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Switching platforms

Moving from MT5? We move you free

Already running a brokerage on MT5, MT4 or another platform? We move your leads, client list, balances and trade history into your own new deployment at no charge, open positions included, on your brand and your domain, and plan the switch-over date with you.

Last reviewed

Your BrandCRMSearch clients and leadsSample data

Data import

DataFromStatus
Trade historyJust nowOld platformTo checko checkChecked by your teamCheck
LeadsStep 1Old CRMChecked by your team
Clients and balancesStep 2Old platformChecked by your team

Sample market data, sample clients and sample brands. "Your Brand" stands for your own name and logo.

Book a demo

What we move for you

The move is free. Your data goes into your own new database, which no other broker shares, as set out on our security page.

  • Leads

    Your lead list, ready for your sales team.

  • Clients and accounts

    Each client with their accounts, account type and leverage.

  • Balances

    Balances and bonus credit, so nobody starts from zero.

  • Open positions

    Open trades carry on at their opening price.

  • Trade history

    Closed trades, so statements stay complete.

  • KYC status

    Clients already verified arrive verified.

How the switch works

First we set up your platform on your brand and your domain. That takes about a week from signing.

Then we move your data, and your team checks it in the new CRM before any client is told.

You choose the switch-over date. On that day each client gets an email with a link to set a password.

One sample platform switching between made-up brands: the name, logo, colour, typeface and web address change on the terminal and the phone sign-in.

Sample brands, made up for this page.

Sample brands, made up for this page, and sample data.

On your platform

How the platform fits your switch

One deployment on your brand, domain and database: the terminal your clients trade on, and the CRM your team runs.

Your BrandCRMSearch clients and leadsSample data

Deposits

ClientAccountAmountStatus
Sample Client AJust now100009$2,500.00Awaiting approvalApprovedApprove
Sample Client B12 min ago100014$1,200.00Approved
Sample Client C38 min ago100021$500.00Approved

Sample market data and sample clients. "Your Brand" stands for your own name and logo.

What it costs

Moving costs nothing. There is no fee for the move and no setup fee. You pay only for your plan, from $1,250 a month with no revenue share, and your first month is free. The pricing page lists what each plan includes.

One monthly priceFirst month free on any plan

  • Starter$1,250a monthNew brokers launching their first branded desk
  • Growth$2,500a monthScaling desks that want automation and a native app
  • EnterpriseCustomMulti-brand groups and regulated operators

Prices as on the pricing page, and sample inputs.

Read moreShow less: What it costs

Tell us in the demo which platform you are moving from, and we will scope the move before you commit.

What we match before the move

Every instrument your clients trade is matched to one the platform prices before any open trade comes across, and a price far from ours is flagged for your team to check.

Read moreShow less: What we match before the move

Commission, contract sizes and stop out levels are set to match your old platform first, so nothing changes for a client on the day.

A client with several logins under one email becomes one client with several accounts. Each account gets a number on your platform, and the move can be run again for any account nobody has used yet, so balances are fresh on the switch-over day.

Common questions

Anything else? Our team answers 24/7.

Does moving cost anything?

No. Moving your brokerage is free. We move your leads, clients, balances, open positions and trade history at no charge, and there is no setup fee. You pay only for your plan.

Can you move our client balances?

Yes. We move each client's balance and bonus credit together with your leads, your client list and their trade history.

Can you move open positions?

Yes. Open trades carry on at their opening price and keep the swap your old platform already charged. Each instrument is matched to one the platform prices before the trade comes across.

How long does the switch take?

Your new platform is ready on your brand within a week of signing. We then move your data and agree the switch-over date with you.

Is our data kept apart from other brokers?

Yes. Every broker has its own deployment and its own database. Brokers never share a table.

Plan your free move with us

Book a demo and tell us which platform you are moving from.