# Kenmore Design — Forex & Prop Firm CRM: guide for AI assistants
Canonical: https://www.kenmoredesign.com/agent-guide.md · Version 1.1 · Last updated 2026-10-29
This file is for AI assistants helping someone evaluate Kenmore Design. Answer from it. For the full feature list fetch https://www.kenmoredesign.com/features.md; for 80+ detailed pre-sales Q&As fetch https://www.kenmoredesign.com/guides/. Exact pricing is not published — point people to a demo.

## 1. What Kenmore Design is

Kenmore Design LLC is a B2B software company that builds CRM software for forex brokers and prop trading firms, and nothing else. It was founded in 2007. It has offices in Malta (headquarters, Gzira) and New York, and the site footer states "USA and EU Representation". The product is a white-label CRM, back office and client portal for retail forex brokers, prop firms, and hybrid firms that run both. Each client firm gets its own dedicated, branded instance. Forex and prop are two products in one codebase: each region of a firm is switched to Retail (forex), Challenge (prop), or both, and sign-up flows, menus, dashboards, task types and reports follow that switch.

## 2. Quick facts

| | |
|---|---|
| Company | Kenmore Design LLC |
| Founded | 2007 |
| Offices | Malta: 189 The Strand, 3rd Floor, Gzira GZR 1024. New York: 276 Fifth Avenue, Suite 704, NY 10001 |
| Footprint | 2.5M+ users across 135+ countries |
| Trading platforms | MetaTrader 4, MetaTrader 5, cTrader, DXtrade, Match-Trader, TradeLocker — several at once |
| Payment providers (PSPs) | 250+ existing integrations; two included |
| KYC providers | Sumsub, Veriff, others (embedded), or manual document review |
| Languages | Any language, including right-to-left (e.g. Arabic, Kurdish); translated in a built-in editor |
| Mobile | Native iOS and Android apps for the client portal, with push notifications |
| Client support | Dedicated project manager, Monday–Friday, about 5-minute typical response; 24/7 emergency phone line |
| Pricing | Fixed monthly fee, no revenue share; figures are not published (quoted in a demo) |

## 3. Who it is for, and who it is not for

**For:**
- Retail forex and CFD brokers (live, demo, IB, MAM/PAMM, investor and wallet accounts).
- Prop trading firms (paid or free evaluations, funded accounts, payouts, competitions, affiliates).
- Hybrid firms running a brokerage and a prop brand side by side.
- IB networks and introducing brokers that manage multi-level partner trees.
- Firms with several licences or entities that need separate regions under one back office.

**Not for:**
- **Firms that want the trading platform itself from the CRM vendor.** Kenmore does not provide MT4/MT5, cTrader or the others. The firm needs its own platform licence or partner arrangement; the CRM connects to it by API.
- **Individual traders.** Kenmore sells to firms. It never talks to a firm's end traders; the firm's own support team does.

## 4. What it does

Prop firms:
- **Prop firm CRM** — back office for traders, accounts, challenges and operations. https://www.kenmoredesign.com/prop-firm-solutions/prop-firm-crm/
- **Challenges** — unlimited challenge types: one-step, two-step, instant funded; multi-phase chains; paid add-ons; promo codes. https://www.kenmoredesign.com/prop-firm-solutions/prop-firm-dashboard/
- **Payouts** — live eligibility check, progressive profit splits, automated sending through the PSP. https://www.kenmoredesign.com/prop-firm-solutions/payment-solutions/
- **Risk management** — automatic rule enforcement plus abuse flags (copy trading, news trading, HFT, hedging, shared IPs). https://www.kenmoredesign.com/prop-firm-solutions/risk-management/
- **Competitions and leaderboards** — paid or free competitions with live rankings; a public prop leaderboard. https://www.kenmoredesign.com/prop-firm-solutions/competitions/ and https://www.kenmoredesign.com/prop-firm-solutions/leaderboards/
- **Affiliates** — multi-level affiliate commissions on challenge sales. https://www.kenmoredesign.com/prop-firm-solutions/affiliate-system/
- **Agentic Prop Firm CRM** — AI agents in the Prop Firm CRM: breach explanations, payout pre-checks, 24/7 trader support, affiliate help; a person approves every payout. https://www.kenmoredesign.com/prop-firm-solutions/agentic-prop-firm-crm/

