01
Client Management
Accounts, onboarding and client lifecycle.
ALL-IN-ONE MANAGEMENT
The Command Center for Modern Brokers
A unified CRM & Back Office designed to work alongside ZORFAR Trader 5. Manage clients, IBs, compliance, and payments from one connected operational environment.
Operations Framework
CRM & Back Office
Z
UNIFIED OPERATIONS
ZORFAR CRM
Brokerage Management Layer
02
IB & Partners
Partner networks and commission workflows.
03
Compliance
Review, verification and control workflows.
04
Payments
Deposit, withdrawal and payment operations.
CONNECTED PLATFORM LAYER
Trading Platform
CRM & Back Office
SYSTEM ARCHITECTURE
Core Modules
Everything you need to manage your brokerage operations in one connected environment.
01
CLIENT OPERATIONS
360° Client Management
Get a comprehensive view of each trader's profile, trading activity, account details, and verification workflow from one place.
Trading Activity
Document Verification
CLIENT LIFECYCLE
01
Onboarding
02
Verification
03
Account Management
02
PARTNER NETWORK
Multi-Level IB System
Manage introducing brokers and partner hierarchies with configurable commission structures and referral workflows.
PARTNER STRUCTURE
Master IB
Sub IB
Sub IB
03
PAYMENT OPERATIONS
Finance & Payments
Connect payment service providers, manage deposits and withdrawals, and streamline transaction review and approval workflows.
04
COMPLIANCE WORKFLOWS
Automated KYC/AML
Support identity verification, compliance reviews, and onboarding workflows through configurable third-party verification integrations.
CLIENTS · PARTNERS · PAYMENTS · COMPLIANCE
ON-THE-GO CONTROL
Run Your Brokerage From Anywhere
Your brokerage operations don't have to stop at the office. The ZORFAR Manager App for iOS and Android brings together risk monitoring, withdrawal reviews, and exposure oversight in one mobile management experience.
ANALYTICS & INSIGHTS
Advanced Reporting Suite
01
P&L Reports
Analyze profit and loss by symbol, trading group, or individual client.
02
IB Settlements
Review partner commissions and manage settlement statements across your IB network.
03
Risk Exposure
Monitor net open positions and analyze risk exposure across instruments and markets.
Remote Management
Operations architecture
MOBILE MANAGEMENT LAYER
ZORFAR Manager
iOS & Android
01
Risk Monitoring
Exposure oversight
02
Withdrawal Review
Approval workflows
03
Reporting
Operational insights
REPORTING CAPABILITIES
P&L Analysis
IB Commissions
Risk Exposure
THE NEXT STEP FOR YOUR BROKERAGE
Ready to Centralize Your Operations?
Bring your brokerage operations together with a connected ecosystem of CRM, Back Office, and Risk Management solutions designed around ZORFAR Trader 5.
Guided Onboarding
Migration Planning
Compliance Workflows
PERSONALIZED DEMONSTRATION
See the Platform in Action
Explore the operational tools and discuss the right CRM configuration for your brokerage.
Book Live Demo Connect with the ZORFAR team