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Horizon Consulting
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Success storiesMay 22, 2026·5 min

Best CRM for Brokers — what FX Expo Quito 2026 validated

We received the award in May 2026. Here's what the industry valued in Orion versus traditional solutions for brokers.

By Horizon Team

The Best CRM for Brokers recognition at FX Expo Quito 2026 didn't come from marketing. It came because the industry evaluated how Orion solves three concrete problems that traditional broker CRMs still hadn't cracked: real IB hierarchies, real-time payment reconciliation, and native modules for prop firms and hedge funds.

What the industry valued

  • Unlimited IB hierarchies with rebates configurable per symbol, no external scripts.
  • Native integration with MT5 and Match-Trader — no additional middleware.
  • Automatic reconciliation against PSPs and crypto wallets on the same platform.
  • Purpose-built modules for prop firms (challenge flow, payout, copy to live accounts) and hedge funds (LP reporting, fee calc).

What's next

The award confirms a hypothesis we started with back in 2023: the modern operator doesn't want 5 vendors stitched together with tape and glue. They want a CRM built from the ground up for modern fintech. We're staying on that path — the next release includes social copy modules and retention-behavior tooling.