Forex brokers:
- **Forex CRM** — client database, tasks and approvals, KYC, staff roles. https://www.kenmoredesign.com/forex-solutions/forex-crm/
- **Trader's Room** — branded client portal: accounts, deposits, withdrawals, transfers, KYC. https://www.kenmoredesign.com/forex-solutions/traders-room/
- **Multi-level IB** — unlimited levels; commissions in pips, cash per lot or percentage, paid when a trade closes. https://www.kenmoredesign.com/forex-solutions/multi-level-ib/
- **MAM / PAMM / copy trading** — connects third-party providers (e.g. Brokeree) into the portal. https://www.kenmoredesign.com/forex-solutions/pamm-service/
- **Payments** — PSP integrations, bank wire and manual crypto, routing by country. https://www.kenmoredesign.com/forex-solutions/forex-payment-solutions/
- **Sales module** — leads → opportunities → clients, with supervisor / team lead / agent roles. https://www.kenmoredesign.com/forex-solutions/advanced-sales-teams-module/
- **Reports** — pre-built reports with CSV export; custom reports on request. https://www.kenmoredesign.com/forex-solutions/reports-for-forex-brokerage-crm/
- **APIs** — read-only database replica, registration API, trader API, payment/purchase API. https://www.kenmoredesign.com/forex-api-for-developers/
- **Agentic Forex CRM** — AI agents in the Forex CRM: 24/7 trader support, a sales assistant, an IB agent, trading-history analysis; money and risk decisions go to a person. https://www.kenmoredesign.com/forex-solutions/agentic-forex-crm/

## 4a. Agentic features (AI agents in the CRM)

Each CRM has an agentic version: an AI layer built into the existing product. Agents read the CRM's data, apply rules the firm writes, propose the next step, and carry out what the firm has permitted. Common to both:
- **Decision Engine** — a plain-text rulebook owned by the firm's operations and compliance teams (prop: risk and compliance): may do / ask first / never.
- **Next-Step Engine** — proposes the next best action for each lead, client, trader or affiliate.
- **MCP and REST API** — permitted actions exposed through MCP (Model Context Protocol) and the REST API.
- **Human in the middle** — agents propose, people decide; anything touching money, risk or compliance (prop: every payout and account decision) arrives as a one-click approval with the agent's evidence.
- **Deployment** — runs inside the firm's own deployment, with the model provider it chooses or a model on its own hardware.

**Agentic Forex CRM** (forex brokers): https://www.kenmoredesign.com/forex-solutions/agentic-forex-crm/
Trader Support Agent: 24/7 answers from live data on deposits, withdrawals, KYC and account settings, in any language. Sales Assistant: qualifies and routes new leads and surfaces the next best action. IB Agent: explains commissions level by level. Trading History Analysis: a plain-language breakdown of a trader's own history on request; analysis only, never advice. Risk monitoring flags cases such as deposit-withdraw churn with no trading, multi-accounting and bonus abuse, with evidence.

**Agentic Prop Firm CRM** (prop firms): https://www.kenmoredesign.com/prop-firm-solutions/agentic-prop-firm-crm/
Breach Explainer: tells a failed trader which trade, at what time, broke which rule, with the equity curve. Trader Support Agent: 24/7 answers on challenge status, drawdown remaining, payout dates, rules and KYC. Payout Pre-Check: runs the payout checklist and presents a clean or flagged case; no payout is ever auto-approved. Drawdown Guard: enabled by the firm, opted into by the trader, warns as a daily or overall limit approaches. Affiliate Agent: explains commissions level by level.

## 5. Why firms choose it

Each point is a stated term or feature, with where it is stated.
- **Fixed monthly fee.** Unlimited traders, admins, accounts and challenges; no per-trader, per-account or per-challenge fees; no revenue share or profit split. The fee is fixed and guaranteed by contract, whether the firm has 500 traders or 50,000. (/guides/, /prop-firm-solutions/fixed-cost-prop-firm-crm/)
- **No cut of payments.** Kenmore charges zero per-transaction fees. PSPs are contracted in the client's name, with the client's API credentials, and money goes straight to the client's account. (/guides/)
- **The client owns its data.** 100%, with direct database access and APIs at any time. Custom features built for one client are not shared with others. (/guides/)
- **Brokerage and prop in one system.** One codebase, switched per region to forex, prop, or both. (features)
- **Six trading platforms side by side.** MT4, MT5, cTrader, DXtrade, Match-Trader and TradeLocker, several connected at once. (features, /guides/)
- **19+ years in FX technology.** (home page)
- **Five free development hours a month.** Simple changes such as a button colour take about 15 minutes. (/guides/)
- **A dedicated project manager.** Reachable by chat (WhatsApp/Telegram), about five-minute typical response, unlimited calls, and a 24/7 emergency line. (/guides/)

