Orion CRM: your brokerage's operating system.
No generic stack understands a brokerage. Orion is a CRM built to acquire, onboard, retain, and collect — with the real logic of IBs, rebates, and copy trading baked in from day one.
What's wrong
with the traditional way.
The symptoms we see over and over in teams that come to us after 6 months lost.
Salesforce is expensive and never clicks
Per-seat licenses, endless consulting engagements, and it never quite grasps rebates or retail FX.
The 'broker' CRM is obsolete
2012-era interfaces, no modern APIs, no mobile. Your sales team ends up running on WhatsApp.
Disconnected payments
Onboarding doesn't know whether the client deposited. The payments team can't see the pipeline. Reconciliation by hand.
Data in silos
KYC in one place, MT5 in another, the PSP in a third. Nobody has the full picture of the client.
How we
do it.
Three concrete steps with verifiable deliverables in each one. No slides or endless decks.
Live in 2 weeks
An instance ready with your brands, domains, templates, and pipeline rules.
Integrations in days
MT5 and Match-Trader. Sumsub/Onfido. B2BinPay/Coinsbuy.
Team trained and go-live
We train sales, retention, IBs, and payments. We stand by you through the first week in production.
What you take away.
Everything you need to operate, with no phantom items in the contract.
- 01Multi-tenant Orion instance with your brands
- 02Integration with trading platforms (MT5 and Match-Trader)
- 03KYC/AML connected (Sumsub or Onfido)
- 04Fiat gateways + crypto wallets
- 05IB module with configurable hierarchies and rebates
- 06Training for your sales and payments teams
- 0724/7 support after go-live
What we use to deliver it.
Want it applied to your project?
A Horizon consultant reviews your specific case. Free diagnostic.