Five tools that don't talk
A portal from one vendor, a CRM from another, KYC in a third and payments in a spreadsheet. Every client exists five times, and nobody trusts any of the numbers.
01
For forex & CFD brokers · Pilots open
Orbitra · The Forex CRM Run your whole brokerage from one place. Under your brand.
Orbitra is The Forex CRM: a client portal, back office and sales CRM for forex and CFD brokers, in one system: onboarding and KYC, wallets and payments, MetaTrader 5 accounts, partners, reports and client engagement. Your brands, your entities, your languages, on your own server.
- Portal, back office & CRM in one
- Four-eyes withdrawals
- Six languages, right to left too
- Self-hosted, encrypted
- Portal languages
- 6
- Clients load-tested
- 50k
- Screens answer in under
- 150ms
- Database per broker
- 1
Brokerages outgrow their tools
Growth stalls in the gaps between your systems.
Most brokers run on a patchwork of portals, CRMs and spreadsheets. Orbitra puts the client, the money and the team in one place, so every number agrees and nobody copies data between screens.
Clients who give up at sign-up
A long form, a confusing document upload and no idea what happens next. The client you paid to acquire leaves before they ever deposit.
02Withdrawals that keep you up at night
Who approved it? Was the card money returned first? Did the client trade at all? Without the checks in one place, every payout is a judgment call.
03One brand, one country, one language
A second brand, a new regulated entity or Arabic-speaking clients should be a setting, not a six-month project with a developer.
04From lead to funded trader
One journey, one system.
- 1A lead arrives
From your website, an affiliate or a CSV. Duplicates are merged, and routing rules hand it to the right desk and agent with a follow-up.
- 2They sign up and get verified
Your own onboarding flow, appropriateness test and agreements, then identity documents with sanctions screening and a risk score.
- 3They fund and trade
Deposits land in a wallet, move to MetaTrader 5 accounts in a click, and balances and positions update live in the portal.
- 4You keep them and grow
Academy courses, milestones, automated messages, partners who bring their own clients, and reports on what works.
What's included
- Client portal
- Back office
- Sales CRM
- Onboarding flows
- KYC & AML
- Wallets & payments
- MT5 accounts
- Partners (IB)
- Reports
- Engagement
- Support
- Academy
- Promotions
For clients and for staff
Fast for your team. Never boring for your clients.
A portal clients come back to, and a back office your sales, compliance and finance teams can work in at full speed.
Client portal
A portal your clients actually enjoy using.
Everything a trader needs on one screen: their verification progress, equity and positions updating live, accounts, money and what to do next. In light or dark, on any device, in six languages.
- A guided path from sign-up to first trade, with progress they can see
- Live and demo MetaTrader 5 accounts: open, rename, change leverage and see login details
- Balances, positions and history pushed live as they change, no refreshing
- Notifications, support requests, statements and privacy settings in one place
- Milestones that reward learning and account safety, never trading volume or deposits
Wallets & payments
Money in and out, with a ledger that always adds up.
Deposits land in the client's wallet, one per currency, and move to trading accounts instantly. Every movement is a balanced double-entry ledger entry, so the wallet balance is never a guess.
- Card payments (Checkout.com), crypto (NOWPayments), bank wire and your own test methods
- Fees, timing and currencies shown up front, with a receipt at the end
- Webhooks checked for signatures and handled once, even if the provider sends them twice
- Withdrawals with a status timeline the client can follow, and cancel while it's pending
- Nightly reconciliation against the ledger, the trading platform and each provider's settlement report
Four-eyes withdrawals
Every payout explained before anyone approves it.
Each withdrawal arrives with the reasons it might need a closer look, and the right number of approvals from different finance staff. The money is held from the moment it's requested.
- Risk flags: unverified client, fresh deposit with little trading, new payout address, card money not yet returned, daily limits, velocity and chargebacks
- One to three approvals by different people, set by amount; serious flags add one
- Card withdrawals go back to the card first, as card schemes require
- Approve or reject from the keyboard, with a full history of who did what
Sales CRM
Built for agents who live in it all day.
Leads from forms, affiliates and imports, routed to desks and agents automatically. Every screen works from the keyboard, and agents only ever see their own clients.