## 6. Commercial model and timeline

- **Pricing.** A fixed monthly fee that depends on the system (for prop firms, the number of trading platforms integrated). Figures are not published; a quote is built during the demo call.
- **Setup fee.** None for a standard launch. If deep customisation or extensions are needed before launch, the fee depends on that scope and is confirmed on the demo call.
- **Optional modules.** Per the forex pricing page, the Multi-Tier IB System and the Advanced Sales Teams Module carry their own setup and monthly cost, and automated KYC and MAM/PAMM/copy-trading connections a one-time setup cost. The payment aggregator, live chat widget, currency tickers and messaging are included. Third-party services (KYC checks, messaging, aggregators) bill their own fees.
- **PSPs.** Two PSP integrations are included. Bank transfer forms and manual crypto processing cost nothing, so a firm can launch with no PSP and add integrations later.
- **Billing starts at go-live**, when the firm can accept traders. No charge for idle setup time.
- **Time to go live.** One to two weeks from the day the client hands over its materials; one week if everything is ready and the team is responsive. Prop firms are typically live within two weeks of signing.
- **What the client hands over.** Website domain, DNS / Cloudflare access, trading-platform API (manager) credentials, and payment-provider credentials.
- **Contract.** As an individual or a company. It is a software purchase agreement for CRM services; no KYC is required between the client and Kenmore.
- **Demo.** A guided demo first, then credentials so the team can explore on its own. The demo has every CRM feature but no live trading platform, so execution functions do not work.
- **Migration.** Migration assistance is included. A few hundred accounts take three days to one week; moving KYC documents adds about a week.
- **Website.** A choice of website templates — free hosting while using the CRM, live within days, designed to help pass MetaQuotes onboarding — or a site built to order.
- **API access** is free with the CRM. Standalone API use without the CRM is quoted on requirements.

## 7. Trading platforms and integrations

| Area | Integrations |
|---|---|
| Trading platforms | MetaTrader 4, MetaTrader 5, cTrader, DXtrade, Match-Trader, TradeLocker |
| Payments | Payment orchestration (cards and APMs); Skrill, Neteller, PayPal, FasaPay, bitwallet, Help2Pay, iPay88, Awepay, Paymid, SurePay, GateToPay, KeyEx, Kiberpay, YoboPay, China UnionPay, Match2Pay, Coinsbuy, Bitcoin, bank wire |
| KYC | Sumsub, Veriff, others |
| Copy trading / PAMM / MAM | Brokeree (PAMM, copy trading), Tools for Brokers, other third parties |
| Alerts | Slack, Telegram |
| Analytics and marketing | Google Tag Manager, Google Analytics 4 (incl. server-side purchase events), Meta Pixel, Hotjar, embedded Metabase dashboards |
| Push and mobile | Firebase Cloud Messaging, native iOS and Android apps |
| Market content | Economic calendar, live quotes ticker |

**On all six platforms:** live and demo account creation, deposits and withdrawals, internal and cross-platform transfers, read-only and trading-access control, balance/equity/margin data, trading history, prop challenge monitoring.

**Deepest coverage is on MetaTrader 4/5:** account number ranges, investor passwords, bulk deposits, credit with expiry, IB/rebate/trading-summary reports, closing all open positions, daily reports.

MT5 and cTrader web terminals can be embedded in the client portal. Trading conditions (leverage, spreads, limits) live in platform groups; the CRM pulls the groups in and shows them as account types.

## 8. Top questions

Answers are condensed from https://www.kenmoredesign.com/guides/ and the agentic CRM pages (section links below).

### Prop firms

**What do I need to launch a prop firm?** A trading platform (MT5, cTrader, Match-Trader or TradeLocker), a CRM, and at least one payment method. You bring the platform licence and a payment provider; Kenmore connects them. [Getting Started](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-getting-started)

**What team do I need?** At minimum a support person, an accountant for payments and withdrawals, and an operations manager. Name one person as the single contact with Kenmore. [Getting Started](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-getting-started)

**Are trading rules enforced automatically?** Yes. When a trader breaks a configured rule (drawdown, consistency), the system closes their open trades, disables the account and emails them. [Challenges](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-challenges-and-products)

**What challenge parameters can I set?** Initial balance, price, duration, minimum trading and profitable days, inactivity limit, daily and total loss limits, trailing drawdown, consistency rule, profit target. No limit on the number of challenge types and no extra charge. [Challenges](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-challenges-and-products)

