PaperBot Fintech Solutions

One CRM to Power Your Forex Brokerage

Connect clients, MT5 accounts, IB networks, and trading modules in one platform built for your brokerage.

Connect clients, MT5 accounts, IB networks, and trading modules in one platform built for your brokerage.

Book a Demo

Explore the CRM

Built for every part of your brokerage

  • Forex CRM

  • MT5

  • IB Network

  • PAMM

  • Forex CRM

  • MT5

  • IB Network

  • PAMM

PaperBot brokerage modules connected in one platform

Forex CRM

Your Brokerage. One Connected Platform.

Manage clients, accounts, leads, and reporting with a Forex CRM tailored to the way your brokerage operates.

Manage clients, accounts, leads, and reporting with a Forex CRM tailored to the way your brokerage operates.

Clean dashboard UI displaying asset categories and portfolio balance at a glance
Client Management

Manage registrations, accounts, and client transactions.

Transfer screen showing send and receive flow with low fee indicator
MT5 Integration

Open and manage MT5 accounts from your CRM.

Analytics panel with live performance charts and asset tracking metrics
Reports & Insights

Turn client and trading activity into actionable reports.

Security settings screen showing multi-layer protection and authentication status
Security & Access

Protect client data with encryption and MFA.

Responsive client portal across mobile and desktop
Responsive client portal across mobile and desktop
Your Brand, Every Device

A responsive client portal with your colors and themes, plus a mobile app for account access on the go.

Automation rule builder interface with custom trigger and action configuration
Automation rule builder interface with custom trigger and action configuration
Lead Management

Import leads, track contacts, and measure conversions.

Trading Modules

More Ways to Connect Your Trading Community

Extend your brokerage with IB, Copy Trading, PAMM, and Social Trading modules, connected to your client experience.

Extend your brokerage with IB, Copy Trading, PAMM, and Social Trading modules, connected to your client experience.

Illustration of PaperBot CRM modules and brokerage workflows
Introducing Brokers

Multi-level referrals and flexible commission plans.

Introducing Brokers

Multi-level referrals and flexible commission plans.

Introducing Brokers

Multi-level referrals and flexible commission plans.

Copy Trading

Copy selected traders with configurable risk settings.

Copy Trading

Copy selected traders with configurable risk settings.

Copy Trading

Copy selected traders with configurable risk settings.

PAMM

Allocate trades and calculate manager performance fees.

PAMM

Allocate trades and calculate manager performance fees.

PAMM

Allocate trades and calculate manager performance fees.

Social Trading

Share signals, compare strategies, and connect traders.

Social Trading

Share signals, compare strategies, and connect traders.

Social Trading

Share signals, compare strategies, and connect traders.

Technology & Security

Built Around Your Brokerage
and Client Data

Cloud infrastructure, encrypted data transmission, access protection, and regular updates support dependable brokerage operations.

Cloud infrastructure, encrypted data transmission, access protection, and regular updates support dependable brokerage operations.

Secure asset management panel with encrypted storage and access control indicators
Secure asset management panel with encrypted storage and access control indicators
Encrypted Data

Protect sensitive information during data transmission.

Global transfer screen with end-to-end encryption and fraud detection badge
Global transfer screen with end-to-end encryption and fraud detection badge
Multi-Factor Authentication

Add a second verification step to account access.

Multi-layer security dashboard showing firewall, authentication, and monitoring status
Security Monitoring

Firewalls, intrusion detection, and regular security audits.

Automated security rule interface with real-time threat response configuration
Automated security rule interface with real-time threat response configuration
Updates & Support

Regular patches and dedicated technical assistance.

Getting Started

A Guided Path from Setup
to Ongoing Support

Consultation, customization, migration, training, and testing help your team launch with confidence, backed by ongoing support.

Consultation, customization, migration, training, and testing help your team launch with confidence, backed by ongoing support.

From the PaperBot brochure

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Clients across CRM and bespoke solutions

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Broker partnerships

0+

Years of team experience

  • Guided Onboarding

    PaperBot implementation

    Discuss your requirements with our team. We configure your branding, user roles, workflows, and integrations around the way your brokerage operates.
  • Guided Onboarding

    PaperBot implementation

    Migrate your existing data with support from our specialists. Training, documentation, and pre-launch testing prepare your team for the new CRM.
  • Guided Onboarding

    PaperBot implementation

    Launch with ongoing technical support, regular updates, and security patches. Our team helps you keep your brokerage platform running smoothly.
  • Guided Onboarding

    PaperBot implementation

    Discuss your requirements with our team. We configure your branding, user roles, workflows, and integrations around the way your brokerage operates.
  • Guided Onboarding

    PaperBot implementation

    Migrate your existing data with support from our specialists. Training, documentation, and pre-launch testing prepare your team for the new CRM.
  • Guided Onboarding

    PaperBot implementation

    Launch with ongoing technical support, regular updates, and security patches. Our team helps you keep your brokerage platform running smoothly.

