ClientDesk is a technology company that offers a comprehensive software suite for brokerage firms. Their core product is a centralized platform that includes a Customer Relationship Management (CRM) system, a client-facing Trader's Room portal, and an Introducing Broker (IB) / Affiliate management module. The platform is designed to streamline a broker's operations, from client onboarding and KYC verification to payment processing and reporting. ClientDesk integrates with popular trading platforms like MetaTrader 4 (MT4), MetaTrader 5 (MT5), and cTrader, aiming to provide a seamless experience for both the broker and their end-clients.

Founded in

Canada