CurrentDesk: CRM, client portals and brokerage operations

CurrentDesk supplies the administrative software around a Forex or OTC brokerage: sales CRM, a back office, a trader portal and partner management. Its role is to keep client, account and operating workflows connected across the broker’s systems. The broker retains its own trading-platform and service-provider relationships.[1]

The back office publishes reporting for dealing activity, currency conversion, marketing attribution and partner remuneration, with Excel export. Its cash-flow dashboard separates money coming in, withdrawals going out and internal transfers. Role-based permissions govern which users can perform actions; visibility of an instruction and permission to approve it are separate operating concerns.[3]

The partner module also covers managed-account programs. It advertises high-water-mark tracking, management and performance-fee calculations, and digital limited-power-of-attorney documents. A built-in MAM tool can be used alongside integrations with outside MAM technology. These functions support the broker’s allocation and remuneration rules; selecting them does not define the legal mandate or client agreement.[5]

The catalogue describes full cTrader integration but also lists it as forthcoming alongside Match-Trade. The CRM page advertises availability. Confirm the deployed connector and supported operations to resolve this internal inconsistency.[2][6]

CurrentDesk’s January 2026 account-group explanation distinguishes MetaTrader groups from internal fee groups. Several fee groups can map to the same trading group when their platform commissions and markups are identical, while retaining different IB rebates, partner payouts and client classifications. This expands administrative segmentation; it does not create independent server-side trading settings for every internal group.[12]

The payment catalogue combines directly integrated processors with access through orchestration gateways. Its claim of more than 600 PSPs expressly includes indirect access, including through Praxis. Examples include CyberSource, Nuvei, Skrill, Neteller and B2BINPAY. A gateway’s reach therefore should not be read as hundreds of separately built CurrentDesk connectors.[7]

Sales access starts through a demo or trial enquiry. The reviewed demo page does not publish a numeric monthly package price, setup fee or user allowance; commercial scope requires a proposal. A demonstration request alone does not establish the duration or cancellation conditions of a paid-service trial.[14]

The customer terms place monthly fees in the Service Agreement. A fee-paying trial converts to monthly advance billing unless cancelled within 30 days; upgrading a free account is charged immediately without another trial. Partial months receive no refund or credit, taxes are additional, and invoices are payable within 30 days. These are published general terms, subject to the signed service scope.[8]

CurrentDesk states that it does not charge for use of its payment gateway. That statement concerns its gateway charge: it does not price the acquiring, wallet, orchestration or currency-conversion services supplied by outside providers. New PSP integrations can be requested through support and remain subject to technical requirements.[7]

Current KYC billing descriptions charge completed Sumsub verifications whether approved or denied, and iDenfy only for approvals. Rates and retries require confirmation.[6]

The 25 November 2022 Sumsub announcement describes approval-based charges and a promotion ending in 2023. Those historical offers should not be used as a current KYC tariff. A proposal needs the present verification charging event, including treatment of rejected checks, retries and third-party fees.[13]

The CRM FAQ advertises standard new-broker deployment in one to two business days, including platform connections, payment setup and portal branding. This is a supplier timetable for the standard scope. A migration, custom integration or unresolved connector requirement needs its own acceptance plan and delivery commitment.[2]

The client portal supports localized registration forms, language settings, branded communications and automated document reminders. A client can hold self-directed, managed and social-trading accounts under one profile. For implementation, this means agreeing the registration fields, account permissions and document requirements before enabling the intended client journeys.[4]

The documented Auto KYC flow sends a client’s selfie, identity document and optional address evidence to Sumsub, then returns a verification result to the onboarding workflow. Deposit availability follows the broker’s system settings after approval. The announcement also describes document-expiry reminders; its short processing-time claims are promotional estimates, not a universal decision deadline.[13]

Exit planning has a defined deadline in the public DPA: the customer can request return or deletion of personal data within 14 days after termination, with a machine-readable download provided before deletion from live systems. Return or destruction instructions may incur notified additional fees, and legal retention obligations can preserve some copies. Agree the required export and retention scope before ending access.[9]

The public contact page lists business hours as Monday to Friday, 08:00–17:00 EST. It also links a separate support portal. These published office hours do not specify incident severity targets or a round-the-clock response commitment; the service agreement should identify the applicable support coverage.[10]

KYC document handling, workflow rules and role controls are software functions. A broker’s financial-service permissions, customer classification and product eligibility remain matters for its own operating model. CurrentDesk’s description of administrative compliance tools is not evidence that a brokerage client has obtained those permissions.[3]

The DPA identifies the customer as controller and CurrentDesk as processor. It describes instructions, sub-processors, audit cooperation and a breach-notification deadline of no more than 72 hours after discovery. The customer retains its own disclosure obligations. The signed processing and transfer documents should specify the actual hosting and sub-processor arrangements.[9]

The customer terms identify the operator as CurrentDesk, LTD, registered in the British Virgin Islands. They also use the product names CurrentBusiness and CurrentRisk; those names belong to the same provider record, rather than separate companies in this directory.[8]

CurrentDesk dates its founding to 2013 and names Ron Singer and Travis Dahm as founders. Its company page states ISO 27001:2022 certification. This is a supplier-published information-security claim; the public page does not itself provide the certificate’s full scope, validity period or an assurance report.[11]

Operator

CurrentDesk, LTD, British Virgin Islands.

Service scope

CRM, back-office administration, trader portals and partner-management software for Forex and OTC brokerages.

Customer types

Forex brokers; OTC brokers; Brokerage white labels

Delivery

SaaS; Hosted; API

Pricing publication

Quote only

Platforms

Forex CRM; Forex Back Office; Trader Portal; Partner Portal; CurrentBusiness MAM

Integrations

MetaTrader 4; MetaTrader 5; Shift Crypto Exchange; Sumsub; Twilio SendGrid; Twilio Click to Call; CurrencyLayer; OpenExchangeRates; Brokeree; ZuluTrade; Gold-i; Praxis

Pricing scope

Numeric package rates require a proposal; monthly charges and trial conversion follow the Service Agreement and customer terms.

Implementation

Portal branding, registration setup and platform connections; the advertised standard timeline needs qualification for custom or migration work.

Support

Public support portal and business contact routes; published office hours are Monday–Friday, 08:00–17:00 EST.

Permissions and regulatory scope

Brokerage operating software. KYC and administrative controls do not establish the client broker’s financial-service permissions.

Provider metadata checked 21 Oct 2026Source 1Source 8Source 2Source 3Source 10Source 6Source 13Source 7

A practical deployment distinction is the boundary between a trader’s portal profile and the underlying trading accounts. CurrentDesk can coordinate documents, communications and several account relationships in one interface, while the connected systems still perform their own trading and payment functions. Account-level restrictions and transaction permissions need to remain consistent across that boundary.[4]