Custom Onboarding
Flows for Brokers
Your brokerage, your rules. Our CRM platform is built to support fully customizable onboarding flows tailored to your business model, whether you are working with direct clients, regional markets, or large trading groups.
Multiple Onboarding Flow Options
Choose from multiple onboarding strategies to perfectly match your business model and client acquisition approach.
Default Signup Flow
Let users register freely from your global signup page. Ideal for general traffic or direct marketing campaigns with customizable account types.
Features:
- No referral or group required
- Global account types shown
- Can be disabled if needed
Country-Based Logic
Offer tailored experiences to clients based on their country. Show specific account types and comply with regional regulations.
Features:
- IP-based country detection
- Regional account restrictions
- Compliance-friendly
Partner Group / IB-Based
The most powerful and flexible onboarding method, perfect for brokerages working with trading communities or introducing brokers.
Features:
- Unique IB signup links
- Pre-configured account types
- Custom commission structures
Advanced IB Hierarchy
& Control
Multi-Level Partner Networks
Support for unlimited partner hierarchy levels where clients at any level inherit trading rules from their Master Partner.
Flexible Commission Control
Set commissions per trading instrument, time frame, and account type. Master Partners can have separate structures from sub-IBs.
Institutional & Group Setup
Create group-based structures for institutions or closed communities with custom branding and MT5 parameters.
IB Hierarchy Example
How Partner Group Onboarding Works
Our most powerful onboarding method designed for brokerages working with trading communities and introducing brokers.
Create Unique Links
Each IB or Trading Group gets a unique signup link like yourbroker.com/signup/knight
Automatic Assignment
Clients signing up via group-specific pages are automatically tagged to that IB or Group
Full Control
You predefine everything: account types, trading conditions, group branding, and commission structures
Example: Trading Group Setup
What You Set Up:
- Custom signup URL: yourbroker.com/signup/elite-traders
- Available account types: Pro, VIP, ECN only
- Commission structure: $8/lot for Master IB
- Group branding: Elite Traders logo
What Clients See:
- Elite Traders branded signup page
- Only Pro, VIP, ECN account options
- Automatically tagged to Elite Traders group
- Inherits all group trading conditions
Key Benefits of Custom Onboarding
Full Control
Control who signs up and how with custom rules and restrictions
Custom Experiences
Tailor experiences per region, partner, or campaign for better conversion
Multi-Level Commissions
Built-in support for complex commission structures and IB networks
Platform Integration
Works seamlessly with MT4/MT5 and all trading group models
Ready to Transform Your Brokerage Business?
Join 78+ successful forex brokerages using our enterprise CRM platform. Streamline client onboarding, automate compliance workflows, and scale your operations with cutting-edge technology designed specifically for forex brokers.