MT5 technology
MT5 CRM Software
An MT5 CRM is a brokerage back office that integrates directly with MetaTrader 5, so trading accounts can be provisioned, balance operations applied and trading activity viewed against the client record rather than in a separate manager terminal.
The phrase "MT5 CRM" describes a specific thing: a brokerage CRM whose integration with MetaTrader 5 is deep enough that your team stops working in two systems.
That distinction matters because many CRMs claim MT5 support and mean something much weaker — a nightly import of account balances, for instance. That is not integration; it is a report. The test is whether your operations team can create an account, apply an approved deposit and see a client's trading history without opening a manager terminal.
What integration actually needs to cover
Why the last row is the important one
Operations against a trading platform can fail or time out. A CRM that records success on timeout will eventually show a client credited when no money reached their trading account — or the reverse. Both are expensive, and both are invisible until someone complains.
When evaluating any MT5 CRM, ask precisely what happens on a timeout. The answer is more informative than any feature list.
A note on server confidentiality
Your MT5 server identity is operational configuration. It belongs in your internal setup — not on your website, not in marketing material, and not in demo environments. Every demo on this site shows a generic demo server label and nothing more.
See CRM and MT5 side by side
The demo shows a client record with its trading accounts and operations on sample data.
Capabilities
What's included
Account provisioning from the client record
Create and configure trading accounts without a separate terminal.
Verified balance operations
Deposits and withdrawals applied and confirmed, with operator and reason recorded.
Trading activity on the client view
Positions and deal history attached to the person, not just an account number.
Group and condition management
Move clients between trading conditions from the back office.
IB commission on real volume
Commission calculated from actual trading activity.
Role separation and audit trail
Who did what, and who was allowed to.
Pricing
Full comparison →Starter
100 MT5 IDs
$1,000 setup
$1,000/mo
Growth
500 MT5 IDs
$1,500 setup
$1,500/mo
Pro
1,500 MT5 IDs
$2,500 setup
$2,000/mo
Enterprise
Custom / Unlimited MT5 IDs
from $3,500 setup
from $3,000/mo
FAQ
Questions
Still have a question? See the full FAQ or ask us directly.
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