Achieve a hassle-free experience with the integration between VertexFX and Techysquad CRM

  • Fully integrated and synchronized with VertexFX so your clients can manage all accounts without logging in to the trading terminal.
  • Supports IB and rebate modules.
  • Ready PAAM module.
  • User friendly and responsive.
  • Comprehensive protection for your business data.
VertexFX CRM | Best VertexFX CRM Provider

Introducing a CRM Software that is exclusively tailored for you


A strong, modular CRM that is affordable, scalable, highly adaptable, and includes an IB-centric module that contains some of the most cutting-edge affiliate marketing technologies for quick market expansion.

Create a fully branded CRM that provides in-house vibes and enjoy the freedom to make modifications at any time through your admin portal, giving you complete control over your CRM.


An award-winning platform.

  • VertexFX is a Multi-Level Management trading platform that allows you to manage your clients using our unique tree structure..
  • VertexFX Trader is a real turn-key trading solution for every business model whether Margin Trading or Physical Delivery, equipped with hundreds of exceptional technical analysis tools.
  • VertexFX Mobile Application offers the best trading experience powered by advanced features and it’s available on iOS and Android.
  • VertexFX Mobile Application offers the best trading experience powered by advanced features and it’s available on iOS and Android.
  • VertexFX offers a variety of free plugins and indicators to enhance your trading experience.
VertexFX CRM | Best VertexFX CRM Provider

Download VertexFX

Your Fully Branded Brokerage Firm CRM Developed within no time.

Provide exceptional service to your clients throughout their entire trading journey by utilizing a CRM system that facilitates effortless navigation to all essential services, seamlessly integrated with VertexFX. By catering to every touchpoint of your clients’ experience, you can deliver world-class service that exceeds their expectations.

IB Managment

Client support

PAMM Module

Client Portal


Comprehensive overview of all the data that is important to your clients. highly intuitive, allowing users to quickly find the services they require.

Trading Account Info​

Display important information such as balance, commissions, client/referral network growth and more.​

Easy access

VertexFX Terminal Download links.

Registration Form

Customize the fields according to your business, ranging from a simple email-only registration to a more comprehensive sign-up process. Additionally, you have the choice of a one-step combined CRM and trading account opening.

KYC Wizard​

Customize multiple levels of KYC, each with corresponding account activities permitted.​

3rd Party Integration

Easily connect to third party.

Resignation &KYC

Create a registration procedure that fits your business and regulatory needs

VertexFX CRM

Funds Management

Your clients can easily deposit and send funds instantly to their trading account with our integrated payments hub and e-wallet system.

CRM integration with VertexFX

Deposit (Payments Hub)

Select from any of our preconnected payment services provider or digital currency channels. Alternatively, connect to any electronic money issuer effortlessly with our open API


The ability to make withdraw for the amount of money from your VertexFX account directly ​

Admin Portal

Your business management gateway with more than 200 customizable parameters for your specific needs. Easily delegate duties with permissioned user roles with organizational hierarchy and even create an entire IB ecosystem that is unique to your brokerage.

Admin Dashboard

Key business insights and dynamic statistics at a glance for an immediate overview of your current business performance.

IB Managment

Enable your affiliated IBs to easily monitor their daily progress and efficiently handle their operations.

Overview of the referral network list. Display of dynamic statistics for daily performance. Personal affiliate link for easy sponsorship and online marketing.

It’s time to make operations smooth, efficient, and user-friendly.