- Routing rules: round robin, fewest open leads, a named agent or a whole desk
- Saved views, filters, bulk assign and status changes across every matching record
- Click-to-call through Twilio, Voiso or Coperato, with outcomes, talk time and recordings logged
- Tasks and follow-ups with reminders, so no lead is left without a next step
- Exports are logged and protected against spreadsheet formula injection
Client 360
The whole client on one page.
Details, onboarding and verification, wallet, trading accounts, calls, notes, tasks and every message sent, in one place. Staff act without hunting through tabs.
- One timeline of calls, notes, KYC decisions and changes
- Email or text the client from the page, with every send logged
- Wallet, statements, accounts and partner details beside the conversation
- Shortcuts for a call, a task or a note, so the next step takes a second
KYC & compliance
Your risk-based approach, written into the system.
Compliance sets which countries add risk, how much each factor weighs and how long files are kept. Every client gets an explainable score, and every decision is recorded.
- Document upload with photo checks, and passport and ID details read from the MRZ
- Sanctions and PEP screening (OpenSanctions), plus Sumsub for automated verification if you use it
- A review queue with keyboard decisions, request changes and an append-only audit trail
- Retention periods, legal hold and automatic deletion, with a reminder to review the FATF lists
- Professional client requests checked against the ESMA criteria
Reports
The numbers management asks for, without a spreadsheet.
A dashboard of first-time deposits, money in and out, the sign-up funnel and retention, plus leaderboards for agents and desks and a report builder for everything else.
- Today live, history rebuilt every night, totals in one reporting currency
- Report builder with columns, filters, grouping and Excel, CSV or PDF export
- Scheduled reports emailed to staff, and monthly PDF statements for clients
- Staff who can't see every client only see their own and their desks' numbers
Honest about where it stands
Built for MetaTrader 5. Waiting for its first real server.
Trading accounts are where a CRM meets real money, so we tell you exactly what has and hasn't been proven. MT5 integration has not been tested on a real MT5 server yet: we need a broker's MT5 demo account to verify it.
- Built and tested: The CRM side of MetaTrader 5: account types, servers, opening demo and live accounts, leverage, balance operations, and positions and deals synced live. All of it runs today against our built-in trading platform simulator.
- The MT5 bridge: A small Windows service in C# that holds the MT5 Manager API connection and talks to the CRM over encrypted gRPC, sending platform events back signed. It passes its tests against a simulated MT5 server.
- Not yet verified on a real MT5 server: The bridge has not been run against a real MetaTrader 5 server, because that needs a broker's Manager API access. We need a broker's MT5 demo server and Manager login to verify it before any live use.
White-label, multi-entity, multilingual
Every brand looks like it was built just for it.
Give each brand its own domain, colours, fonts, corner style and logos, and see the portal change as you edit. Each regulated entity has its own countries, leverage caps, KYC requirements and risk warning. Clients pick from six languages, and Arabic reads right to left, with amounts that stay readable.
Everything else a brokerage needs
Done properly.
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01
Partners (IB)
Referral links, per-lot rebates, CPA and revenue share, multi-level sub-partners, and commission paid into wallets every day.
-
02
Onboarding flows
Build your own steps, questions, knowledge tests and agreements, target them by brand, entity and country, and publish versions safely.
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03
Engagement
Templates per brand and language, automations that react to what clients do, campaigns, announcements and consent built in.
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04
Support & live chat
A shared inbox for client requests with internal notes, and Crisp, Tawk.to, Intercom or LiveChat in the portal.
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05
Academy
Short courses with quizzes, progress and milestones. Three starter courses are included.
-
06
Promotions
Deposit bonuses paid as trading credit, released as clients trade, and switched off where regulators ban them.
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07
White-label
Brands with their own domains, colours, fonts and logos, and regulated entities with their own leverage caps and rules.
-
08
Six languages
English, Arabic (right to left), Spanish, Portuguese, French and Simplified Chinese, with your own wording per brand.
Secure and private by design
Your clients' data stays yours, and stays protected.
- A database per brokerEach broker's data lives in its own database, chosen from the address before anything else runs. Nothing falls back to another broker.
