FxCore CRMFxCore CRM
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RenaissanceQuest CE
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Related Products
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About
FxCore CRM is a purpose-built forex CRM designed specifically for forex brokers, CFD brokers, prop trading firms, and financial service providers. It streamlines the entire client lifecycle — from seamless onboarding and KYC/AML verification to IB and affiliate management, deposits and withdrawals, and end-to-end compliance workflows.
With native MT4/MT5 integration, teams gain real-time visibility into trading accounts, balances, and client activity — all in one centralized platform. Role-based access controls ensure the right people see the right data, while customizable reporting and revenue tracking dashboards give management full insight into partner performance, IB commissions, and business growth.
Built to reduce operational overhead and manual work, FxCore CRM helps brokerages stay compliant, scale their partner and affiliate networks, and deliver a smoother experience for both clients and internal teams.
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About
Renaissance is our all-in-one compliance management system (CMS) that helps simplify the process of assigning important compliance tasks to your broker-dealers and/or investment advisors. The Renaissance system’s main dashboard features an icon-driven menu structure that guides users to their most time-sensitive compliance tasks. Our dynamic reporting dashboard makes it easy to align your compliance program objectives with your overall risk management strategies. User access rights can be mirrored after your firm’s internal hierarchy to ensure the right people have access to the right information. Create, manage and execute targeted emails based on the status of your user’s activity. Emails can be scheduled to go out daily, weekly or monthly. Our system is completely mobile compatible, allowing your users to access it from any internet-accessible laptop, tablet or smartphone.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Forex, Forex Broker, MT5, Finance
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Audience
Companies searching for a all-in-one compliance management system solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
999
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFxCore CRM
Founded: 2020
United Arab Emirates
fxcorecrm.com
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Company InformationQuest CE
United States
www.questce.com/firm-compliance/
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Alternatives |
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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Integrations
mT5
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