Instant Hosted Platform 5 Accounts
Trader accounts spin up the moment a challenge is purchased. Fully hosted, fully managed, no Platform 5 license needed.
Auto-provisionHostedNo license
The Complete Feature Set
Everything Your Prop Firm Needs in One Powerful Platform
Instant hosted Platform 5 accounts, white-label CRM, real-time risk tools, automated payouts, KYC/PSP integrations, and full turnkey infrastructure — built exclusively for prop trading firms.
No Platform 5 license required Zero revenue share 7–14 day go-live Fully white-labelled
Live Feature Map
v5.2Platform 5
Risk
Payouts
KYC
PSP
Affiliate
Analytics
Automation
Fraud
98%
Automated
7d
Avg Launch
0%
Rev Share
Key Benefits at a Glance
The numbers behind a truly turnkey prop firm
PropFirmCRM removes the heavy lifting so you can focus on growth — not infrastructure.
98%
Automated Operations
From challenge purchase to payout — hands-free.
7–14d
Average Go-Live
Branded, configured and trading in under two weeks.
0%
Revenue Share
Keep 100% of trader revenue. Always.
100%
Platform 5 Hosted
No license, no servers, no setup.
24/7
Risk Monitoring
Real-time drawdown & breach detection.
30+
Integrations Ready
KYC, PSP, support and SMTP — pre-wired.
Comprehensive Feature Grid
Twelve product pillars. One integrated platform.
Every module is built natively into PropFirmCRM — no bolt-ons, no third-party glue, no compromises.
White-Label Trader Dashboard & Admin Portal
Pixel-perfect branding across trader-facing and back-office portals. Your logo, colours, domain — your firm.
Custom domainTheme tokensRBAC
Real-Time Risk Management & Compliance
Live drawdown, daily loss limits, leverage caps and breach detection — enforced server-side in milliseconds.
LiveServer-enforcedAudit log
Automated Challenge Creation & Evaluation
Design unlimited challenge templates with custom rules, phases, profit targets and refundable fees.
TemplatesPhasesRefundable
Automated Payouts & Withdrawals
From eligibility checks to PSP settlement — payouts run on autopilot with a full approval trail.
Auto-eligibilityApproval flowMulti-PSP
Advanced Analytics & Performance Reporting
Cohort funnels, challenge ROI, payout ratios, trader behaviour — exportable and API-ready.
CohortsFunnelsExports
KYC Integration Suite
Sumsub, Veriff, Didit and Samsara built-in. Toggle providers per jurisdiction and risk profile.
SumsubVeriffDidit
PSP & Payment Integrations
Stripe, Match2Pay, Visa, Mastercard, USDC, USDT and WooCommerce — fiat and crypto, ready to flip on.
FiatCryptoWooCommerce
Affiliate & IB Management
Multi-tier commissions, real-time link tracking, payout ladders and a self-serve partner portal.
Multi-tierSelf-serveReal-time
Company Incorporation & Turnkey Support
Optional jurisdiction setup, banking introductions, legal templates and white-glove go-live assistance.
IncorporationBankingLegal
Custom Rules & Drawdown Engine
Configure any rule set — trailing, static, consistency, news filters, weekend exposure and more.
TrailingStaticNews filter
Fraud Detection & Trader Monitoring
Cross-account linking, IP/device fingerprinting, copy-trade detection and behaviour anomaly alerts.
FingerprintingCopy-detectAlerts
How Each Feature Helps Your Prop Firm
From product depth to real operational impact
Click each pillar for the detailed capabilities, the trader-side experience, and the back-office automation.
- Trader accounts provisioned in < 30 seconds after purchase
- No license fees, no MT-server administration, no infrastructure
- Full account lifecycle — create, suspend, reset, archive — automated
- Multi-broker liquidity bridging baked in
- Disaster-grade hosting with 99.95% SLA
Platform 5 Provisioning
#A1842Active1:100
#A1843Spinning1:200
#A1844Active1:50
- Server-side enforcement of daily and overall drawdown caps
- Live equity, balance, and floating P&L streams per trader
- Auto-breach actions: close positions, lock account, notify
- Per-instrument leverage and exposure ceilings
- Immutable audit trail for every action
Live Risk Monitor
Daily DD32%
Total DD58%
Exposure41%
- Unlimited challenge templates with phases and rule sets
- Refundable fees, profit splits and scaling plans
- Coupon engine and seasonal promotion support
- Custom evaluation logic — trailing, static, consistency, news
- One-click clone & A/B test new challenge variants
Challenge Templates
Pro 100K · 2-Phase
Express 50K · 1-Phase
Scaling 250K · 3-Phase
- Automatic eligibility checks against firm rules
- Approval workflow with multi-role permissions
- Settle in fiat (Stripe) or crypto (USDC, USDT, Match2Pay)
- Trader-side payout calendar and self-serve requests
- Full reconciliation with PSP statements
Payout Queue
$4,250USDCApproved
$1,890StripePending
$7,120USDTPaid
- Cohort funnels from signup → challenge → funded → payout
- Trader behaviour heatmaps and instrument breakdowns
- Real-time challenge ROI and payout ratio dashboards
- Scheduled exports to CSV, BigQuery and S3
- Public REST + webhook API for custom BI stacks
Funnel · Last 30d
Signup100%
Challenge64%
Funded18%
Payout11%
- Plug-and-play with Sumsub, Veriff, Didit and Samsara
- Per-jurisdiction routing — match providers to local rules
- Automatic re-KYC on risk thresholds or anniversary
- Document storage with retention policies
- Full PEP / sanctions screening built-in
KYC Routing
EUSumsub
UKVeriff
LATAMDidit
APACSamsara
- Stripe, Match2Pay, Visa, Mastercard, USDC, USDT, WooCommerce
- Hosted checkout, 3DS and SCA-ready
- Smart-routing across PSPs for lower decline rates
- Refunds, chargeback handling and PSP reconciliation
- Crypto address whitelisting and travel-rule support
Active PSPs
Stripe
Match2Pay
USDC
USDT
Visa
MasterCard
- Multi-tier commission structures with overrides
- Real-time link, click and conversion tracking
- Self-serve partner portal with marketing assets
- Auto-payout to affiliates in fiat or crypto
- Custom landing pages per partner
Top Affiliates
@trader_x$12,840
@ib_pro$8,210
@aff_lab$5,460
Platform 5 Integration Spotlight
Instant hosted Platform 5 accounts, built right into the CRM
No license. No servers. No bridge engineers. Every challenge purchase fires an automated workflow that provisions, configures and connects a live Platform 5 account in under 30 seconds.
