Procurement teams rarely start with a feature checklist. They start with integration risk: how many vendors touch the client record before a trader is funded, and who owns the audit trail when something breaks.
NFINX keeps lead intake, KYC, treasury approvals, wallet provisioning, and support tickets on one operator desk. That matters when compliance reviewers need to trace a withdrawal back to the same profile sales used at onboarding.
Use your evaluation demo to map asset classes, desk roles, and regulatory context first. Then walk module depth where your operators spend time: treasury rules, position books, and practice-mode training before go-live.