The Console
Wallet, accounts, rewards —one login.
CRM 2.0 gathers the whole account side of trading into a single console: a central wallet with deposits and withdrawals, every MT4/MT5 account with equity, balance and margin level in view, and one-click transfers between wallet and trading accounts.
- Central wallet — deposit, withdraw, transfer
- Open & manage MT4/MT5 accounts in-portal
- Membership tiers, points and vouchers
- Promotions and welcome programmes
What's Inside
Four jobs,done properly.
01
Asset Overview
Net equity, wallet balance and floating P/L across every account, consolidated into numbers you can read at a glance.
02
Funding & Transfers
Deposit, withdraw and move funds between wallet and trading accounts, with every request tracked in real time.
03
Account Management
Open live or demo MT4/MT5 accounts, monitor equity and margin, and keep every account on one list.
04
Rewards & Benefits
Tiered membership with points, vouchers and a benefits centre that turns trading activity into tangible perks.
Beyond Clients
Partners geta console too.
The same 2.0 platform serves introducing partners with a portal of their own — client overview and partnership tools running on the same infrastructure your clients already use.
FAQ
Portal questions,answered straight.
Is CRM 2.0 live now?
It is rolling out as the next generation of the IEXS client portal. Your existing portal login carries over as it lands — no re-registration needed.
Does the CRM place trades?
No — trading stays on MT4/MT5 and WebTrader. The CRM manages everything around it: funding, accounts, rewards and support.
How does it relate to the IEXS App?
Same account layer, two doors: the app is the pocket version, CRM 2.0 is the full web console.
Do partners use the same login?
Partner portals run on the same platform with their own role — one identity, with access shaped to what you do.