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XFIV BrokerOS

The Back Office for MT5 Brokers

XFIV BrokerOS is the back office for MT5 brokers: client CRM, IB and affiliate management, reporting and risk views in one place, connected to the rest of XFIV.

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From $2,500/mo plus setup. See pricing

XFIV BrokerOS dashboard mockup
CRM

Every client, one record

Profiles, accounts, documents and conversations from XFIV Portal in a single client view.

  • Unified client profile
  • Notes and tasks
  • Linked MT5 accounts
Client list in the back office
IB

Introducing brokers and affiliates

Track referrals, structures and commissions for your partners.

  • Multi-level structures
  • Commission reports
  • Partner portal
IB commission report
Reports

Reports your team can act on

Funding, trading and client activity reports, with exports for finance and compliance.

  • Funding and trading reports
  • Exports
  • Role-based access
Reporting screen

Five Products. One Connected Core.

Start with one product or run all five. Each connects to MT5 through XFIV Connect, so data stays in sync as you grow.

See how it connects
  • XFIV Portal
  • XFIV Trade
  • XFIV Copy
  • XFIV Connect
  • XFIV BrokerOS
  1. MT5 server
    Broker's own
  2. XFIV Connect
    API, webhooks, MCP
  3. XFIV Portal
    Client area with AI agent
  4. XFIV Trade
    Web terminal over MT5
  5. XFIV Copy
    Copy and social trading
  6. XFIV BrokerOS
    CRM, back office, IB
  7. AI assistants
    Via MCP, scoped
Need more than software? See our services below
What’s inside

Everything in XFIV BrokerOS

01

Roles and permissions

Control who sees what across your team.

02

Audit trail

Keep a record of staff actions.

03

Funding approvals

Review requests from XFIV Portal.

04

Risk views

Exposure and activity at a glance.

05

Multi-brand

Run several brands from one back office.

06

Built on Connect

Data stays in sync with MT5 through XFIV Connect.

How it works

From first call to go-live

  1. Map your processes

    Tell us how your back office works today.

  2. Connect MT5

    XFIV Connect links BrokerOS to your server.

  3. Run in parallel

    Run BrokerOS alongside your current tools.

  4. Switch over

    Move teams across when you are ready.

FAQ

Questions brokers ask

Is XFIV BrokerOS available?

Yes. Book a demo to see XFIV BrokerOS against your own back office setup.

Works with

XFIV Connect

MT5 integration API, webhooks and MCP.

Explore XFIV Connect

XFIV Portal

Branded client area with a built-in AI agent.

Explore XFIV Portal

XFIV Trade

White-label web trading terminal over MT5.

Explore XFIV Trade

Need more than software? Our team also supports brokers with branding, websites, marketing, PR, recruitment and more.

See services 24/7 support

See XFIV BrokerOS with your own setup

Book a demo and we will walk through it against your MT5 environment.

Book a Demo See pricing

Last reviewed 2026-10-29