CFD and forex on your stack
Offer forex and CFD from a responsive terminal with live and practice wallets. Operators monitor the same exposure in CRM position books.
CFD desk surface map
Tile width reflects where desk and compliance reviewers spend time during a CFD wallet evaluation - terminal workflows first, CRM exposure second.
Larger tile = more operator surface during evaluation CRM Trading Security Turnkey
Digital options, spot, staking, and margin wallets ship on the same client profile. See all trading wallets
CFD desk vs. charting bolt-ons
Forex and CFD buyers compare whether terminal, margin books, and operator oversight share one stack with CRM and compliance.
| Capability | NFINX unified stack | Typical patchwork |
|---|---|---|
| Terminal and books | Client CFD terminal with positions visible in operator CRM | Separate charting platform plus manual book export |
| Margin oversight | Margin orders and exposure on the same client record as KYC | Risk desk spreadsheet fed from terminal exports |
| Practice desks | Practice balances on the CFD wallet before live clients trade | Sandbox login or third-party demo environment |
| Go-live | CFD wallet ships with treasury, CRM, and compliance controls | Terminal vendor plus separate onboarding and payments stack |
Procurement FAQ
Does the CFD terminal connect to operator CRM?
Yes. Open CFD and margin positions appear on the client CRM record — desk and compliance leads review exposure without terminal exports.
Is practice mode available on the CFD wallet?
Practice balances ship on the CFD desk so operators train on real charts and order tickets before live clients trade.
What charting and order types are included?
Walk through the live terminal on a demo mapped to your asset mix. We cover order tickets, watchlists, and desk monitoring on the call.
How does CFD fit the unified stack?
CFD is one of five native wallets on the same client record as KYC, treasury, and compliance — not a bolt-on charting license.
Offer CFD and forex on NFINX
Walk through the client terminal, CRM position books, and treasury controls with our solutions team.