Operator CRM and trading infrastructure for brokerages
One regulated desk for broker-dealers: CRM, five trading wallets, treasury, and compliance controls.
Operator CRM
Ops desk- Leads and lifecycle
- KYC and treasury
- Tickets and comms
- Position oversight
Trading desk
Live + practiceCore 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.
Explore CRMTrading infrastructure
Five asset-class wallets with live and practice balances, shared client records, and turnkey go-live with one auditable vendor.
See platformExplore the unified stack
Filter by solution area. Each tile links to the evaluation hub your buying committee needs.
Built to scale across desks and brands
Capability metrics procurement teams verify before integration scoping - not marketing vanity counts.
What operators say after go-live
Verified client references are available on request during procurement. We do not publish placeholder quotes or unapproved logos.
Request referencesEvaluate 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.
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.
Events
No public events scheduled. Request a private desk walkthrough or procurement briefing for your buying committee.
Book a briefingMedia and company updates
Product releases, operator guides, and company news for institutional evaluation - not retail trading education.