Broctagon integrates Brokeree social trading platform into CRM software

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Technology provider Broctagon Fintech Group has announced the integration of its AXIS FX CRM with Brokeree Solutions’ Social Trading platform, aiming to provide forex brokers with a unified environment for managing social trading activities.

The integration embeds Brokeree’s Social Trading functionality directly into the AXIS FX CRM, allowing brokers to manage strategy discovery, subscriptions, commission payouts, and user engagement within a single system. According to the companies, the combined solution is designed to reduce operational complexity while supporting scalable growth for brokerage firms.

AXIS FX CRM is Broctagon’s flagship customer relationship management platform for forex brokers. The system offers more than 380 configurable parameters and can be deployed under a broker’s brand with no setup fees, the company said.

By integrating social trading features at the CRM level, brokers are able to offer copy trading services without relying on separate interfaces or iframe-based connections.

Don Guo, CEO of Broctagon Fintech Group, said the integration reflects the company’s focus on broker growth and efficiency.

“By integrating Brokeree’s Social Trading directly into our AXIS FX CRM, we are expanding what social trading can deliver through the combination of two established technologies,” Guo said.

“The integration is intended to help brokers incentivize and engage their trading communities while supporting scalability.”

Among the key features of the integration is automated server and account group mapping, which synchronizes data between AXIS and Brokeree’s Social Trading system to reduce manual configuration. The solution also includes native user onboarding for strategy providers and followers, allowing clients to browse strategies, review performance analytics, and subscribe from within the CRM interface.

Single sign-on (SSO) functionality enables users to access social trading accounts through the CRM without additional login credentials. In addition, integrated wallet transfers allow strategy providers to move earned performance fees between Brokeree wallets and AXIS CRM wallets or trading accounts, where funds can be used for trading, withdrawals, or internal transfers.

The integration also supports multi-tier commission structures through AXIS’s introducing broker (IB) commission engine. Brokers can apply layered rewards to follower trades, linking social trading activity with broader partner and referral programs.

Tatiana Pilipenko, Regional Head of Business Development for APAC, the UK, and the Americas at Brokeree Solutions, said the partnership supports Brokeree’s strategy of expanding its CRM ecosystem.

“Integrating with AXIS makes it easier for brokers to adopt social trading on the platform they already use,” she said.

“This is particularly relevant in regions such as APAC and Southeast Asia, where bundled CRM and social trading solutions are valued for their simplicity and faster deployment.”

Brokeree’s Social Trading solution supports cross-platform signal sharing across MetaTrader 4, MetaTrader 5, and cTrader servers. It includes performance analytics, risk management tools, and optional add-ons such as a mobile application and ratings module, enabling traders to follow and copy strategies across devices.

The companies said the integration is now available through Broctagon’s AXIS FX CRM, with demonstration access offered via its ShowSuite platform.

Broctagon Fintech Group provides multi-asset liquidity and FX technology solutions to brokers globally, serving more than 350 clients across over 50 countries. Brokeree Solutions develops trading technology for multi-asset brokers, with a product portfolio that includes social trading, PAMM systems, and liquidity connectivity tools.

In February, Broctagon integrated technology firm Level2’s products into its CRM, allowing brokers to offer their clients Level2’s trading strategy builder.

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