Flexible and customizable
Shape the workflows, branding and modules around how your brokerage works. If something isn't there yet, our developers can build it.
RedCherry CRM for brokers and prop firms
Run your whole brokerage from one back office.
Onboarding, KYC, wallets, payments, bonuses and your IB network, connected to your trading platforms in real time. Launch faster and scale without adding tools.
- Multi-platform trading
- 12 payment gateways
- Sumsub, Shufti Pro & Didit KYC
- Multi-level IB
Animated demo of the RedCherry back office: a new client signs up, verifies their phone, passes KYC, gets an MT5 account and makes a first deposit, and the introducing broker is paid a commission.
See RedCherry in action
A quick tour of the back office your team runs: dashboard, clients, deposits, KYC, IB network and support.
Your brokerage at a glance
Deposits, payouts, active users and open tickets on one screen, live from your trading servers and payment gateways.
- Deposit and payout statistics
- Transactions chart with date filters
- Pending tickets and KYC reviews
The client portal your traders log in to
Branded as yours, connected to the same back office your team runs.
The whole account on one screen
Clients see deposits, withdrawals, KYC level and wallet balances the moment they log in.
- Deposit and withdrawal statistics
- KYC level and next step
- Recent transactions
An all-in-one broker CRM
Built for brokerages and prop firms, with the client side and the back office in one platform.
Define IB types and as many levels as your network needs. Every closed lot splits commission up the tree automatically, by volume or lots.
What is a broker CRM, and what makes RedCherry one?
A broker CRM is the system a brokerage runs on: it takes a visitor through sign-up and KYC, holds their wallets and takes their deposits through regulated payment providers, opens their account on the trading server, pays the partner who introduced them and reports all of it to management. Most CRMs cover the sales part; a broker CRM has to cover the licence, the money and the platform too.
RedCherry does that in one platform with three faces: the back office your staff work in, the client portal your traders use, and the partner area your IBs log in to, all on one database. It ships integrated with MetaTrader 4 and 5, 12 payment gateways and three KYC providers, with zero setup fees and plans that grow with your client numbers; the full list of connections and how API access works is on Integrations & API.
Read more on the broker CRM page, see how brokerages put it to work in use cases, or compare every module on features. The team and the company behind the platform are on the about page.
Core Provider
RedCherry
Leader
London, UK
Chief Executive Officer at RedCherry
Performance Chart
$206.0
The Customer You
Your design, your business flows, your way
Easy-to-use trader management tools for your sales and retention teams.
Shape onboarding, KYC, deposits, IB payouts and retention around the way your desk already works. Set your own statuses, approval steps and onboarding flows, then manage every trader from one place.
Get startedTrading platforms
MetaTrader 4 and 5 today, with TradeLocker and cTrader coming soon. Accounts, balances and equity sync in real time.
Coming soon
Coming soon
Your whole stack, connected
Trading platforms, payment gateways, verification, communication and security, working together around RedCherry.
Security built into every layer
Cloudflare at the edge, encryption for your data and strict controls on who signs in and what they can do, so your brokerage and your clients' data stay protected.
How we protect your data
CloudflareCloudflare sits in front of every portal, with DDoS protection on its global network.- End-to-end encryptionTraffic is encrypted in transit, and sensitive data is stored with AES-256 encryption.
- Two-factor sign-inSign-ins are confirmed with a 6-digit code from an authenticator app.
- IP whitelistingEach staff member can reach the back office only from the IP addresses you approve.
- Roles & permissionsEvery team member gets exactly the access their role needs, and nothing more.
- Audit logsStaff and client activity is logged, so you can see who changed what, and when.
- reCAPTCHABot protection on sign-in and registration.
- Session expiryIdle sessions end on their own, so an unattended screen doesn't stay signed in.
Why brokers choose RedCherry
Competitive, tailored pricing
Plans sized to your team, with add-ons you only pay for when you need them.
Stability
Our founders and team have been building CRM systems for brokerages for over 15 years.
Scalability
Add desks, regions, payment providers and partners without changing systems.
Support
Technical and emergency support, 24/7.
Reliability
Our code is tightly controlled, tested and updated, so the platform keeps running 24/7.
