Your book is already leaking. We find it, and we fix it.
BrokerOS is the agentic CRM for FX and CFD brokers. It reads your trading platform, payment providers, ticketing and books, and finds what is leaking: a failing route, a stale partner tier, a client who funded and never traded. Then it does the work, and asks you only about the things that move money.
- Live in one to three weeks
- One monthly fee, no setup cost
- Nothing in your stack is replaced
Four things every broker is living with.
None of them is anybody’s fault. All four happen because the answer lives in four systems that were never joined together.
One country stops approving and the total looks fine
A card route drops from 71% to 52%. Deposits keep arriving everywhere else, so the group number barely moves. You find out when the month closes.
The number you need lives in three systems and none agree
You ask what a segment is worth. Two people pull it from three places and come back with three answers. By the time they agree, the thing you were going to do about it is no longer worth doing.
The same queue is there every single morning
Documents chased. Deposits that never landed. The same twelve questions answered again. Necessary work that rebuilds itself overnight.
Partners get paid on a rate you renegotiated months ago
The agreement changed. The spreadsheet did not. It surfaces at audit, and asking a good introducer for money back is a conversation nobody wants.
The agentic CRM for FX and CFD brokers. We are trying to do two things for you and nothing else.
cTraderDXtradeMatch-TraderIn-houseWe read from these. None of them is replaced, migrated or reconfigured, and anything on your desk that is not on this list gets built as a custom module.
Eight pages. This is all of it.
Not a dashboard bolted onto a CRM. Click through the actual application: what each page leads with, what it puts in front of a person, and which agents work it.
Today
The page a chief executive opens, and the only one some of them need.
- Deposits that were refused today
- Symbols past the hedge mandate
- Funded clients whose identity check has expired
- Withdrawals waiting to be paid
- Executive Agent
- Operations Manager
You are making $6.7M a month and it is up 8.7% on the month before.
- Observe
- Compile context
- Model
- Validate
- Policy
- Execute or queue
Agents never write. Only the gateway does. An agent proposes; the gateway is the single place anything reaches your systems, which is why there is one path to audit rather than fifteen.
Underneath it: Atlas.
Our own brokerage graph. It exists because your people have to work in silos, and agents do not.
- 01Your people work in silos, and they have toPayments cannot see the dealing book. Support cannot see partner agreements. That separation is not bad management, it is how a regulated brokerage is supposed to be run.
- 02So no one person ever sees the whole answerWhy deposits fell is a payments question, a client question and a dealing question at once. Answering it means three people, three exports, and a week.
- 03An agent is not a person, so the constraint changesAn agent has no career, no counterparty, and no reason to look at a record it does not need. It can be given cross-domain read access under rules a human could never be audited against.
- 04Atlas is where that access is made safeEvery read is scoped, logged and attributable. Entities stay separated from each other, data stays in your region, and every action carries what it saw when it acted.
- 05What you get is one intelligence, not eight toolsBecause the records are joined, the Payments agent already knows what the Clients agent learned this morning. The whole desk shares one memory.
- ReadAtlasEvery source system, continuously
- JoinAtlasInto one graph, per entity
- NoticeAtlasWhat moved, and what it is worth
- DecideAgentInside your limits, or it asks
- ActAgentIn the system that owns the record
- RecordAtlasThe outcome, where every agent reads it
Per entity · per licence · never across your entities
Atlas knows. These eight act on it.
The graph never does anything by itself. Eight agents read what they need from it, act in the system that owns the record, and write the outcome back so the next one starts from it. Yesterday they finished 1 396 things on their own and brought four to a person.
Of the four that reached a desk, 98% were approved exactly as the agent had written them.
Open any agent to see the actual list of what it does.
- Reads in Atlas
- Tickets · Clients · Deposits · Documents
- Writes back
- The resolution, and which answer actually worked.
- Answer a client question it has seen before184 today
- Trace a deposit that never reached the account23 today
- Credit it once the payment is proven settled23 today
- Chase a document before it expires212 today
- Escalate a complaint about executionAsks you because a person owns complaints4 waiting
- SupportActedCredited a deposit that timed out at the gateway
$5 000$5 000 - AtlasLearnedThis client funds on Thursdays, stop chasing on Mondays
- PaymentsReadingApproval by country, card type and provider · hourly sweep
- ClientsDraftedReactivation message for 23 accounts, in six languages
- PartnersNeeds youPayout held. Introducer on Tier 2, agreement says Tier 3
$5 040$5 040 - SupportActedClosed 14 tickets · chased 9 expiring documents
You are not approving a thousand things a day. You are approving the few that move money or touch a counterparty.
Live in one to three weeks.
We do the integration, not you. Nothing is ripped out, migrated or reconfigured, and anything non standard about your stack gets built rather than worked around.
Read access and a scoping call
Half a day of your IT team. We take read credentials and walk your desk workflows with whoever actually runs them.
You: half a dayWe connect and reconcile
Atlas joins your records per entity. We check every figure against your own reporting and do not move on until they agree.
You: nothingYour first list, with amounts
Twenty to forty findings, each with what it is worth and the records behind it. This is the point where you decide whether any of this is real.
You: read itCustom modules and go live
Anything non standard is wired in, then you pick which functions start and at what level. A clean MT5 stack is usually live in week two. An in-house platform with unusual rails takes the third week.
You: choose the levelsOne fee. Everything in it.
No setup cost, no implementation invoice, no per seat or per entity pricing, and no upgrade fee for anything we build later.
One monthly fee. Everything in it.
One price, and everyone on it gets everything. Not tiered by entity, by seat, by module or by which agents you switch on. There is no smaller version of BrokerOS to sell you, and anything bespoke your desk needs is built on top of the same fee.
No setup cost, and no implementation invoice- Your trading platform licence, which you keep and we do not touch
- Your payment provider contracts, which stay yours
- Anything that would require us to hold client money, which we never do
Your CRM stores the record. BrokerOS acts on it.
We write about how this business works.
Technical pieces on the mechanics behind every claim above. Judge us on these.
Everything you are about to ask.
In the order brokers actually ask it, including the ones vendors usually leave off the page.
Find out what your book is leaking.
Half a day of your team on day one. In week two you get one list of what we found, with amounts. You decide after that, and you can stop at any point.