ARN Fintech
CRMOracle

Every client record, document and transaction in one operating layer

Oracle is the back office your desk works in all day: registration to KYC approval, deposits to withdrawals, trading account provisioning to support history — auditable, role-scoped, and connected to your MT4/MT5 server.

Client portal includedMT4 / MT5 nativeRole-based permissions
ARN FintechCRM
CRMRMSIB
Overview
Dashboard
Analytics
Sales
Leads24
Customers10
Pipeline
Finance
Transactions
Reports
AY
Arda Yılmaz
Sales manager
Oracle CRM

Dashboard

Search customers, leads…
Live
6-month deposit+12%
$59,644.26
4 customers
3-month deposit+8%
$28,410.00
3 customers
Last month+5%
$9,750.00
2 customers
Last week+3%
$2,180.00
1 customers

Lead / Customer

Last 9 months
LeadsCustomers
36271890AugSepOctNovDecJanFebMarApr

Credit In / Out

USD
JanFebMarApr
InOutCorrection

Recent leads

View all
NameEmailCountryAssignedStatusDepositCreated
EKEmre Kaya
[email protected]TürkiyeArda Y.New$2,000.002h ago
SDSelin Demir
[email protected]TürkiyeRana K.Contacted$850.001d ago
MBMert Balcı
[email protected]GermanyArda Y.Qualified$14,200.002d ago
Ayşe Öz
[email protected]TürkiyeRana K.New$500.003d ago
NGNil Gür
[email protected]UAEArda Y.Lost6d ago
Interactive demo

Experience it yourself

A guided walkthrough of the live Oracle client portal — open accounts, run a deposit, follow the KYC flow. No signup.

portal.arnfintech.com

Demo data only. Nothing you enter is stored.

Oracle CRM

Platform capabilities

One record per client, and every desk that touches it working from the same data — with an audit trail behind every change.

Client lifecycle desk

One record per client: registration source, documents, trading accounts, tickets and every status change with the operator who made it.

Clients · Desk view1,284 records
ClientRes.StatusAccountsBalance
Mert KayaTRVerified3 accounts$12,400
Layla HassanAEPending KYC1 account$0
J. OkaforNGVerified2 accounts$3,150
A. PetrovCYDocs expired1 account$820
S. YamadaJPVerified4 accounts$41,900
Filters: Verified · TR, AEPage 1 of 43

KYC & document review

Queue-based approvals with expiry tracking and per-jurisdiction document rules.

KYC queue17 waiting
LPassportLayla HassanIn review
AProof of addressA. PetrovExpired
KSelfie checkK. DemirAuto-passed

Deposits & withdrawals

Request-to-ledger flow with maker-checker approval and automatic account funding.

Withdrawal approvalsMaker-checker
$2,400 #WD-4412Card refundReview
$780 #WD-4413Bank / TRYApprove
$15,000 #WD-4414USDT TRC20Review

Accounts & groups

Provision live, demo and swap-free accounts on MT4/MT5, assign groups and leverage without leaving the record.

Trading accounts+ New
MT5 · 8104221
Live · Standard
1:200
MT5 · 8104222
Demo
1:500
MT4 · 512884
Live · Raw
1:100
MT5 · 8104290
Swap-free
1:200

Operator workflows

Assignment rules, follow-up tasks and templated client messaging per desk.

Desk tasksToday
Call back · M. KayaSales · 11:30
Re-request address docCompliance
Welcome sequenceOnboarding

Audit & permissions

Granular roles, IP scoping and an immutable action log for every record.

Action logImmutable
09:12Approved KYC · Mert Kayaelif.d
09:08Group changed → Standardsystem
08:54Withdrawal #WD-4412 heldburak.k

Ticket desk — client and internal

One queue for client and internal tickets. Every ticket carries a department, an owner and an SLA clock, and routing rules decide where it lands — withdrawals to finance, documents to compliance, unanswered ones escalated automatically.

TicketsAllClientInternal
Withdrawal not credited#T-2048 · Client · Ayşe K.FinanceSLA 2h
MT5 password reset#T-2047 · Client · Omar R.SupportSLA 6h
New IB rate approval#T-2046 · Internal · SalesComplianceSLA 1d
Bank account verification#T-2045 · Client · L. FerreiraKYCSLA 4h
Routing automation
When Subject contains “withdraw”
Finance · priority high
When Source: client portal + KYC tag
Compliance queue
When Unanswered 4h
Escalate to desk lead
When Internal request from Sales
Route to Compliance
Integrations

Drops into the stack you already run

Oracle connects to your trading server and providers over documented APIs, so you keep your server topology, your liquidity setup and your provider contracts. Read and write client data from outside through a signed REST API and webhook events.

MT5MT4cTraderREST APIWebhooks
Trading servers
MT4 & MT5 manager API, cTrader Open API
Payments
Card, APM, bank transfer and crypto providers via plugin layer
Identity
KYC/AML verification via Ondato
Deployment
Your cloud, our cloud, or on-premise

Ready to upgrade your CRM?

We will walk your desk through Oracle with your own workflow in mind — client onboarding volumes, document rules, funding approvals and the trading server you run.

Oracle is licensed on its own. Running Aegis RMS or Bifrost IB is optional — each module is deployed separately.

Book an Oracle demo

We reply from a real address, not a drip campaign.