Back office and risk,
built into your CRM.
Account management and risk controls live in the same system as your CRM — symbol limits, spreads, leverage per client, margin call and stop out, and full control over every account.
- Same system as the CRM
- Spreads, limits & leverage
- Suspend or disable accounts
One system,
not two.
No second login and no separate tool. Clients, trading accounts, symbols and users are managed right inside EVO-CRM.
Deposits, withdrawals
and transactions.
Accept USDT deposits from clients and review every transaction before it’s approved.
Control every account
in a click.
Set leverage per client, suspend an account so the client can’t trade, deposit or withdraw, or disable it so they can’t log in at all.
Every control your dealing desk needs.
Limits per symbol
Set volume and trading limits for each symbol.
Spread control
Set and adjust the spread on every symbol.
Leverage per client
Give each client their own leverage.
Margin call & stop out
Your levels, handled automatically.
Take profit & stop loss
TP / SL on every order, with full control over client positions.
Suspended accounts
The client can log in and see the account, but can’t trade, deposit or withdraw.
Disabled accounts
The client can’t log in to the account at all.
Clients, accounts & symbols
Full control over clients, trading accounts and instruments.
Roles & permissions
Decide who on your team can see and change what.
IP whitelist
Allow access to the CRM and back office only from the IP addresses you approve.
Security logs
Every click and action by CRM users and clients is logged — who, what, when and from which IP.
Risk groupsComing soon
Group clients and manage risk per group.
Dealing roomComing soon
A dedicated workspace for your dealers.
Integrations pageComing soon
Connect payment, KYC / AML and other providers by pasting API keys.
Modular setupComing soon
KYC, document signing and AML checks switched on or off to fit your licence.
Login optionsComing soon
OTP, 2FA, social login and auto-login.
Everything your brokerage needs,
in one package.
EVO isn’t a single tool. You get the full stack — deployed together on your own server, in your brand, for one flat monthly fee.
- Live in 24 hours
- No setup fee
- Paid in crypto
Launch your brokerage on EVO, fully branded!
No setup fee. No revenue share. Paid in crypto.

