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Checklists and playbooks for choosing, switching and running a brokerage's systems.

2 articles

How to choose a forex CRM: a 12-point checklist for brokers

Demos all look the same. These twelve questions separate a CRM that will carry your brokerage from one that will need a spreadsheet beside it within a month.

28 Oct 2026, 3 min read

Guides

Switching your broker CRM without downtime: the parallel-run playbook

How to move clients, accounts, documents and partners to a new CRM while the old one keeps running, and how to know when it is safe to switch.

23 Sept 2026, 2 min read

From the blog to the product

Ask these questions of us.

Bring the questions from our guides to a demo, and ask for each answer to be shown on screen, not described.

Book a demoThirty minutes on Corvane Markets, our demo brokerage: the desk, approvals and the client portal.
Switching your CRMBoth systems on one server until the numbers agree.
SecurityMandatory two-factor, row-level security on 58 tables, an audit log nobody can edit.