Institutional platform for modern brokerages
Unified CRM and five trading wallets with live and practice accounts for onboarding, desk training, and audit-ready operations.
Why brokerages choose NFINX
Reduce vendor sprawl, shorten launch timelines, and keep audit-ready workflows across sales, trading, treasury, and support without stitching point tools together.
Five wallets, live and practice, plus CRM
Every trading mode ships with a practice account for client onboarding and desk training. The gallery shows the surfaces your traders and operators actually use.
Trading built for brokerages
Five wallets with live and practice accounts on one client profile. Active desks get market watch, charting, and order tickets without a separate terminal vendor.
- CFD, digital options, spot, staking, and margin from one login
- Practice mode on every wallet for onboarding
- Position and treasury data flows into CRM
One stack, four product surfaces
Trading terminals, operator CRM, turnkey launch, and compliance controls ship together. Pick a surface to explore how it fits your desk.
Operator CRM on one desk
Sales, compliance, treasury, and support share client records with trading and payments. No exports between your terminal vendor and a separate back office.
- Lead routing and trader lifecycle in one queue
- KYC review, risk flags, and document storage
- Deposits, withdrawals, and treasury controls
- Support tickets tied to wallet and trade history
From evaluation to live book
Implementation stays on one vendor and one data model. Your team trains on practice accounts before clients fund live wallets.
Scope and configure
Map asset mix, desk structure, and regulatory requirements before wallet and CRM provisioning.
Train on practice
Desks and clients run live workflows on practice balances across every wallet type.
Go live in CRM
Monitor positions, treasury, and support from the same operator stack compliance can audit.
Ready to evaluate NFINX?
Book a walkthrough with our team or message us on Telegram for a faster first response.