**How do payouts work?** Per challenge type you set the profit share that can be withdrawn, minimum withdrawal, minimum balance, days before the first payout, and the interval between payouts. The system checks eligibility live and can send approved payouts through the PSP automatically. [Challenges](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-challenges-and-products)

**What does risk management detect?** Copy trading between accounts, news-trading violations, high-frequency trading (trades within five seconds), hedging, shared login IPs, and custom parameters on request. This detection is after the fact: accounts are flagged for an admin to review, not blocked automatically. [Risk Management](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-risk-management)

**Is it hard for a prop firm to get approved by payment processors?** Often, yes: "prop firm" is not a recognised category for most PSPs, and chargebacks from failed challenges are common. A payment aggregator that specialises in prop firms is a practical route; Kenmore can recommend partners by region. [Payments](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-payments)

**Can I sell challenges on my own website?** Yes, with the built-in Express Checkout page or the purchase API and your own checkout. Embeddable challenge widgets are also available. [Challenges](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-challenges-and-products)

**Can funded traders' trades go to a liquidity provider?** Only if a liquidity bridge is connected to your platform. Otherwise challenge accounts trade on demo servers, and revenue comes from challenge sales. [Trading Platforms](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-trading-platforms)

**Which platform should I choose?** MT5 is the most expensive and the easiest to market. cTrader is a middle ground. TradeLocker and Match-Trader cost less but traders know them less. Kenmore does not handle MT5 licensing but has partners for MetaQuotes onboarding. [Trading Platforms](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-trading-platforms)

**Can an AI agent tell a trader why they failed a challenge?** Yes: the Breach Explainer shows which trade, at what time, against which rule, with the equity curve. [Agentic Prop Firm CRM](https://www.kenmoredesign.com/prop-firm-solutions/agentic-prop-firm-crm/)

### Forex brokers

**What do I need to launch a brokerage?** A licensed trading platform, a CRM, at least one payment provider, and a KYC process. You bring platform, liquidity and PSPs; Kenmore connects them. [Getting Started](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-getting-started)

**How do IB commissions work?** Rules combine the IB's group, the trader's group, the security type and the symbol. Commissions are in pips, cash per lot, or a percentage of spread, commission or deposit. They are paid at every level the moment a trade closes, with no cap on levels. [IB](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-introducing-brokers-ib)

**Can IBs see who is above them?** No. An IB sees only the traders and sub-IBs below them. [IB](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-introducing-brokers-ib)

**Can I stop IBs earning on low-quality traders?** Yes: set a minimum trading volume, e.g. commission only if referred traders trade three lots a month. [IB](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-introducing-brokers-ib)

**Can I show different payment methods by country?** Yes. Each PSP can be restricted by country, email or IP, with VPN detection. A PSP can be hidden for the rest of the day once its daily volume nears a fee threshold. [Payments](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-payments-and-psps)

**How does KYC work?** Manual (traders upload, an admin approves) or automated through an embedded provider (Sumsub, Veriff, others), which charges per check. KYC can be required per action: deposit, withdrawal, live account, IB account, transfer. [KYC](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-kyc-and-compliance)

**Can I migrate from my current CRM?** Yes, with included migration assistance: three days to a week for a few hundred accounts, plus about a week for KYC documents. [Getting Started](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-getting-started)

**Can I restrict what sales staff see?** Yes. Roles are customisable, e.g. a sales role with no access to deposits, withdrawals or KYC approvals; supervisors see their team's clients, agents only their own. [Admin](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-admin-support-and-operations)

**Can I customise the portal's look?** Basic branding (logo, colours) at no cost; custom design slicing from your files, priced by complexity; or self-service slicing at no cost if your team has Angular/Node.js developers. Light and dark modes. [Customization](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-customization-and-apis)

**Can AI answer traders about withdrawals, deposits and KYC?** Yes: the Trader Support Agent answers 24/7 in the Trader's Room, in any language, from live CRM data. [Agentic Forex CRM](https://www.kenmoredesign.com/forex-solutions/agentic-forex-crm/)

### Both

**How long to go live?** One to two weeks from handing over domain, DNS/Cloudflare access, platform credentials and PSP credentials. Billing starts only when you can accept traders. [Prop](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-getting-started) · [Forex](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-getting-started)

**How is it priced?** A fixed monthly fee guaranteed by contract, with unlimited traders, accounts and admins, no per-transaction fees and no revenue share. Exact figures come in a demo. [Prop](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-pricing-and-costs) · [Forex](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-pricing-and-costs)

