What FX Back Office does

FX Back Office (FXBO), operated through the legal entity TEC FX Back Office Limited, is a Cyprus-based B2B SaaS provider specializing in CRM and back-office solutions for the forex brokerage industry. Founded in 2015 and headquartered in Limassol, the company serves forex brokers, proprietary trading firms, and adjacent financial services businesses, providing tools for client onboarding, KYC/AML compliance, multi-level Introducing Broker (IB) management, payment processing, marketing automation, and back-office workflow automation.

The platform is built on a modular SaaS architecture with a core Back Office CRM product and modular add-ons including Client Area, Partner Area (IB), Mobile App, Prop Trading CRM, B2B CRM, Service Desk, and a Tiered Loyalty Program. It supports over 400 integrations spanning seven major trading platforms (MetaTrader 4/5, cTrader, Match-Trader, Devexperts, X Open Hub, Condor), 360+ payment providers, multiple VOIP providers, and six KYC/AML verification services (Shufti Pro, Sumsub, Muinmos, IDWise, Seon, 5comply). The platform holds ISO 27001:2022 certification for information security, supports native iOS/Android mobile applications with biometric authentication, and offers extensive white-label customization.

FXBO generates revenue through subscription-based SaaS contracts billed monthly, with quote-based pricing tailored to each broker's size and feature requirements. Distribution is exclusively direct enterprise sales anchored by a consultative demo motion; the company reports 250+ clients worldwide including M4Markets, InstaForex (a client since 2018), XS.com, JFD Brokers, and Kohle Capital. The company is privately held with no disclosed external funding, indicating founder-financed growth. Recent leadership expansion added a Chief Commercial Officer and a Sales Manager in 2026, and Nicole Demosthenous was promoted to COO in 2024.

Name

FX Back Office

Legal name

TEC FX Back Office Limited

Website

https://fxbackoffice.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

FX Back Office (FXBO) is a Cyprus-based B2B SaaS provider of CRM and back-office solutions for forex brokers, prop trading firms, and related financial services businesses, offering modular products with 400+ integrations serving 250+ clients worldwide.

Ownership category

akta.pro rank

Product category

Forex Brokerage CRM Software

NAICS

Software Publishers (513210), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Commodity Contracts Intermediation (52316)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Finance Services (6199)

akta.pro primary industry

Embedded FX & Cross-Border Treasury (FSAGALAG)

Keywords

• Forex CRM software
• Back office automation
• Trading platform integration
• KYC compliance tools
• IB management systems

Headquarters

HQ city

Limassol

HQ country

Cyprus

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations, Others

Revenue model

1. SaaS Subscription / Platform Licensing: FXBO operates as a B2B SaaS provider offering subscription-based access to its forex CRM and back office platform. The pricing is described as competitive and tailored according to client needs. The company provides ongoing technical support and custom development services as part of their offering.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

FX Back Office (FXBO) sells a fully automated, highly customizable SaaS CRM and back-office platform built exclusively for forex brokers and proprietary trading firms. Its modular product suite covers client onboarding, KYC/AML compliance, sales and lead management, IB/affiliate programs, finance and payments, and client retention (loyalty program), with native iOS/Android mobile apps and 400+ integrations to trading platforms, payment providers, VOIP, and KYC vendors.

Product overview

FX Back Office is an all-in-one forex CRM platform consisting of a core Back Office solution with modular add-on products. The core Back Office CRM provides the foundation for managing client data, documents, transactions, and operations for forex brokers. This integrates with modular products including the Client Area (client portal for account and document management), Partner Area (IB/affiliate management), Mobile App (iOS/Android client mobile experience), Prop Trading CRM (for proprietary trading firms), B2B CRM (for B2B operations), and Service Desk (customer support). The platform also includes a Tiered Loyalty Program for client retention. All modules share data and workflows through the unified back office, with 400+ integrations including major trading platforms (MT4, MT5, cTrader), 360+ payment providers, VOIP services, and KYC/AML providers.

