EVO trading platforms for brokers: WebTrader, CRM and back office in one system
What “EVO trading platforms” means for a broker: the trading platform, CRM, back office and price feed working as one system, and how a client moves through it from sign-up to trade.
EVO PlatformsEVO Platforms7 min read
Brokers who search for EVO trading platforms usually want to know one thing: is EVO only a trading screen, or a full system to run a brokerage? The answer is the second. EVO Platforms delivers the trading platform, the CRM, the back office and the price feed as one connected, white-label system.
This article explains each part, how they fit together, and what a client’s journey looks like from the first sign-up to the first trade, so you can judge whether the EVO trading platform fits your brokerage.
Key takeaways
- EVO trading platforms means the full EVO system: EVO WebTrader, EVO CRM, a built-in back office and a real-time price feed, all white-label.
- Clients trade on EVO WebTrader; your sales, retention and finance teams work in EVO CRM, in the same system.
- The back office gives in-house execution with built-in risk management: spreads, symbol limits, leverage per client, margin call, stop out and account status.
- Any payment method can be connected, with an approval flow in the CRM for every deposit and withdrawal.
- Each broker gets a dedicated VPS, IP whitelist, security logs and 24/7 Telegram support, live in less than 24 hours.
What are EVO trading platforms?
“EVO trading platforms” refers to the complete broker system from EVO Platforms: the EVO WebTrader trading platform, EVO CRM, the back office, a real-time price feed with 250+ symbols, and an optional broker website. It is delivered as SaaS: you subscribe, and the whole system runs under your brand and on your domain.
| Part | Who uses it | What it does |
|---|---|---|
| EVO WebTrader | Your clients | Trading in the browser on desktop and mobile, plus the client area |
| EVO CRM | Sales, retention, finance | Leads, desks, client accounts, deposits and withdrawals |
| Back office | Admins and dealers | Symbols, spreads, limits, leverage and account controls |
| Price feed | The whole system | 250+ symbols streamed in real time over WebSocket |
EVO WebTrader: the platform your clients see
EVO WebTrader is the EVO trading platform your clients use in the browser on desktop and mobile. It includes a watchlist by category (Forex, Metals, Indices, Crypto, Commodities and Stocks), professional charts with indicators and timeframes, and a simple order box to Buy or Sell at market or at a set price, with Take Profit and Stop Loss.
Clients follow open positions, pending orders and history, and a live bar shows balance, equity, margin, free margin and P&L. The client area covers profile, security, KYC documents, deposits, withdrawals and transactions. Everything works in dark and light themes and in English, Arabic with full RTL, and German. For the full list, read EVO WebTrader features.
EVO CRM: leads, desks and client accounts
EVO CRM is where your team works. Every sign-up from your website arrives automatically with its source, ready for a status, comments and an owner. The CRM handles 20,000+ leads and keeps an activity log for each one.
- Roles: admin, team leader, sales agent and retention agent, each seeing the leads and clients they work on.
- Sales and retention desks: separate desks for new clients and funded clients.
- Linked accounts: each client is linked to their trading accounts.
- Reports on how your desks and leads are performing.
- Arabic and English, with full right-to-left support.
Back office and risk, in the same system
The back office is part of EVO CRM, with no second login and no separate tool. EVO runs in-house execution with built-in risk management, and every rule is yours to set:
- Spread control on every symbol, per symbol or group.
- Limits per symbol: minimum and maximum lot size and maximum exposure.
- Leverage per client.
- Margin call and stop out at your levels, handled automatically.
- Take profit and stop loss with full control over client positions.
- Suspended accounts (no trading, deposits or withdrawals) and disabled accounts (no login).
- Roles and permissions that decide who on your team can see and change what.
Risk groups, to manage risk per group of clients, and a dedicated dealing room for your dealers are coming soon. For a deeper look, see our EVO CRM and back office guide.
The price feed: 250+ symbols in real time
The built-in price feed streams quotes over WebSocket straight to the trading platform, with real-time streaming and no delays. It covers 250+ symbols across Forex (60+ pairs), metals, indices, crypto, commodities and stocks, and 24/7 digital currency feeds keep crypto prices moving on weekends too.
Every market is available as an add-on, any symbol can be added on request, and if you already have your own feed you can plug it in instead.
Deposits and withdrawals with an approval flow
Clients can fund their accounts with any payment method: USDT and other crypto, cards, bank transfer or local methods. Any method can be connected. Each deposit and withdrawal appears in EVO CRM with an approval flow, so finance reviews every transaction before it reaches the trading account, and the client sees its status in the transaction history.
Your own server, security and 24/7 support
- A dedicated, isolated VPS per broker, so your data never touches another broker’s.
- IP whitelist to allow access to the CRM and back office only from the addresses you approve.
- Security logs that record every click and action by CRM users and clients: who, what, when and from which IP.
- 24/7 monitoring of the platform, the price feed and your website, with domain and SSL expiry alerts.
- 24/7 Telegram support at @evoplatforms, with answers in minutes.
How it all connects: one client’s journey
The value of one system shows best when you follow a single client:
- 1A visitor signs up on your website, and the lead lands in EVO CRM with its source.
- 2A sales agent picks it up, sets a status, adds comments and follows the conversation.
- 3The client uploads KYC documents from the client area in EVO WebTrader.
- 4The client deposits by any connected method, and finance approves it in the CRM.
- 5The client trades on EVO WebTrader with the spreads, limits and leverage you set in the back office.
- 6Once funded, the client moves to the retention desk, with the full history in one place.
No exports, no syncing between tools and no second login: every step happens in the same EVO system.
Who it’s for, pricing and going live
EVO trading platforms are built for new brokerages launching their first brand, existing brokers replacing an old, slow platform, and any broker who wants full control of spreads, symbols and risk. If a feature you need is missing, the team builds it as custom development.
EVO plans start from $2,500 per month, and you can be live in less than 24 hours: you pay, we deploy on your dedicated server, and you start onboarding clients. See pricing, follow how to start with EVO Platforms, or contact us for a demo in your brand.
Frequently asked questions
What are EVO trading platforms?
EVO trading platforms refers to the complete broker system from EVO Platforms: the EVO WebTrader trading platform, EVO CRM, the back office and a real-time price feed with 250+ symbols, delivered as one white-label system.
Is the EVO trading platform connected to the CRM?
Yes. EVO WebTrader, EVO CRM and the back office are one system, with no second login. Clients, trading accounts, symbols, spreads, leverage and users are all managed inside EVO CRM.
How does execution and risk work on EVO?
EVO runs in-house execution with built-in risk management. You set spreads per symbol, symbol limits, leverage per client and margin call and stop out levels, and you can suspend or disable accounts. Risk groups and a dealing room are coming soon.
Which languages are available?
English, Arabic with full right-to-left support, and German, across the trading platform and the CRM, with other languages added when you need them.
How fast can a broker go live on EVO?
In less than 24 hours. You pay, EVO deploys the system on your dedicated server, and you can start onboarding clients.
This article is for general information only and is not legal, tax or financial advice.
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