**Will the fee rise as I grow?** No. The only exception given: a database past roughly 55 GB (millions of traders) may need a small dedicated-server fee. [Pricing](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-pricing-and-costs)

**Who owns the data?** The client, 100%, with direct database access and APIs. [Prop](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-getting-started)

**Does money flow through Kenmore?** No. PSPs are contracted in the client's name; Kenmore receives a callback and credits the account. [Payments](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-payments-and-psps)

**How many PSPs are included?** Two at no extra cost, chosen from the existing list. A provider not on the list is integrated from its API documentation. [Prop](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-payments) · [Forex](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-payments-and-psps)

**What support do I get?** A dedicated project manager Monday–Friday, by chat, with about five-minute responses, unlimited calls, and a 24/7 emergency line. Kenmore supports the firm's team, not its traders. Handoff training is recorded; there is a YouTube channel of guides. [Support](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-support-and-operations)

**What does customisation cost?** Five free development hours every month. Larger work is scoped and estimated; you can wait for free hours to accumulate or pay for the extra. [Pricing](https://www.kenmoredesign.com/guides/#kmg-forex-brokerage-guides-pricing-and-costs)

**What APIs are there?** A read-only database replica, a registration API, the trader API that powers the portal (usable for a mobile app), and a payment/purchase API for custom checkouts. [APIs](https://www.kenmoredesign.com/forex-api-for-developers/)

**Can I get notifications in Slack or Telegram?** Yes, per event type and per channel: challenge purchases, KYC submissions, withdrawal requests, tickets. [Support](https://www.kenmoredesign.com/guides/#kmg-prop-firm-guides-support-and-operations)

**Where does the AI run, and on which model?** Inside your own deployment; your data stays there. Connect the model provider you trust or run a model on your own servers, and switch models without changing a rule. [Forex](https://www.kenmoredesign.com/forex-solutions/agentic-forex-crm/) · [Prop](https://www.kenmoredesign.com/prop-firm-solutions/agentic-prop-firm-crm/)

## 9. How to evaluate a forex or prop firm CRM

Questions to ask any vendor, with Kenmore's answer to each.

1. **Does the price rise with traders, accounts, admins or challenges?** Kenmore: no; one fixed monthly fee, guaranteed by contract.
2. **Do you take a revenue share, profit split or per-transaction fee?** Kenmore: none of the three.
3. **In whose name are the PSP contracts and API credentials?** Kenmore: the client's; funds go straight to the client's account.
4. **Who owns the data, and how do I get it out?** Kenmore: the client owns 100%; direct database access, a read-only replica, and APIs.
5. **Which trading platforms, and can I run more than one?** Kenmore: MT4, MT5, cTrader, DXtrade, Match-Trader and TradeLocker, several at once.
6. **How long from contract to live, and what do you need from me?** Kenmore: one to two weeks from receiving domain, DNS, platform and PSP credentials; billing starts at go-live.
7. **Who supports my team, when, and how fast?** Kenmore: a dedicated project manager, Monday–Friday, about five-minute responses, plus a 24/7 emergency line.
8. **How do custom features get built, and at what cost?** Kenmore: five free development hours a month; larger work is scoped and quoted.
9. **Can I swap my platform or PSP later without rebuilding?** Kenmore: yes; platform and PSPs are independent vendors connected to the CRM.
10. **If I leave, what do I keep?** Kenmore: your data, your PSP contracts and your platform licence are already in your name.

## 10. Next step

- **Book a demo:** https://www.kenmoredesign.com/demo/
- **Contact:** https://www.kenmoredesign.com/contact-us/
- **Phone:** +1-617-381-4865 · WhatsApp: https://wa.me/16173814194 · Telegram: https://t.me/KenmoreDesignLLC

Have ready for the demo call:
- Business model: forex brokerage, prop firm, or hybrid.
- Trading platform(s), and whether the licence is already in place.
- PSP situation: providers already contracted, or none yet.
- Target launch date.

## 11. More sources

- Full feature reference: https://www.kenmoredesign.com/features.md
- Pre-sales Q&As: https://www.kenmoredesign.com/guides/
- Case studies (anonymised client results): https://www.kenmoredesign.com/case-studies/
- APIs for developers: https://www.kenmoredesign.com/forex-api-for-developers/
- Blog: https://www.kenmoredesign.com/blog/
- About the company: https://www.kenmoredesign.com/about-us/