The complete Forex back office suite for your brokerage
CurrentDesk is a broker management platform including: compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, requests, reporting and more.
Stop tracking information in spreadsheets or generic CRMs. Get a brokerage focused financial back office to do the heavy lifting for you with a tailor made Forex CRM.
Quickly see how much your brokerage is making in revenue.
Know exactly how much profit you made in the last 24 hours with automated revenue reports indicating earnings from all your data sources and platforms.
Get out-of-the-box reporting for commissions, spread markups, transaction fees, conversions, and dealing desk revenue.
Export your chosen data to Excel for even more detailed analysis.
Make regulatory compliance easier.
Streamline KYC processing and account opening for traders. Whether during or post-registration, clients can share relevant documents for immediate review. Your team can send auto-reminders from the document center to chase incomplete document uploads and increase client approval rates.
Proving compliance is now much easier and you don’t have to hassle your customers or administrators for updates.
Simplify transaction reconciliation and treasury workflows.
Track client transactions, deposits, withdrawals, internal transfers, conversions, credits and fees in your dashboard.
All major PSPs come pre-integrated to your system, which means your traders can use their favourite payment methods for deposits straight from the client portal, no matter where they are in the world.