EXO CRM & Trader

Founded: 2020-01-01 in Serbia
Headquarters: Serbia

EXO CRM & Trader is a white-label fintech software provider that delivers an integrated technology stack for forex and CFD brokerages. Founded in 2020 by industry veterans with direct brokerage experience, the company is headquartered in Serbia and operates as a division of EXO Technologies. Its flagship offering combines a proprietary trading platform (EXO Trader) with a purpose-built CRM system, enabling brokers to launch a fully branded operation in under 48 hours—far faster than the industry standard of weeks or months. The company emphasises a 'from brokers to brokers' ethos and claims a zero-churn client retention record since its inception. In 2025, EXO CRM & Trader was named Best CRM Provider at the UF Awards during iFX EXPO International, signalling its growing influence in the B2B forex technology sector.

Detailed Review

Company History

EXO CRM & Trader was founded in 2020 by a team of industry veterans who had direct experience running brokerages. Based in Serbia, the company was built on the premise that brokerage technology should be integrated, fast to deploy, and genuinely partnered. It operates as a division of EXO Technologies and has grown steadily in the competitive B2B forex technology space. Since its founding, the company has maintained a zero-churn client retention record, a claim it attributes to its hands-on, client-centric support model.

Product Suite

The core offering is a white-label brokerage package that includes three main components: the EXO Trader client-facing trading platform, the EXO CRM back-office system, and a custom broker website. The EXO Trader provides real-time market data via a TradingView integration, advanced charting, a customizable interface, and multi-account management. The CRM module handles client onboarding (KYC/AML), trading activity tracking, deposits and withdrawals, sales performance dashboards, and real-time analytics. The entire solution is built on a microservice architecture, enabling scalability and real-time data processing. The company claims it can deploy a live, fully functional brokerage environment in under 48 hours.

Market Position and Partnerships

EXO CRM & Trader positions itself as a one-stop-shop for entrepreneurs and established brokers, offering one contract and one support team instead of juggling multiple vendors. Its partnership ecosystem includes integrations with payment processor Paytiko, affiliate management tool Track360, and AI-driven visibility platforms. This allows brokers to manage the full client lifecycle from acquisition through trading. The company has gained industry recognition, winning Best CRM Provider at the UF Awards in 2025, and has been visible at major events such as iFX EXPO International. While primarily targeting the forex and CFD space, the platform is designed to handle high-volume trading and offers extensive white-label customisation down to the UI and branding.

Key Products

EXO CRM
White-label CRM system for brokerage management, including real-time dashboards, analytics, KYC, deposit/withdrawal handling, and commission tracking.
EXO Trader
Client-facing trading application with real-time market data (TradingView), advanced charting, customisable UI, and multi-account management.
Custom Website Solution
Bespoke brokerage website built to match the CRM and Trader branding.
White-Label Trading Platform
Full trading infrastructure with microservice architecture, liquidity integration, and scalable deployment.
White-Label Package
A complete turnkey solution combining EXO CRM, EXO Trader, and custom website, enabling brokers to launch within 48 hours.
White-Label Brokerage Package
A complete turnkey solution including EXO Trader, EXO CRM, and a custom website, designed to launch a full brokerage operation in 48 hours. Built on microservice architecture for scalability.
Custom Broker Website
As part of the white-label package, EXO develops a custom website for each broker client, integrated with the CRM and trading platform.