- Personal data encryptedDates of birth, nationalities, phone numbers, addresses, ID numbers and KYC files are encrypted by the application, with keys you can rotate.
- Staff 2FA and IP allowlistsStaff must use an authenticator app or passkey, and you can limit the back office to your office and VPN.
- GDPR built inClients download everything held about them and request erasure; compliance decides, and retention rules are respected.
Connectors included
Works with the providers brokers already use.
Each one is switched on and configured per broker in the back office, with credentials stored encrypted. Verified on your sandbox accounts during the pilot.
- MetaTrader 5
- Checkout.com
- NOWPayments
- Bank wire
- Sumsub
- OpenSanctions
- Twilio
- Voiso
- Coperato
- Crisp
- Tawk.to
- Intercom
- LiveChat
- S3 storage
Orbitra vs separate tools
One system instead of five.
| Capability | Separate portal, CRM & spreadsheets | Orbitra |
|---|---|---|
| Client records | Copied between five tools | One client, everywhere |
| Onboarding & KYC | Fixed forms from a vendor | Your own flows, risk rules and audit trail |
| Withdrawals | Email threads and judgment calls | Risk flags and multi-person approvals |
| Wallet balances | Reconciled by hand | A double-entry ledger, reconciled nightly |
| New brand or country | A development project | A setting, with its own entity and rules |
| Languages | English only | Six, including Arabic right to left |
| Your data | On someone else's platform | On your own server, encrypted |
Getting started
From a walkthrough to your first live client.
We're looking for brokers to pilot Orbitra with us, especially those who can provide an MT5 demo server to verify the trading integration.
How a pilot works
Walkthrough
We show you the portal and back office with sample data, and go through how your desks, entities and payment methods would be set up.
Pilot install
One Linux server with Docker runs everything. The installer generates every secret, and nightly encrypted backups go to storage you choose.
Connect your accounts
We verify MT5, your payment providers and KYC on their sandboxes together, using your accounts.
Go live
Your team works through the go-live checklist with us: backups proven with a restore drill, then your first clients.
We also recommend an external penetration test against your staging copy before launch. Email jamal@unravelers.tech to book a walkthrough.
FAQ
Questions, answered.
Something else? Partnership enquiries or an MT5 demo server to offer? Email jamal@unravelers.tech.
What is Orbitra?
Orbitra is The Forex CRM from Unravelers Technologies: one system for forex and CFD brokers that combines a client portal, a staff back office and a sales CRM, with onboarding, KYC, payments, MetaTrader 5 accounts, partners and reports built in.
Is MetaTrader 5 ready?
The CRM side is built and tested, and so is the bridge against a simulated MT5 server. It has not yet been verified against a real MT5 server, because that needs a broker's MT5 demo server and Manager API login. If you are a broker with a demo server, we would like to verify it with you before any live use.
Which trading platforms do you support?
MetaTrader 5, through our own bridge. A built-in trading simulator is used for demos and testing. Other platforms can be added through the same connector.
Have the payment and KYC providers been tested?
Each connector is checked against the provider's current API documentation and covered by automated tests. Like MT5, they are verified on the provider's sandbox with your accounts before go-live, which is part of every pilot.
Where does it run?
On your own server: one Linux machine with Docker runs the portal, back office, database, background jobs, automatic HTTPS and backups. The MT5 bridge runs on Windows next to your MT5 server.
How many clients can it handle?
We load-tested it with 50,000 clients and 1,000,000 deals: every staff and client screen answered in under 150 milliseconds on a modest server.
Can we run several brands or regulated entities?
Yes. Each brand has its own domain, look and languages; each entity has its own countries, leverage caps, KYC requirements, bonus rules and risk warning. A client's entity is chosen from their country.
Can we change the wording or translations?
Yes. Any portal text can be changed per brand and language from the back office. The non-English translations are drafts and should be reviewed by a native speaker for your market.
How is it priced?
It depends on your setup and the help you need. Email us and we'll talk it through.
Brokers, introducing brokers and fintech teams
See your brokerage in one place.
Book a walkthrough with sample data, or help us verify MetaTrader 5 with your demo server and become one of our first pilots.