Stop losing clients before they trade.
Lead → KYC → Funded → Active Trader → Retention
A generic CRM can capture a lead.
My Sky is built for broker operations — not generic sales tracking.
Scalable Infrastructure
by the Numbers
Engineered to power high-volume brokerage operations with maximum flexibility and zero friction.
Your CRM should not stop
at “lead captured.”
Most brokerages do not lose clients because of one weak ad. They lose them in the handoff.
The client waits without clarity. That is where trust starts breaking. When the journey from lead to funded trader is not visible, every team works harder — but the client still feels confused.
My Sky gives brokers
one client truth.
My Sky is a broker CRM + Client Portal designed to help teams manage the complete client lifecycle from first contact to active trading.
It brings Sales, Compliance, Support, Back Office, and Management into one connected workflow.
Internally, your team can track status, ownership, actions, notes, and client movement.
Externally, your client can see clearer steps, status updates, and required actions through the portal.
The result is a cleaner journey for the client and a clearer operating system for the brokerage.
Track the journey
that actually matters.
Registrations are not the goal.
Funded, active clients are the goal.
My Sky helps brokers manage the full journey:
Lead Capture
Capture new leads and organize them inside a broker-ready CRM structure.
Qualified
Track lead quality, source, sales ownership, and next action.
KYC Started
Move clients into onboarding with clear status visibility.
KYC Review
Help teams see what is under review, what is missing, and what requires action.
Approved
Keep the client journey moving after verification.
Funded
Connect funding visibility with the client profile and internal workflow.
Active Trader
Track activation, platform access, support needs, and early engagement.
Retention
Support long-term client value with better visibility and follow-up workflows.
Pattern Built to Support Scale.
Ships integrated with our Sky 5 engine, MT4, MT5 and the mainstream industry engines.
If you cannot see where clients drop, you cannot fix the leak.
CRM inside. Portal outside.
One client truth.
A CRM and client portal should not live in two different realities.
Your internal team needs a clear workflow.
Your client needs clear communication.
My Sky connects both.
CRM inside.
Portal outside. One client truth.
- Client stage
- KYC status
- Funding status
- Owner and department responsibility
- Last action taken
- Next required step
- Support history
- Pipeline movement
Client Portal Helps
Clients See.
- Account status
- Verification progress
- Required actions
- Funding updates
- Reference details where applicable
- Support access
- Next steps
When clients understand what is happening, they ask fewer repeated questions.
When teams see the same client truth, they respond faster.
Token Management
Asset Control
Analytics
Insightful Data
AI-Driven Operations
Autonomous Process Optimization
Privacy and Security
Secure Data
Smart Contracts
Automated Legal & Transactional Rules
Contact us
Get in touch with us
We’re here to help and answer any questions you may have.
Email us
Have a question? Our team is ready to help, contact us at contact@skyoption.com
Contact team
Prefer to talk instead? You can now easily reach our team at +(977) 567 890