Differentiator

Problem solved

Functional benefit

Products and services

• Back Office (Forex CRM) A fully automated and highly customizable back-office CRM built exclusively for forex brokers, managing client data, documents, transactions, sales pipelines, lead/client follow-up, IB workflows, finance, and compliance operations.
• Client Area A fully-branded client portal where broker clients manage their accounts, transactions, and documents, with automated onboarding, built-in KYC, multi-currency account support, and questionnaire/appropriateness testing.
• Partner Area (IB Module) An Introducing Broker (IB) and affiliate management area enabling partners to track referrals, run campaigns, monitor statistics, manage multi-level commissions, and access promotional content.
• Mobile App A native iOS and Android mobile application giving broker clients seamless, secure access to their accounts, with biometric authentication (FaceID, TouchID, PIN, pattern), push notifications, IB management tools, MT5 Web Trader integration, and multi-language support.
• Prop Trading CRM A CRM for proprietary trading firms supporting unlimited free or paid multi-stage evaluation challenges, with controls over trading goals, limits, and risks, plus real-time trader performance tracking and account status monitoring.
• B2B CRM A B2B-focused CRM module for managing business partner relationships, company workflows, targeted marketing, and lead/interaction tracking within the forex ecosystem.
• Service Desk An integrated customer support ticketing tool within FXBO for handling client enquiries, issues, and requests to support lasting broker-client relationships.
• Tiered Loyalty Program A client retention rewards system that lets brokers offer points, tiered benefits, and redemption options redeemable for cash or crypto to their trading clients.

Quantifiable outcome

• 250+ satisfied broker clients worldwide trust the platform
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration42 records

AI capability6 records

Feature10 records

Partnerships

Eight partnerships are on record, tiered core.

• MetaQuotes (MetaTrader 4/5)coreTechnology or IntegrationDeep integration with MetaTrader 4 and MetaTrader 5 trading platforms, enabling seamless client data synchronization, trading account management, and transaction processing.
• Spotware (cTrader)coreTechnology or IntegrationIntegration with cTrader platform from Spotware, providing brokers with additional trading platform connectivity options.
• Match-TradercoreTechnology or IntegrationIntegration with Match-Trader platform, providing multi-asset trading platform connectivity for FXBO broker clients.
• Shufti ProcoreTechnology or IntegrationKYC and AML screening services provider integrated into FXBO CRM for streamlined client onboarding and compliance.
• SumsubcoreTechnology or IntegrationKYC verification provider integrated with FXBO for identity verification and AML compliance during client onboarding.
• MuinmoscoreTechnology or IntegrationCompliance technology provider integrated for client onboarding and regulatory compliance automation.
• DevexpertscoreTechnology or IntegrationIntegration with Devexperts trading platform for broker connectivity.
• X Open HubcoreTechnology or IntegrationIntegration with X Open Hub trading platform.

Scale indicators5 records

Direct peers

• Leverate: Leverate offers turnkey brokerage technology including CRM, trading platforms, liquidity, and back-office solutions for forex brokers. Operates in the same vertical SaaS niche as FXBO with comparable end customers.
• B2Broker: B2Broker is a leading liquidity and technology provider for forex/CFD brokers, offering its own CRM, client cabinet, IB module, and back-office tools. It competes head-to-head with FXBO in the broker technology stack and serves a similar broker customer base globally.
• Tools for Brokers: Tools for Brokers (T4B) develops plugins, risk management, and back-office tools for MetaTrader-based brokers. Listed among FXBO's own integration partners, the two are natural competitors and complements within the same broker technology ecosystem.
• Centroid Solutions: Centroid Solutions provides risk management, analytics, and bridge/aggregator technology for multi-asset brokers. Listed as an FXBO integration partner, it competes on risk/analytics components of the broker back office.
• Match-Trade Technologies: Match-Trade Technologies provides matching-engine-based brokerage technology, including CRM, client area, IB area, and back-office solutions for forex/CFD brokers. Direct overlap with FXBO's product suite and target customers.
• Brokeree Solutions: Brokeree provides PAMM, copy trading, and social trading modules for MT4/MT5 brokers and is an FXBO integration partner. Its solutions overlap with FXBO's partner/IB and prop trading modules for the same broker customer base.
• UpTrader: UpTrader provides turnkey brokerage solutions including CRM, client cabinets, and IB systems for forex brokers. Competes directly with FXBO on customizable, white-label broker back-office offerings.
• Tradona (formerly FxStat CRM / FinCRM): FinCRM is a specialized forex brokerage CRM with client management, IB tracking, and compliance features aimed at small and mid-sized forex brokers — a direct niche competitor to FXBO.

Broad incumbents

• Salesforce: Salesforce is the dominant horizontal CRM platform used by some larger financial services firms. While not forex-specific, brokers evaluating "good enough" generic CRM stacks represent a broad competitive alternative to FXBO's specialized offering.
• HubSpot: HubSpot is a leading horizontal CRM/marketing automation platform. Smaller brokers sometimes start with HubSpot before graduating to a vertical platform like FXBO, making it the upstream incumbent in the funnel.

Market position

Strengths5 records

Weaknesses5 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FX Back Office