Outgrown your current CRM or platform?
Slow support, missing features, data spread across vendors — switching is easier than it looks. We migrate your data and plan the cut-over with your team.
Common reasons brokers switch to us
Support is slow
Tickets wait for days while your desks lose money. We give you direct access to the team that built your platform.
Nothing talks to each other
CRM, portal and trader from different vendors, reconciled by hand. Our modules share one data layer.
You cannot get changes made
Your roadmap depends on someone else's. We build custom features into your instance.
A planned move, not a leap
We map your current data and workflows, run the import in a test environment and verify it with your team before switching over.
- Data mapping of leads, clients, notes and transactions
- Test import and sign-off by your team
- Scheduled cut-over with our team on hand
Migration status
Switching platforms
Can you migrate data from my current CRM?
Yes. We migrate leads, clients, notes, deposits history and documents as part of set-up, and verify the import with your team.
Will my clients notice the switch?
We plan the cut-over to keep disruption minimal, and clients keep logging in on your own domain.
Can I replace just one part of my stack?
Yes. Many brokers start by replacing the CRM or client portal and keep their existing trading platform.
Get a migration plan for your brokerage
We will walk you through the CRM, WebTrader and client portal live, discuss pricing for your setup, and plan your launch.