has moved. The product pages describe version-specific limits and operating conditions.
Explore the MT4 edition
Review the MT4 CRM capability overview before preparing connection requirements.
Explore the MT5 edition
Review MT5 CRM integration and identify the client, trading and reporting workflows your team needs.
Retain your existing CRM
Where supported interfaces and permissions are available, TGS can scope an integration with the current client system. Use the integration checklist to compare the options.
Connect client operations to platform outcomes
Map account provisioning, approved balance operations and reporting to the authoritative platform records. Define how the client system handles a delayed result, a duplicate request or a connection failure. Assign each unresolved operation to a review process.
The integration guide contains practical checks for retries, reconciliation and ownership. The delivery proposal should specify supported interfaces, permission requirements, validation scenarios and operational support rather than assuming every CRM action is part of the platform.
01 — Workflow mapping
Document onboarding, account, funding, support and reporting flows before integration begins.
02 — System interfaces
Identify APIs, webhooks, file exchanges and platform-side access required by each workflow.
03 — Integration & testing
Build and validate data flows, error handling, permissions and operational edge cases.
04 — Production support
Maintain integration documentation and coordinate changes as upstream systems evolve.
Questions
Questions about Broker CRM
Can you integrate an existing CRM with MT4 or MT5?
Yes, where the CRM and platform environment expose supported interfaces and the required technical access is available.
Do you provide a specific CRM product?
Yes. MetaTraderCRM is TGS software with dedicated MT4 and MT5 editions. Existing CRM integration can also be scoped where supported interfaces and permissions are available.
Can payment systems be connected?
Supported payment providers can be integrated when suitable APIs and compliance requirements are available.
How do you handle API credentials?
Credential handling and operational access should be designed with least-privilege access, environment separation and documented ownership.
Related reading
Continue with the connected technology layers
Discuss your infrastructure requirements
Share your target platform, current systems and required workflows with the TGS technical team.