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Profile

Join date: Jul 27, 2025

About

I’m a dedicated Forex CRM developer with more than two decades of experience in designing and implementing customized CRM systems for the Forex trading industry. My focus is on developing robust, flexible, and compliance-ready CRM platforms that align with the operational needs and strategic goals of Forex brokers around the world.


From early-stage startups to established regulated brokerages, I help firms build CRM solutions that power their growth, streamline workflows, automate onboarding, and manage complex partner networks; all while ensuring seamless integration with trading infrastructure.


Specialized in Forex CRM Development

  • Custom CRM Architecture for Forex BrokersDesigning scalable systems that handle lead generation, sales funnels, KYC onboarding, trading account management, and client support.

  • Full Integration with Trading PlatformsDeep experience with MT4/MT5 APIs, FIX protocol, and third-party plugins to unify trading activity and CRM operations.

  • Partner, Affiliate & IB SystemsBuilding dynamic, multi-level referral modules to manage partnerships, calculate commissions, and track affiliate performance.

  • KYC/AML Compliance AutomationEnd-to-end onboarding and verification processes integrated with providers like Sumsub, ShuftiPro, and other KYC tools.

  • Client, Partner, and Admin PortalsUser-friendly, role-specific dashboards with secure access and clear workflow separation.

  • CRM System Upgrades & Data Migrations Replacing outdated CRM platforms with new, high-performance solutions; migrating all data securely and efficiently.


Technical Expertise


  • Tech Stack: PHP, Node.js, Laravel, React, Angular

  • Databases: MySQL, PostgreSQL, MongoDB

  • Trading Tech: MT4/MT5 Manager API, FIX API, bridge integrations

  • CRM Platforms: Custom Forex CRMs, SugarCRM, SuiteCRM

  • Security: SSO, OAuth2, RBAC, data encryption

  • Cloud/DevOps: AWS, Azure, Docker, Git, CI/CD pipelines


Highlights


  • Developed a modular, white-label Forex CRM used by over 50 brokers globally

  • Reduced onboarding times by up to 70% through full KYC/AML automation

  • Built flexible IB/affiliate systems that increased partner acquisition and engagement

  • Delivered CRM platforms compliant with regulations across EU, Asia, and MENA regions

  • Successfully migrated clients from legacy CRMs without disruption or data loss


My Approach


I combine strategic thinking with hands-on technical delivery. Every CRM solution I build is tailored to the broker’s business model, regional compliance needs, and client lifecycle. My mission is to deliver systems that simplify operations, support long-term growth, and empower teams through automation and integration.


Birk Carlsson

Birk Carlsson

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