Tracking and attribution: trace every click to a funded trader, on the stack you already run. See the tracking layer

Callisto · by Jupiter Tech

The AI Forex CRM That Growing Brokers Switch To.

Back office, trader room and partner portal on one trader record. Plus the part a CRM was never built to do: connect every dollar of spend to the traders it created.

Live in 14 days · Signup to first trade in under 5 minutes · MetaTrader 5, cTrader, TradeLocker

One trader · two CRMsIllustrative

Same trader. Two endings.

10:02 Karim R. signs up from your Meta ad
Traditional CRMCallisto
4 min In a queue. Nobody calls. Routed to an agent. Called.
1 hour An English email. Unopened. WhatsApp onboarding, in Arabic. Verified.
2 hours Card declined. Nobody knows. Account manager alerted. Funded.
Day 2 “Still interested?” Unopened. Regional welcome bonus. First trade.
Week 3 Gone. Never funded. Copy trading. Still trading.
Day 30 $0Meta only saw a signup. $640 in 30 daysHis predicted value goes back to Meta, to find more like him.
A month 4,000 signups like him 240 funded$153,600 in net deposits 320 funded$204,800 in net deposits: +$51,200

Illustration with sample data.

Runs on the platforms and providers you already useBespoke brokerage systems where required.
MetaTrader 5Trading platform cTraderTrading platform TradeLockerTrading platform SumsubKYC provider PraxisPayments Meta AdsAd platform Google AdsAd platform WhatsApp BusinessMessaging

The product

Everything your current CRM does. Then the parts it can’t.

The back office covers what your CRM does today. The parts it can’t: every click tracked to lifetime value and sent back to your ad platforms, WhatsApp onboarding, any IB structure you want, and an AI assistant with tools that reach your data safely.

Your turn: pick a seat above, or switch rooms here.TRADER is where your clients and partners sit.

Everything a CRM does is here

  • Client portal and onboarding
  • KYC and compliance
  • Cashier, ledger and withdrawals
  • IB programme
  • Sales desk
  • WhatsApp
Then the part it can’t

Six revenue engines

Six engines. One record.

Not six products. Each engine reads from and writes back to the same trader, so a campaign report, an IB review and a sales call finally agree.

Compare campaigns, geos, publishers and IBs by the traders they produced, not the registrations they counted.

KYC, first deposit and trading activity go back to the ad platforms, so they optimise towards traders who fund. Better inputs, not autonomous budgets.

Commission, spread or hybrid economics, multi-level networks and a link per campaign. A client who refers friends gets a partner portal too.

Signup to first trade in under five minutes, and a desk that sees source, campaign and KYC before the first call.

Deposit bonuses by region, account class and date sit on the same record as funding and trading, so each offer is read against the traders it produced.

An economic calendar, calculators and WhatsApp updates give traders reasons to come back. WhatsApp messages are opened 98% of the time, against 20% for email.

Callisto AI

Same question. Two answers.

Callisto AI · your marketsIllustrative

Mexico

Which campaign should get Mexico’s budget?

Traditional CRM

Meta 1,400 signups. Google 380.

Funded ?
Callisto

Google’s traders fund at 11%. Meta’s at 4%.

MetaGoogleMove Mexico’s budget to Google.

+15 funded traders · +$5,250 a month

Brazil

Why do Brazil’s traders take a week to fund?

Traditional CRM

First deposit after 6 days

Why ?
Callisto

Pix pays in seconds. Your cashier lists it last.

Put Pix first in Brazil’s cashier.

+20 funded traders · +$8,000 a month

Nigeria

Why are Nigeria’s deposits down?

Traditional CRM

Deposits −12%

Why ?
Callisto

Card failures: 18% → 27%

Offer bank transfer. Alert the manager.

+20 funded traders · +$3,600 a month

Oman

Why do so few Omani signups fund?

Traditional CRM

212 signups, 19 funded

Why ?
Callisto

Most stop at step 2 of your English WhatsApp onboarding.

Switch Oman’s WhatsApp onboarding to Arabic.

+8 funded traders · +$5,600 a month

Malaysia

Why don’t Malaysian leads answer our calls?

Traditional CRM

41% of calls unanswered

Why ?
Callisto

You call at 4 pm their time. They answer after 8 pm.

Give Malaysia’s leads to the evening shift.

+10 funded traders · +$4,500 a month

Callisto adds+$26,950 a month

Direct interrogation of connected data. Not autonomous decision-making. Sample data.

Implementation

14 days, not 14 weeks.

Go-live · two plans, one clockIllustrative
Day14of 14
Day 14 · Live
A typical CRM rollout14 weeks
14%day 14 of 98
Callisto14 days
Liveday 14

On the same record from day one

Compliance

KYC review with provider checks, rules by region, an audit log.

Finance

A ledger that reconciles. Withdrawals with KYC and risk flags.

Integrations

MetaTrader 5, cTrader, TradeLocker, Sumsub, Praxis, Meta, Google.

PAMM / MAM

Managed accounts beside retail.

Ask us on the demo.

Book a demo

See Callisto on your questions, not our slides.

Thirty minutes. Both rooms, live, with sample data. Bring the questions your current stack can’t answer.

  1. 01
    Both rooms, one recordThe operator’s view and the trader’s view of the same trader, side by side.
  2. 02
    Your platform and providersTell us what you run and we show the integration path, and what we need from you in week zero.
  3. 03
    A written scopeIf it fits: the launch criteria and the 14-day plan.

We reply within one business day. No mailing list. Prefer WhatsApp? Message us.

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Ready to try Callisto: the AI Forex CRM for growing brokers, live in 14 days, first trades in under five minutes, one record for desk, trader and partner, your data answering in plain English, every click traced to a funded trader, six revenue engines on one record.