From setup to support

Solutions

A Platform Built
Around Your Brokerage

Start with the CRM and add the trading modules your brokerage needs. Contact us for a tailored proposal.

Start with the CRM and add the trading modules your brokerage needs. Contact us for a tailored proposal.

CRM Demo

Module Demo

Forex CRM
The foundation for your brokerage operations.

Let’s Talk

Request a Demo

Client and account management

MT5 account integration

Lead tracking and reports

Encryption and MFA

Training and onboarding

Trading Suite

Modular

Connect your IB network, traders, and money managers.

CRM

Modules

demo

Request a Demo

Configure modules for your brokerage

PaperBot team

Ask us about setup, migration, and integrations.

Unlimited IB network levels

Custom IB commission plans

Referral tracking and analytics

Copy Trading with risk controls

PAMM allocation and fees

Social Trading and signals

Mobile-responsive client portal

Trader profiles and performance data

Detailed transaction reports

Telegram notifications and updates

Ongoing support and software updates

CRM Demo

Module Demo

Forex CRM
The foundation for your brokerage operations.

Let’s Talk

Request a Demo

Client and account management

MT5 account integration

Lead tracking and reports

Encryption and MFA

Training and onboarding

Trading Suite

Modular

Connect your IB network, traders, and money managers.

CRM

Modules

demo

Request a Demo

Configure modules for your brokerage

PaperBot team

Ask us about setup, migration, and integrations.

Unlimited IB network levels

Custom IB commission plans

Referral tracking and analytics

Copy Trading with risk controls

PAMM allocation and fees

Social Trading and signals

Mobile-responsive client portal

Trader profiles and performance data

Detailed transaction reports

Telegram notifications and updates

Ongoing support and software updates

CRM Demo

Module Demo

Forex CRM
The foundation for your brokerage operations.

Let’s Talk

Request a Demo

Client and account management

MT5 account integration

Lead tracking and reports

Encryption and MFA

Training and onboarding

Trading Suite

Modular

Connect your IB network, traders, and money managers.

CRM

Modules

demo

Request a Demo

Configure modules for your brokerage

PaperBot team

Ask us about setup, migration, and integrations.

Unlimited IB network levels

Custom IB commission plans

Referral tracking and analytics

Copy Trading with risk controls

PAMM allocation and fees

Social Trading and signals

Mobile-responsive client portal

Trader profiles and performance data

Detailed transaction reports

Telegram notifications and updates

Ongoing support and software updates

Transform Your
Brokerage with PaperBot

Tell us about your brokerage. We will help you plan your CRM, integrations, and trading modules.

Talk to PaperBot

hello@paperbot.ae · +971 50 507 0958

Transform Your
Brokerage with PaperBot

Tell us about your brokerage. We will help you plan your CRM, integrations, and trading modules.

Talk to PaperBot

hello@paperbot.ae · +971 50 507 0958

Transform Your
Brokerage with PaperBot

Tell us about your brokerage. We will help you plan your CRM, integrations, and trading modules.

Talk to PaperBot

hello@paperbot.ae · +971 50 507 0958

PaperBot Fintech Solutions builds Forex CRM and trading technology for brokers. hello@paperbot.ae | +44 20 4587 4809

Product

Features

Security

Solutions

Platform

Get in Touch

About PaperBot

Sales Enquiries

Support Team

UK Office

Resources

UAE Office

Brochure

Contact

Data Security

© 2026 PaperBot Fintech Solutions. All rights reserved.

PaperBot Fintech Solutions builds Forex CRM and trading technology for brokers. hello@paperbot.ae | +44 20 4587 4809

Product

Features

Security

Solutions

Platform

Get in Touch

About PaperBot

Sales Enquiries

Support Team

UK Office

Resources

UAE Office

Brochure

Contact

Data Security

© 2026 PaperBot Fintech Solutions. All rights reserved.

PaperBot Fintech Solutions builds Forex CRM and trading technology for brokers. hello@paperbot.ae | +44 20 4587 4809

Product

Features

Security

Solutions

Platform

Get in Touch

About PaperBot

Sales Enquiries

Support Team

UK Office

Resources

UAE Office

Brochure

Contact

Data Security

© 2026 PaperBot Fintech Solutions. All rights reserved.

PaperBot Fintech Solutions builds Forex CRM and trading technology for brokers. hello@paperbot.ae | +44 20 4587 4809

Product

Features

Security

Solutions

Platform

Get in Touch

About PaperBot

Sales Enquiries

Support Team

UK Office

Resources

UAE Office

Brochure

Contact

Data Security

© 2026 PaperBot Fintech Solutions. All rights reserved.

View Brochure

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