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Platform for modern brokerages

CRM, five trading wallets, and social trading with follow and copy in one stack. Practice accounts on every desk.

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NFINX operator CRM lead queue with KYC and treasury controls

Typical multi-vendor stack

Multiple audits, integration risk, slow handoffs

Unified operator desk

One NFINX stack

Shared client record from CRM through treasury and compliance.

Core pillars

CRM and trading on one operator model

Operator CRM

Lead intake, KYC, treasury, tickets, and position oversight on one desk - built for broker-dealer operations teams.

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Trading infrastructure

Five asset-class wallets with live and practice balances, shared client records, and turnkey go-live with one auditable vendor.

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Explore the unified stack

Filter by solution area. Each tile links to the evaluation hub your buying committee needs.

Operator CRM dashboard Operator CRM Leads, KYC, treasury, tickets CFD trading terminal CFD wallet Live + practice Digital options terminal Digital options Live + practice Spot market desk Spot market Live + practice Staking dashboard Staking Live + practice Margin trading desk Margin Live + practice Social trading follow and copy Social trading Follow and copy KYC and compliance queue Treasury and compliance RBAC, audit trail, GDPR Turnkey brokerage launch Turnkey launch Scope, practice, go-live

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Built to scale across desks and brands

Capability metrics procurement teams verify before integration scoping - not marketing vanity counts.

5 Trading wallets
14+ CRM modules
Live + practice Per wallet
Multi-brand One infrastructure

What reference calls confirm

Our clients rarely permit public attribution. These are the outcomes peer operators validate on reference calls — scope, compliance fit, and go-live readiness, not marketing claims.

Commercial leadership

Multi-brand broker · vendor consolidation review

  • Total cost of one stack vs. CRM, desk, and treasury patchwork
  • Contract scope, phased rollout, and vendor consolidation

Compliance

Regulated CFD group · diligence before go-live

  • KYC workflows, audit trail depth, and role-based access
  • GDPR module fit and evidence for regulatory review

Operations

Regional brokerage · desk provisioning and handoff

  • Desk provisioning, five wallets, and practice-to-live migration
  • Treasury handoffs and support desk continuity after go-live

Named references matched by region and license model. We do not publish placeholder quotes or unapproved logos.

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Evaluate NFINX with your procurement team

Book a 30-minute demo with commercial, compliance, and operations leads. We map the walkthrough to your asset mix, desk structure, and regulatory context.

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Due diligence

Latest evaluation resources

Institutional perspectives on CRM, trading, and compliance - no retail crypto content.

Practice mode before go-live: training desks without funded risk

Why institutional rollouts provision practice balances across wallets before the first live client.

KYC and treasury workflows operators run on one desk

What compliance and operations reviewers should see when KYC queues and funding rails share a CRM record.

Evaluating unified brokerage stacks for procurement teams

How broker-dealers compare CRM, trading, treasury, and compliance when vendor consolidation is on the table.

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Events

No public events scheduled. Request a private desk walkthrough or procurement briefing for your buying committee.

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Media and company updates

Product releases, operator guides, and company news for institutional evaluation - not retail trading education.