Included on every FirmForge platform

One back-office
for every part of
your operation.

Clients, deposits, withdrawals, KYC, risk, leads, campaigns, staff access, and the full prop firm challenge lifecycle, all from a single admin dashboard built for brokers and prop firms, not retrofitted from generic CRM software.

No credit card required. Included free on every plan, no add-on, no per-seat fee.

admin-yourbrand.com/clients
Real FirmForge admin client detail page

Clients

Deposits & Payments

KYC & Risk

Leads & Campaigns

Staff & Permissions

Challenge Management

Built for real operators

This is the actual back-office. Not a mockup.

Every screen below is a live screenshot of a real FirmForge admin dashboard, the same one you'll be running your operation from.

admin-yourbrand.com/dashboard
Real FirmForge admin CRM dashboard

Built for both sides of your business.

The same back-office adapts to whichever platform type you're running, no separate product to buy or learn.

Brokerage

Live trading accounts, wallet deposits and withdrawals, savings plans, AI trade signals, and a full client lifecycle from registration to first trade.

Prop Firm

Challenge plans and pricing, evaluation phase tracking, payout approvals, scaling requests, and funded-account monitoring, all from the same dashboard.

Client management

Every client, every trade, one screen.

Open a client and see their full picture at a glance: trading account balances, open and closed trades, deposit and withdrawal history, KYC status, and notes from your team. Adjust balances directly, force-close trades, and log in as the client to troubleshoot without asking them to share credentials.

  • Realized P&L, win rate, and trading volume per client
  • Manual balance adjustments with a full audit trail
  • Private notes and team-visible comments per client
  • CSV export and bulk CSV import of client records
admin-yourbrand.com/clients/482
Real FirmForge admin client detail page

Deposits, withdrawals & payments

Approve funds with a click, not a spreadsheet.

Every deposit and withdrawal lands in a review queue with proof of payment attached. Approve, reject, or request more information, and the client is notified automatically. Configure bank transfer, crypto, or card gateways like Stripe and Paystack, then toggle each method on or off per platform.

  • Bank transfer, crypto wallet, and card gateway support
  • Per-method enable/disable, no code changes needed
  • CSV export of transaction history for reconciliation
  • Optional email and Telegram alerts on new requests
admin-yourbrand.com/deposits
Real FirmForge admin deposits queue

KYC, compliance & risk

Verify clients and watch risk exposure in real time.

Review submitted ID documents and proof of address side by side, approve or reject with a reason, and request additional documents if something's missing. On the risk side, margin call alerts, force-close controls, and credit balance adjustments give you the same tools a dealing desk would use, without hiring one.

  • Document review with approve / reject / request-more actions
  • Automatic margin call alerts at your configured threshold
  • Force-close any open trade from the trades screen
  • Non-withdrawable credit balance for bonuses and promotions
admin-yourbrand.com/kyc
Real FirmForge admin KYC review queue

Leads, campaigns & support

Turn visitors into clients, then keep talking to them.

Track every lead through your pipeline from first contact to converted client. Run email and Telegram campaigns segmented by KYC status, account activity, or deposit history. When clients need help, live chat and a support ticket queue keep every conversation in one place, no separate helpdesk tool required.

  • Configurable lead pipeline stages and lead sources
  • Segmented broadcast campaigns with a live recipient preview
  • Real-time client chat, answered directly from the back-office
  • Support ticket queue with assignment and status tracking
admin-yourbrand.com/leads
Real FirmForge admin leads CRM pipeline

Staff, permissions & referrals

Bring on a team without giving up control.

Invite managers and support staff with roles that determine exactly what they can see and do, approve deposits but not adjust balances, view clients but not delete accounts, whatever fits your operation. When you work with introducing brokers or affiliates, track their referred clients and commission earned right alongside everything else.

  • Admin, manager, and staff roles out of the box
  • Granular, per-action permission editor for each role
  • Manager-level client assignment and commission tracking
  • Full activity log of every staff action, always attributed
admin-yourbrand.com/staff
Real FirmForge admin staff management page

Prop firm challenge management

Run the entire challenge lifecycle, no code required.

Build challenge plans with your own profit targets, drawdown limits, and account sizes. Configure optional add-ons like a boosted profit split or expanded drawdown. Review scaling requests and payouts as they come in, and let failed challenges reset automatically at whatever discount you set.

  • Custom challenge plans, phases, and account sizes
  • Optional paid add-ons and discount coupon codes
  • Payout and account-scaling requests, reviewed in one queue
admin-yourbrand.com/challenge-plans
Real FirmForge admin prop firm challenge plans page

Questions

Back-office, answered.

Can't find what you're looking for? Email us directly.

It's included on every plan, including the free Starter plan. Client management, deposits and withdrawals, KYC review, and staff access are all there from day one. Higher plans unlock deeper features like campaign tools, AI trade signals, and savings plans, but the core back-office is never gated behind a paywall.

Yes. Invite managers and support staff with role-based access. Each role's permissions are configurable down to the individual action, approving deposits, force-closing trades, deleting client accounts, and so on, so you decide exactly what each team member can touch.

The client, deposit, withdrawal, KYC, staff, and support modules are shared across both platform types. Prop firm platforms additionally get the challenge management module, plans, add-ons, coupons, payouts, and scaling requests, which brokerage platforms don't need and don't see.

Yes. Balance adjustments, KYC decisions, deposit and withdrawal approvals, and trade force-closes are all logged with the staff member who took the action and when. Nothing happens silently.

No. The back-office runs on its own admin subdomain, separate from your client-facing portal, and requires a staff login. Clients only ever see the client area and trade room under your brand.

Yes, on every plan including the free Starter tier. Your back-office runs on admin.yourdomain.com instead of a FirmForge subdomain.

Live the moment you register

See your back-office before your first client does.

Create your account, choose brokerage or prop firm, and your admin back-office is provisioned instantly on its own subdomain.

No credit card required. Reach out to sales@firmforge.cfd for custom requirements.