What our clients say
Brokers and prop firms run their client areas, partner programs and back office on RedCherry.
The RedCherry CRM has made managing our brokerage operations much easier. The platform is intuitive, and having our client information and daily workflows organized in one place saves our team valuable time.
Startup Brokerage
What we appreciate most about RedCherry is its flexibility. Our brokerage has specific operational requirements, and the ability to tailor the CRM around our workflows has been a major advantage.
Online Brokerage
RedCherry has helped us bring more structure to client onboarding and account management. Our team can follow client progress more easily and spend less time switching between different processes.
New Brokerage
As our client base grew, we needed a CRM that could support more complex operations. RedCherry gave us a more organized way to manage our workflows without making everyday tasks unnecessarily complicated.
Growing Brokerage
The portal is straightforward to navigate, and our operations team adapted to it quickly. RedCherry has helped us simplify routine administrative work and maintain a clearer overview of client activity.
Broker Operations Team
We were looking for a solution that could accommodate our existing brokerage processes rather than force us into a rigid system. RedCherry's customization options made it a practical fit for our business.
Established Broker
The RedCherry CRM has made managing our brokerage operations much easier. The platform is intuitive, and having our client information and daily workflows organized in one place saves our team valuable time.
Startup Brokerage
What we appreciate most about RedCherry is its flexibility. Our brokerage has specific operational requirements, and the ability to tailor the CRM around our workflows has been a major advantage.
Online Brokerage
RedCherry has helped us bring more structure to client onboarding and account management. Our team can follow client progress more easily and spend less time switching between different processes.
New Brokerage
As our client base grew, we needed a CRM that could support more complex operations. RedCherry gave us a more organized way to manage our workflows without making everyday tasks unnecessarily complicated.
Growing Brokerage
The portal is straightforward to navigate, and our operations team adapted to it quickly. RedCherry has helped us simplify routine administrative work and maintain a clearer overview of client activity.
Broker Operations Team
We were looking for a solution that could accommodate our existing brokerage processes rather than force us into a rigid system. RedCherry's customization options made it a practical fit for our business.
Established Broker
RedCherry has improved visibility across our client management processes. Having key information accessible through one portal makes it easier for our team to stay organized and coordinate daily tasks.
Multi-Account Brokerage
For a startup broker, having the right operational tools from the beginning is important. RedCherry provides a structured environment for managing clients and building more consistent internal processes as we grow.
Startup Trading Broker
The platform has helped us streamline our internal workflows and reduce unnecessary manual coordination. We particularly value having a centralized place to manage important client-related processes.
Brokerage Operations
RedCherry offers the kind of flexibility an established brokerage needs. Our workflows are not always standard, so having a CRM that can be adapted to our operational requirements is particularly useful.
Experienced Trading Broker
Managing client relationships becomes more demanding as a brokerage expands. RedCherry helps us keep our processes better organized and gives our team a more consistent way to handle daily administrative responsibilities.
International Brokerage
RedCherry has been a useful addition to our brokerage technology stack. The combination of a user-friendly portal and customizable workflows helps us keep our operations aligned with the way our business actually works.
Trading Technology Team
RedCherry has improved visibility across our client management processes. Having key information accessible through one portal makes it easier for our team to stay organized and coordinate daily tasks.
Multi-Account Brokerage
For a startup broker, having the right operational tools from the beginning is important. RedCherry provides a structured environment for managing clients and building more consistent internal processes as we grow.
Startup Trading Broker
The platform has helped us streamline our internal workflows and reduce unnecessary manual coordination. We particularly value having a centralized place to manage important client-related processes.
Brokerage Operations
RedCherry offers the kind of flexibility an established brokerage needs. Our workflows are not always standard, so having a CRM that can be adapted to our operational requirements is particularly useful.
Experienced Trading Broker
Managing client relationships becomes more demanding as a brokerage expands. RedCherry helps us keep our processes better organized and gives our team a more consistent way to handle daily administrative responsibilities.
International Brokerage
RedCherry has been a useful addition to our brokerage technology stack. The combination of a user-friendly portal and customizable workflows helps us keep our operations aligned with the way our business actually works.
Trading Technology Team
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