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Xone CRM

The all-in-one portal for managing user accounts

Xone CRM is the fully integrated client and account management portal that streamlines the entire user lifecycle — from registration to trading and beyond.

Designed to serve both end users and broker support teams, Xone CRM enables traders to open accounts, verify KYC, deposit or withdraw funds, and manage personal settings with ease.

At the same time, brokers get access to essential tools for onboarding, user tracking, transaction approvals, and communication — all through a secure, web-based dashboard. Built for scalability and compliance, Xone CRM helps brokers deliver a smooth, branded, and efficient experience for every client.

Key Highlights of Xone CRM

Client Onboarding Portal

Traders can register, upload KYC documents, and open live/demo accounts in minutes.

Back Office Admin Panel

Broker teams can manage users, review activity, monitor balances, and control account status in real time.

User Profile & Account Settings

Clients can update details, reset passwords, manage preferences, and view account activity.

Clean & Intuitive UI

Designed for both beginners and professionals with user-friendly navigation and customizable layouts.

Multi-Language & Multi-Currency Ready

Designed to support global operations with localized UI and currency settings.

Deposit & Withdrawal Management

Fully integrated with payment gateways and manual approval tools for fast and secure transactions.

Document Verification & KYC

Built-in workflows for uploading, reviewing, and verifying identity documents in compliance with regulations.

Email & Notification Tools

Set up automated client emails, verification alerts, funding confirmations, and more.

Secure Role-Based Access

Restrict sensitive actions and views based on user roles and responsibilities.

Seamless Integration with Ecosystem

Fully connected with Xone Trader, Web Admin, and CRM for unified operations.

Brokerage Solutions for Fintechs & Entrepreneurs

Our solution gives fintech startups, brokers, and financial service providers access to:

  • Ready-to-deploy trading infrastructure
  • Custom branding and UI flexibility
  • Multi-asset support, including commodities, indices, and more
  • Real-time data feeds and low-latency execution
  • Secure client onboarding and back-office tools
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Start a new level of money management

Our finance apps and software are powerful tools for managing personal or business finances, helping users stay organized, track financial health, and make informed decisions.

Xone Trader is a powerful, multi-asset trading platform designed for speed, flexibility, and seamless user experience across desktop, web, and mobile.

Whether you’re a broker, bank, or fintech, Xone Trader delivers real-time execution, advanced charting, and full white-label customization — all built on a secure, scalable infrastructure.

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Xone provides solutions exclusively to professional and institutional clients. This website and its content are not directed at retail clients.
Xone does not offer investment recommendations or provide financial, legal, or tax advice.
Xone is a software development company and does not engage in investment, brokerage, or custodial services.
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