Manage clients, risk, funds, IB commissions and compliance from a single browser-based back-office system. Built for forex and crypto brokers.
Full client profile with account history, trading activity, balance, KYC status and communication log. Search, filter and segment clients by any attribute.
Documents are uploaded by clients during onboarding, reviewed and approved/rejected by your compliance team with automated email notifications at each stage.
Manage all funding requests with approval workflow, payment gateway reconciliation, manual adjustment capability and full transaction ledger per client.
Live view of open client positions, net broker exposure per instrument, group margin levels and hedging coverage ratio. Alerts when exposure exceeds configured thresholds.
Multi-level IB tree with custom commission structures per IB, per client group and per instrument. Automated commission calculation and payout reporting.
Set leverage, spread, lot size limits and commission per account group. Enable or disable instruments per group. Adjust settings live without platform restart.
Daily P&L reports, volume reports, client acquisition funnels, IB commission summaries and regulatory compliance exports. Download in CSV, Excel or PDF.
Every configuration change, manual account adjustment and compliance decision is logged with timestamp, operator ID and before/after values. Immutable audit trail.
Back-office software is the operational system that runs behind the trading platform. It gives the broker's operations team control over: client accounts, KYC verification, deposits and withdrawals, risk monitoring, IB commission calculations, trade reporting and compliance documentation. Without it, brokers are managing client operations manually via spreadsheets.
Yes — enterprise back-office systems integrate with MetaTrader via the Manager API, allowing two-way synchronisation of account data, trade history and margin status. CTATech's back-office integrates natively with our own platform and can also be bridged to MT4/MT5 via standard APIs.
Standard reports include: daily P&L by account and instrument, client acquisition and retention metrics, volume traded by period, deposit and withdrawal history, IB commission payouts, margin call and stop-out events, and EMIR/MiFID II-format trade reports where required by regulation.
Modern back-office systems are cloud-hosted, accessed via browser with role-based access control for operators. This eliminates server maintenance burden, enables remote team access, and ensures automatic updates and backups. CTATech's back-office is fully cloud-native with 99.9% uptime SLA.
A 30-minute demo of CTATech's back-office will show you everything your operations team needs — from day one to scale.
Client management, risk, compliance and reporting in one cloud-based system. No spreadsheets. No manual reconciliation.