- Auto-provisioningAccount created and credentials issued in seconds
- Smart leverage profilesPer-challenge leverage, swap and execution settings
- Built-in liquidityMulti-broker bridging without separate contracts
- Hosted infrastructure99.95% SLA, geographically distributed servers
Provisioning Pipeline
LIVE- 01Challenge purchasedWebhook fires from checkout
- 02KYC verifiedAuto-routed to provider
- 03Platform 5 account createdLogin, password, leverage assigned
- 04Risk engine attachedDD limits enforced server-side
- 05Trader notifiedEmail + dashboard credentials
End-to-end time~ 28 seconds
Integrations & Ecosystem
Every partner you need, already wired in
KYC providers, payment gateways, live chat, SMTP and infrastructure tools — pre-integrated, configurable from a single admin screen.
Seamlessly Integrated KYC, Payments, Support & SMTP Systems
Trusted Integrations — Payments, KYC, Live Chat & Email Delivery Partners
Integrations Ecosystem
Seamlessly integrated with the best tools
Everything you need is already connected and live — no complex setup required.
Live
Sumsub
Identity verification and KYC/AML compliance platform.
Operations
Live
WooCommerce
E-commerce platform for challenge purchases and payments.
Payments
Live
Zapier
Workflow automation connecting thousands of business apps.
Operations
Live
Webhooks
Custom event-driven integrations with any external system.
Operations
Live
Klaviyo
Email marketing and SMS automation for trader engagement.
Marketing
Live
Google Tag Manager
Tag management for analytics and conversion tracking.
Marketing
Live
Meta Pixel
Facebook conversion tracking and retargeting for campaigns.
Marketing
Live
SMTP
Custom email delivery for transactional and lifecycle mail.
Operations
Live
Fanbasis
Community, affiliate and engagement tooling for prop firms.
Marketing
Live
Stripe
Card payments, subscriptions and global checkout coverage.
Payments
Live
Match2Pay
Crypto-native payment gateway for stablecoins and tokens.
Payments
Live
Intercom
Live chat, support inbox and trader messaging in one place.
Operations
One Connected Platform
Everything connects through one platform
Your PropFirmCRM sits at the centre. Trading platforms, payments, marketing, risk management and operations all plug in seamlessly.
PropFirm
CRM
Trading
Platform 5
Payments
PSP & Crypto
KYC
Compliance
Risk
Real-time
Marketing
Campaigns
Ops
Workflows
CRM
Traders
Automation
Bots & Rules
Automation by Design
Repetitive tasks scripted end-to-end.
Real-Time Oversight
Every account, payout and risk event live.
Trader-First Experience
A polished, branded journey from sign-up to payout.
Performance Tracking
KPIs, cohorts and revenue analytics built in.
Turnkey Solution in Action
Five steps from signed contract to live firm
We handle the heavy lifting end-to-end so you can focus on traders, marketing and growth.
Step 1
Kickoff
Branding, domain and configuration captured.
Step 2
Provision
CRM, hosted Platform 5, KYC & PSPs wired up.
Step 3
Compliance
Rules, drawdowns and KYC routing locked in.
Step 4
Automation
Challenges, payouts and emails fully scripted.
Step 5
Launch
Smoke-tested, monitored and live within 7–14 days.
Why PropFirmCRM Is Different
The only platform built end-to-end for prop firms
Capability
PropFirmCRM
Other CRMs
Hosted Platform 5 included
—
Instant account provisioning
—
Zero revenue share
—
KYC providers pre-integrated
Limited
Crypto + fiat PSPs out of the box
Add-on
Real-time server-side risk engine
Partial
Affiliate & IB module included
Add-on
Go-live in 7–14 days
—
Custom rules & drawdown engine
Limited
Turnkey incorporation support
—
Live Dashboard Previews
Pixel-perfect in light and dark
Admin CRM, trader portal and Platform 5 — themed end-to-end for your brand.
Admin CRM — LightBranded
Trader Portal — DarkNative dark
Risk Console
Per-account live drawdown, equity & exposure.
Platform 5 Console
Provisioning health, sessions and broker bridge.
Growth Board
Funnel, cohorts and conversion velocity.
Ready When You Are
See every feature in a live demo
Walk through your branded CRM, hosted Platform 5, risk engine and payouts — with one of our prop-firm specialists. No commitment, no slide-deck filler.
7–14 day launch Zero revenue share Hosted Platform 5 Full turnkey support