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Client Management

Easily track and manage client profiles, documents (KYC/AML), deposits, and withdrawals in one place.

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IB & Affiliate System

Advanced affiliate tracking with multi-tier commission structures. Reward your partners and expand your network.

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Multi-Level Reporting

Comprehensive reporting tools that give you real-time insights into client activity, partner performance, and revenue streams.

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Integrated Payments & Wallets

Connect to multiple payment providers and manage transactions securely with built-in wallet systems.

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Risk & Compliance Tools

Monitor transactions, ensure AML/KYC compliance, and maintain complete regulatory oversight.

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Customizable & Scalable

Tailor the CRM to your brokerage’s workflow, branding, and business model — and scale as you grow.

Unlock Growth With Othello CRM

Othello CRM is more than software — it’s a partner in your business growth. Whether you are a start-up broker or an established financial firm, our platform equips you with the tools to attract clients, empower IBs, and manage your operations efficiently.

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