Streamlined Financial Management for Modern Brokerages
Take control of your brokerage’s finances with integrated tools designed to simplify payments, manage balances, and ensure secure, efficient transactions. Our Financial & Payment Solutions suite helps you streamline billing, automate recurring payments, and provide clients with flexible, transparent options.
Key Benefits of Our Financial & Payment Solutions
Financial Control:
Centralize all payment and balance management in one secure platform.
Efficiency:
Automate billing, payments, and reporting to save time and reduce manual errors.
Transparency:
Provide clients and staff with clear, real-time access to financial data and transaction histories.
Security:
Protect sensitive financial information with robust backup and compliance features.
Client Balances & Digital Payments
Empower your clients with a secure digital wallet for funding, payments, and withdrawals—all managed directly within your CRM.
- Balance Management: Clients can view, fund, and manage their wallet balances in real time.
- Multi-Currency Support: Handle transactions in different currencies for global operations.
- Client Portal Access: Clients can access wallet features, view history, and initiate transactions from their portal.
- Transaction Security: All wallet operations are logged and protected with robust security protocols.
Automated Billing & Recurring Payments
Streamline your billing process with automated invoicing and recurring payment capabilities, reducing manual work and ensuring timely collections.
- Recurring Invoice Processing: Automatically generate and process invoices for subscriptions or ongoing services.
- Auto-Payment: Enable automatic deduction of invoice amounts from client wallet balances.
- Payment Reminders: Send automated notifications for upcoming or overdue payments.
- Integration with CRM Records: Link all billing and payment activity to client profiles for complete financial visibility.
Payment Gateways & Withdrawals
Offer flexible payment and withdrawal options to meet every client’s needs, while maintaining full control and transparency.
- Multiple Payment Gateways: Accept payments through various gateways for maximum convenience.
- Withdrawal Management: Clients can request withdrawals, which are tracked and approved through the CRM.
- Transaction History: Maintain a detailed, searchable log of all wallet funding, payments, and withdrawals.
- Tax & Compliance Tools: Calculate taxes and generate reports to support regulatory compliance.
NFinx Dashboard
Gain a comprehensive view of your financial health with real-time analytics and customizable dashboards.
- Financial KPIs: Track revenue, expenses, outstanding invoices, and more.
- Custom Widgets: Build dashboards tailored to your team’s needs.
- Data Visualization: Use charts and graphs for actionable insights.
- Export & Reporting: Export financial data for further analysis or compliance.
Ready to streamline your financial operations?
Discover how our Financial & Payment Solutions can help your brokerage manage payments, balances, and reporting with confidence.
