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Antelope FX / CFD Brokers

The operating system for FX / CFD broker operations

Antelope gives brokers the connected stack they need: CRM, Client Area, onboarding, suitability, KYC/AML workflows, payments, trading accounts, Web Trader, mobile apps, retention and BI.

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FX / CFD Broker TerminalLive
Account #48291Open P/L +€4,820Risk OK
Risk rulesLeverage, limits and groups synced
Broker lifecycleLead to trade
Multi-entityDifferent rules
RetentionFunded clients
Workflow

Broker lifecycle from acquisition to retention

FX/CFD brokers need CRM, onboarding, funding, trading and retention connected around regulated operational realities.

01Acquire

Lead sources, affiliate/media traffic and campaigns create CRM records.

02Convert

Ninja routing, calls, callbacks and payment recovery drive FTD.

03Activate

KYC, suitability, deposits and trading account opening move the client forward.

04Retain

Trading activity, inactivity and payment behavior feed retention desks and BI.

Product depth

Broker platform depth

This page is now specific to broker operations.

Sales desk

High-volume conversion workflows.

  • Lead routing
  • VOIP
  • Callbacks
  • Agent KPIs

Back office

Control onboarding and accounts.

  • KYC
  • Suitability
  • Entity rules
  • Trading account access

Growth channels

Manage partner and paid traffic.

  • IBs
  • Affiliates
  • Media buying
  • Source ROI

Management

Run the business with visibility.

  • Deposit funnels
  • Retention dashboards
  • Desk performance
  • BI
Operational view

Broker questions Antelope answers

Practical buyer concerns.

Which source produces FTDs?Affiliate/campaign to deposit attributionSpend smarter
Where do clients get stuck?KYC/payment funnel viewFix activation
Which desk converts best?Agent and desk KPIsRoute and coach
Which clients need retention?Activity and deposit signalsAct earlier
Insight layer

Broker software should connect front and back office

A broker loses control when CRM, trader room, payment data and reports are separate.

One lifecycle

Every client progresses through the same measurable journey.

Multi-license flexibility

Different entities and rules can be represented clearly.

Owner visibility

Revenue and risk signals roll up into one view.

Q&A

More questions buyers usually ask.

Practical answers for teams comparing Antelope to generic CRMs, portals, payment tools, partner systems and disconnected dashboards.

Can Antelope support multi-entity broker groups?

Yes. Broker groups can use different onboarding, payment, KYC and trading rules while keeping group-level visibility.

Does it include sales and retention CRM?

Yes. FX/CFD brokers need lead routing, calls, callbacks, deposits, retention tasks and source attribution in the same operating flow.

Can IB and affiliate traffic be tracked?

Yes. IB hierarchies, affiliate campaigns, CPA/RevShare deals and source-to-deposit attribution can be connected.

Can brokers see where conversion is leaking?

Yes. Dashboards can show lead response, KYC blockers, failed payments, weak sources and inactive funded clients.

Does Antelope provide brokerage services?

No. Antelope provides technology for broker operations; it does not provide financial services or investment advice.

Next step

Map this to your real operation.

Show us your current CRM, Client Area, payment, KYC, traffic, IB, trading and reporting flow — we will map how Antelope should fit.

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