Clients & leads
- Complete client lifecycle management
- Lead tracking with automated follow-ups
- Lead scoring and segmentation
- Country-based onboarding with localized content
RedCherry CRM
Everything your brokerage runs on
Every feature in one place, grouped by the part of the business it serves. Open any area to see it running.
Onboarding & KYC
- Customizable sign-up form
- Email and SMS verification
- Identity and address checks with Sumsub, Shufti Pro and Didit
- Risk scoring and compliance rules
Wallets & payments
- Multi-currency client wallets
- 12 integrated payment gateways
- Automated deposits and controlled withdrawals
- Automated financial reconciliation
Trading Platforms
- Automatic MT4 and MT5 account creation
- Real-time balance, equity and margin
- Trading group configuration and bulk actions
- Open positions, orders and trading history
Tiered partner system
- Unlimited multi-level IB hierarchy
- Commission by volume or lots with tiered bonuses
- Referral tracking through unique links
- Branded IB dashboards, statements and exports
Loyalty & referral programs
- Sign-up and deposit bonuses
- Recurring bonuses for loyalty
- Campaign and limited-time promotions
- Lot targets and expiry tracked automatically
Marketing
- Email marketing campaigns
- Customizable email templates
- Client segmentation
- Promotion management with delivery, open and click tracking
Automated workflows
Coming soon- Automated communication workflows
- Advanced risk alerts and drawdown monitoring
- Prop firm challenges and funded accounts
Ticketing & task management
- Multi-channel tickets with priority routing
- SLA monitoring and alerts
- Internal notes and canned responses
- Knowledge base for common questions
White-label platform
- Custom UI and themes
- Branded client portals
- Configurable onboarding workflows
- Custom email templates and dashboards
How the modules fit together
RedCherry is one platform, not a bundle of tools. Every module on this page reads and writes the same client record, so a step in one shows up everywhere else without an export or a sync job. A lead captured by CRM & Lead Management carries its source into Onboarding & KYC; the verification level it reaches decides what it can do in Wallets & Payments; an approved deposit funds an account through Trading Platforms; and every closed lot feeds commission in IB & Affiliate Management and lot targets in Bonuses & Rewards.
Around that core, Marketing sends campaigns to live segments, the Support Desk opens tickets on the client record, and Reporting & Analytics turns all of it into one dashboard for finance, compliance, sales and management.
Where brokerages usually start
- Launching a brokerage: onboarding and KYC, wallets and payments, and trading platforms are the modules a first client touches
- Replacing separate tools: the CRM, reporting and the support desk bring sales, finance and support onto one record
- Growing through partners: IB management, the IB portal and bonuses
Each of these is walked through step by step in use cases, the whole platform is described on the broker CRM page, and what each plan includes is on pricing.
Questions about the modules
Do we have to take every module?
Every plan includes the full CRM, the client portal and the core IB program with unlimited tiers. The marketing suite and the prop trading module are add-ons available on every tier, so you pay for them only when you need them.
Can modules be switched on later?
Yes. Modules you did not need on day one are switched on as the brokerage grows, on the same platform and the same client data.
Which trading platforms do the modules work with?
MetaTrader 4 and 5 today, with TradeLocker and cTrader coming soon. Accounts, balances and equity sync in real time, and trading activity feeds IB commission, bonus targets and reports.
Are all modules white-label?
Yes. The client portal, partner area, emails and mobile app carry your brand, colors and domain.
Want to see a feature on your own data?
Book a demo and we will walk through the areas that matter to your brokerage.
Book a demo