Frequently Asked Questions (FAQ)

In this section we will answer the most common frequently asked questions (FAQ) we get from interested parties about our Forex CRM and Forex back office software. 

Q: Is my data secure at CurrentDesk?

A: Yes, your data is fully secure within the CurrentDesk Forex back office. CurrentDesk is an ISO 27001:2022 certified company, which means we undergo annual independent audits conducted by accredited external bodies. These audits verify that we meet strict international standards for information security management, data protection, risk mitigation, and internal controls.

This is significantly different from a SOC 2 report, which is not a certification but rather a point-in-time audit document. While SOC 2 reports can be obtained by many companies, ISO 27001:2022 is an internationally recognized certification that demonstrates an ongoing, structured, and verifiable commitment to keeping your Forex back office data safe.

Q: Can CurrentDesk manage larger organizations and scale up as we grow?

A: Yes, the CurrentDesk Forex back office is designed to seamlessly support operations of any size, from small startup brokerages to large, multinational Forex institutions. The system architecture is highly scalable and capable of handling increasing volumes of users, transactions, client accounts, and reporting demands as your business grows.

In fact, several CurrentDesk clients began as startups and have since expanded into international organizations, continuing to rely on the same robust Forex back office infrastructure as they scaled.

Q: Does CurrentDesk have a client portal?

A: Yes, the CurrentDesk Forex back office includes a powerful client portal that closely resembles the experience users are familiar with from online banking platforms. Through this secure and easy-to-use portal, clients can deposit and withdraw funds, view transaction and trading history, generate account reports, upload KYC documentation, request support, and monitor account activity in real time.

This reduces administrative burden on your support team while empowering your clients with full transparency and self-service functionality.

Q: Does CurrentDesk have a partner portal?

A: Yes, the CurrentDesk Forex back office provides a dedicated partner portal that functions as a mini CRM for Introducing Brokers (IBs) and Asset Managers (AMs). From this portal, partners can track their referred clients, monitor commissions and rebates, manage marketing campaigns, generate performance reports, and communicate more efficiently with both clients and your team.

This strong partner support system helps you expand your network, increase referrals, and strengthen long-term partnerships.

Q: What type of Partner (IB or AM) programs does CurrentDesk offer?

A: The CurrentDesk Forex back office supports three partner rebate models to meet a wide range of business structures. You can configure rebates based on trading account groups, easily split commissions between multiple partners linked to a single account, or create complex hierarchical structures using a rebate allocation tree.

This flexibility allows you to design simple or advanced commission strategies tailored specifically to your Introducing Brokers and Asset Managers.

Q: Does CurrentDesk provide a MAM or a PAMM?

A: Yes, the CurrentDesk Forex back office includes an industry-leading, built-in MAM solution for MT4 that allocates trades down to the cent with exceptional accuracy. This allows Asset Managers to efficiently manage multiple client accounts from a single master account.

For MT5 environments, additional solutions such as Goldi can be integrated alongside the Forex back office to extend managed account functionality.

Q: What are your customer support hours?

A: CurrentDesk provides 24/7 support for critical issues to ensure that your Forex back office remains fully operational at all times. In addition, we offer 24/5 support for general, instructional, and non-critical inquiries.

This ensures that both urgent technical matters and day-to-day operational questions are handled promptly, minimizing downtime and operational disruptions for your brokerage.

Q: Can you integrate additional products?

A: Yes, every integration request involving the CurrentDesk Forex back office is carefully reviewed to ensure it meets strict technical, performance, and security requirements. This process protects your infrastructure from vulnerabilities and ensures long-term system stability.

If the product or service meets our standards, our technical team will seamlessly integrate it with your Forex back office environment.

Q: Do you support white labeling in case we have multiple brands?

A: Yes, the CurrentDesk Forex back office fully supports white labeling for brokers operating multiple brands. This allows you to run several branded platforms under one unified system while maintaining unique identities, designs, and client-facing experiences for each brand.

It is an ideal solution for multi-brand strategies and regional expansions.

Q: Does your system have a loyalty or bonus program?

A: Yes, the CurrentDesk Forex back office includes an advanced loyalty and bonus program designed to increase client engagement and retention. Brokers can automatically reward clients for rapid onboarding, deposits, trading volume, or referrals.

These incentives can be fully customized to match your marketing strategy and regulatory guidelines, helping you drive activity while maintaining compliance.

Q: Is CurrentDesk integrated with payment providers (PSPs) and payment gateways?

A: Yes, the CurrentDesk Forex back office is already integrated with numerous PSPs (Nuvei, Skrill, etc) and also connects to a payment gateway (Praxis) that provides access to hundreds of providers worldwide. This gives brokers and clients a wide range of local and international payment options.

In addition, the platform features a secure and flexible API, enabling you to integrate with almost any PSP of your choice upon request, ensuring maximum flexibility.

Q: How long does it take to start using the CurrentDesk once we sign up?

A: For new brokers that do not require data migration, the CurrentDesk Forex back office can be fully deployed within as little as one business day, assuming efficient collaboration and timely response to setup requirements.

If data migration is required, the timeline will depend on how quickly the data is provided in the correct format. Once received, migration typically takes 1–2 additional days, followed by testing and final verification.

Q: Does CurrentDesk have a compliance tool?

A: Yes, compliance is a core component of the CurrentDesk Forex back office. The platform includes a built-in KYC and document verification tool to help ensure all clients meet regulatory requirements.

For more advanced automated onboarding, the system integrates with SumSub, enabling identity verification and compliance checks to be completed in minutes.

Q: Does CurrentDesk have a tool to calculate dividends on equities?

A: Yes, the CurrentDesk Forex back office includes a dividend allocation tool. This allows you to automatically calculate, credit, or debit dividends from your clients’ accounts based on their positions in equity instruments.

This eliminates manual calculations, reduces errors, and ensures accurate financial adjustments in line with market events.

Q: Does CurrentDesk offer tools to segment and market to clients?

A: Yes, the CurrentDesk Forex back office includes an advanced marketing and segmentation module. You can categorize clients based on trading activity, region, language, account type, behavior, and other key parameters.

This allows you to create highly targeted campaigns, improve conversion rates, and deliver more relevant communication to specific client segments.

Q: Is the CurrentDesk Forex back office suitable for startup brokers?

A: Yes, the CurrentDesk Forex back office is specifically designed to support both new and established brokers. For startups, it provides essential capabilities—such as CRM, onboarding, compliance, reporting, and payment integrations—in a single platform.

This significantly reduces setup complexity and operating costs while enabling new brokers to launch, scale, and remain compliant from day one.

Q: Can the Forex back office support multiple regions and languages?

A: Yes, the CurrentDesk Forex back office fully supports multi-language and multi-region operations. This is especially valuable for brokers operating in international markets, as it enables localized interfaces, region-specific compliance settings, and customized onboarding workflows.

It ensures a seamless, consistent experience for clients regardless of location.

Q: How secure is the CurrentDesk Forex back office system?

A: Security is a top priority within the CurrentDesk Forex back office. The platform utilizes encryption, secure authentication, role-based permission controls, protected APIs, and continuous system monitoring to safeguard data.

In combination with ISO 27001:2022 certification and strict internal procedures, this creates a highly secure environment for both brokers and traders.

Q: How does a Forex back office improve operational efficiency?

A: A modern Forex back office centralizes and automates essential processes such as client onboarding, compliance verification, payment management, partner commission tracking, reporting, and customer support workflows.

By removing manual tasks and streamlining operations, CurrentDesk improves efficiency, reduces operational errors, and enables your staff to focus on growth, sales, and client relationships rather than administration.