CRM SOLUTIONS BUILT FOR BROKERS
Streamline your brokerage operations with CRM solutions built around your business needs. From selecting the right platform to configuring workflows and integrating trading tools.
MEET ATARIA 1.0
01
Client & Lead Management
Manage client accounts, organize leads, and control employee and client permissions.
02
funds & Wallet Management
Manage client funds, wallets, and brokerage-related financial operations.
03
Trading Platform Connectivity
Supports integration with MT4, MT5, cTrader, and Vertex. 

04
Payment gateway Management
Access pre-integrated payment gateways 
 for supported payment methods.
05
KYC, KYB, & AML
Access pre-integrated payment gateways for supported payment methods.
06
Cloud HOSTING & EMAIL
EXPLORE ATARIA 2.0
What ATARIA CRM Can Do for You?
From managing clients to handling operations, everything you need to run and scale your trading business.
All Your Clients, One Dashboard
Manage client profiles, accounts, and activity easily from a centralized system. Get complete visibility and control over your user base. Easily organize client information, assign user roles, manage permissions, and oversee day-to-day operations without switching between multiple systems.
Track Business Performance In Real Time
Simplify Verification And Compliance Tasks
Streamline KYC verification, document reviews, and compliance workflows from one centralized platform. Keep client records organized, automate verification processes, reduce manual effort, and help your team maintain regulatory compliance with greater speed and accuracy.
Manage Partners And Referral Networks Easily
Track partner activity, referrals, commissions, and client performance from a centralized dashboard. Organize your network efficiently and maintain complete visibility over every partnership and reward process.
Generate Detailed Reports With Ease
Generate clear and organized reports for transactions, client activity, financial records, and business performance. Export important data quickly and keep track of operations with accurate reporting tools.
Better Systems. Smarter Business.
Explore the powerful interface designed to manage every aspect of your trading business.
Improved Leads
Whatever you prefer upfront payouts , our structure ensures you benefit from every successful referral
Increased Efficiency
From user onboarding and account management and reporting, everything shows smooth connectivity.
Scalable Growth
Our system includes built-in KYC/AML processes to ensure safe financial operations.
2x Your Revenue with Ataria CRM
Discover how Ataria CRM empowers trading businesses to streamline operations, manage clients efficiently, and unlock new revenue opportunities.
Everything you need to know
Have questions about our services or process? Here are some of the most common questions our clients ask before starting a project with us.
What services does your agency provide?
The CEO leads the company’s vision and strategic direction. With a strong focus on innovation and business growth,
Do you work with international clients?
Yes, we work with international clients from different countries around the world.
How long does it take to complete a project?
The timeline depends on the size and complexity of the project. Smaller projects may take a few days to a couple of weeks, while larger and more detailed projects can take several weeks. After understanding your requirements, we provide a clear timeline before starting.
Do you provide custom solutions for businesses?
Yes, we provide fully custom solutions based on your business needs. Every business is different, so we focus on creating strategies, designs, and services that match your goals, target audience, and long term vision.
How can we start working with your agency?
Getting started is simple. You can reach out to us with your project details, goals, and requirements. Our team will review your needs, discuss the best approach, and guide you through the next steps to begin the project smoothly.
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